Swantide

How to Uninstall Swantide's Base Package in a Salesforce Environment

Keep your AI Assistant Chat History organized: favorite conversations to find them again, share them with teammates, and delete the ones you no longer need.

Favoriting, Sharing, and Deleting AI Assistant Conversations

Share any AI Assistant conversation with your teammates so they can pick up where you left off, find chats shared with you, and copy a shared chat into your own…

Sharing Chats in the AI Assistant

One prompt turns an unfamiliar source org into a documented rebuild plan. The baseline, the lines you can add to shape it, and the full version.

Plan an org migration

One prompt produces a health check as a document you can send. The baseline, the lines you can add to shape it, and the full client-ready version.

Run an org health check

A ready-to-use library of AI Assistant prompts for QA and UAT teams: scope what to test, write UAT scripts and test-case matrices, plan test data, surface edge cases, generate Apex…

Accelerate QA & UAT with Swantide: a testing prompt library

What Deep Dive is, when to use it, the formats it produces, and how to keep working on a document once you have one.

Deep Dive: turn a question into a document

Prompts that produce a finished document from your org's real components, grouped by the job you are doing.

Deep Dive prompt library

The small additions that tell the Assistant which part of your org to look at, how much to cover, and what shape you want the answer in.

Prompt engineering: how to get exactly what you want from the AI Assistant

Work through this in order if you are new, or jump to the step you need. Connect your org, explore it, ask the Assistant, get exactly the answer you want,…

Getting started with Swantide: a guided path

Ready-made prompts covering assessment, design, documentation, enablement and extracts. Each one runs as it is and returns a finished document.

Playbooks: ready-made prompts that produce a finished document

What the Data Dictionary contains, how to browse and filter it, and how to pair component browsing with the AI Assistant.

How to Use Swantide's Data Dictionary to Understand Your Salesforce Org

How to pick between Auto and the available AI models in the Swantide AI Assistant, based on whether your question is broad or specific.

How to Choose the Right AI Model in the Swantide AI Assistant

How to export your metadata inventory (or a filtered subset) as a CSV using the Download CSV button, and how to pair it with the AI Assistant.

How to Export Metadata Documentation as a CSV

How to use Swantide's Change Log page and per-component Changes tab to audit metadata changes, view diffs, and ask the AI Assistant what changed.

How to Use the Change Log to Track Org Changes

Swantide's nightly sync cadence and 24–72h initial connection, plus the two ways to manually sync an individual component.

How Often Does Swantide Sync Metadata, and How to Manually Trigger a Sync

Ask the AI Assistant to diagram your Salesforce configuration, a process, or a solution design, and it returns Mermaid code you can render in Lucidchart, mermaid.live, and more.

Creating Diagrams with the AI Assistant (Mermaid)

Understanding Swantide's Security Model: What Data Does Swantide Access?

For users with access to multiple Swantide organizations, use the instructions below to toggle between environments.

Switching Between Swantide Organizations

Use this article when onboarding a new Swantide Organization to a Salesforce environment

Connecting your Swantide Organization

Learn how to connect Swantide to Salesforce using a Salesforce Integration license. Creating the API-only user, assigning the correct Permission Set License, configuring required permissions and verifying the connection in…

Setting Up a Swantide Integration User with a Salesforce Integration License

Step-by-step guide for Salesforce administrators connecting their org to Swantide. Install the managed package via AppExchange, authorize the connection with your admin credentials, and begin metadata ingestion in about 10…

How to Connect an Org to Swantide

Invite users, manage roles, and control access across your Swantide organizations, all from Settings.

User Management in Swantide

You can now upload documents directly in Swantide to give the AI more context, in both the AI Assistant and AI Admin. This feature is currently in beta, and we're…

Using Attachments in Swantide AI (Beta)

What the References table shows (bidirectional dependencies), how to access it, and how to use it for impact analysis before changes or deletes.

How to Use the References Table to Understand Metadata Dependencies

Engineering Swantide

Using Swantide

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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