Swantide

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

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

The ticketing systems Swantide connects to today, and how to request the next one.

Supported Ticketing Integrations

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

AI Admin makes changes to your Salesforce configuration for you: you describe the change, review the technical design, and approve it before anything is deployed.

What AI Admin does

What happens after you create a task: the technical design, approving and deploying it component by component, and what to check once the change is in Salesforce.

From task to deployed change

The habits that get the most out of AI Admin: start in the AI Assistant, be specific about the outcome, say who needs access, and read the plan before you…

Tips for working with AI Admin

How to revert a component AI Admin updated, and why revert applies to updates rather than newly created components.

Undoing a change

Connect your ticketing system to Swantide so your tickets and comments sit alongside your Salesforce metadata. How to connect, manage access, sync, and disconnect.

Connecting a Ticketing System to Swantide

Prompts for summarizing, creating, updating and assigning tickets from the AI Assistant, and for connecting your team's work to your org's real components.

Ticketing prompt library

A quick guide to Swantide's platform refresh: a dynamic view of your documentation, new ways to work with your Swantide agents, and where features moved.

What's new: Swantide's refreshed look and navigation

Add templates, standards, policies and runbooks to your organization's library so the AI Assistant can use them in every conversation.

Documents: give the AI Assistant your team's standards and templates

How a Jira administrator creates a dedicated integration user and grants it access to your Salesforce projects before connecting Jira to Swantide.

Creating a Jira Integration User for Swantide

What Swantide retrieves from OmniStudio and Vlocity orgs, and how to use it with the AI Assistant

Using Swantide with OmniStudio

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?

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

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: create the API-only user, assign the Permission Set License, set the permissions Swantide and AI Admin need, and…

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 Setup.

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

Swantide Document Upload Checklist

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.

Ship something

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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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