Swantide

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

A repeatable set of AI-Assistant prompts that reverse-engineer a source Salesforce org and plan its rebuild in a target org — for consolidations, acquisitions, divestitures, or re-platforms.

Migrating a Salesforce Org with Swantide — Prompt Library

A ready-to-use library of AI Assistant prompts that inspects your Salesforce org's technical debt — automation, Apex, security, data model, validation rules, UI, reporting, documentation, and packages — and ends…

Run an Org Assessment: a technical-debt inspection prompt library

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

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

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

Creating Diagrams with the AI Assistant (Mermaid)

Creating a Swantide Account

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

How to provision user accounts with Okta or other IdPs

Provisioning User Accounts with Okta

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 — available in both the AI Assistant and AI Admin. This feature is currently in beta,…

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

Find answers and get help from Intercom Support and Community Experts

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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.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype invite-team answer

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.