The Salesforce operations platform

Know what’s breaking,
and what’s closing.

Pocavi watches your Salesforce org and your pipeline in one place: health scans and field impact for the people who run it, deal risk and forecast movement for the people who sell through it.

23health check modules
4connected products
1operating picture
A deal with win probability down 12 points, three risk signals including a missing economic buyer, and a recommended next action

Built for the people who own the quality of Salesforce

ADMINREVOPSSALES LEADERSDELIVERY TEAMSCOMPLIANCE

One platform, four ways forward

Salesforce is not one job.
Your tools should know that.

POCAVI gives each team the depth they need while keeping every decision connected to the same org, the same change history, and the same evidence.

Admin

Know your org before it becomes a problem.

Scan health across security, automation, code quality, data model, API limits, and more. Then take the next action with context rather than instinct.

  • Deep scan across 19 check modules
  • Scheduled monitoring and Salesforce Trust alerts
  • Field impact, data dictionary, permissions, backup
Explore Admin
Org health scored 72 out of 100 with a high-severity finding and its fix
A complete view of health, history, and the next priority.

What changes with POCAVI

Less hunting.
More control.

01

Understand

Health scans, impact analysis, permissions, metadata intelligence, SOQL, and a living data dictionary tell you what is really in the estate.

02

Ship

Detect changes, validate the risk, collect approvals, deploy, roll back, and learn from every release without building a process around spreadsheets.

03

Forecast

Bring the pipeline, forecast movement, risk signals, submissions, deal context, and team hierarchy into the same weekly conversation.

04

Protect

Find personal data, handle SARs, mask sandboxes, run DPIAs, and create evidence that stands up to scrutiny when it matters.

Built for the actual work

Every product starts with a decision, not a feature list.

One connected platform makes it possible to trace a release back to its change, a forecast movement to its deals, or a compliance task to the data it protects.

01Connect your Salesforce orgsProduction, sandboxes, teams, permissions, and context in one place.
02See what needs attentionHealth, drift, risk, pipeline movement, and controls surfaced before they become emergencies.
03Take the next action with proofRun the workflow, assign the work, and keep an auditable record of what happened.

Built for the decisions that matter

The detail is where confidence comes from.

Every POCAVI product is designed around a workflow your team already owns, then gives it the visibility and controls it has been missing.

Admin

Change a field without finding out what breaks in production.

Field impact analysis traces dependencies across flows, Apex, validation rules, layouts, reports, and more. The answer is visible before the change is made.

See the Admin workflow
An impact map for the Opportunity Amount field, showing the 3 flows, 2 Apex classes, 5 reports, 4 dashboards, 1 validation rule and 6 profiles that depend on it, each rated for impact
DevOps

Every release has a route to production.

Plan the release, validate the metadata, collect approval, and retain the deployment record.

See DevOps
A release moving through build, validation of 42 components, named approval and deployment
Forecast

Know what moved the number.

Understand changes from leader, to team, to rep, to the deal itself.

See Forecast
Five reps submitting weekly forecasts with confidence levels, four submitted and one awaited

The tools around the workflow

Depth when you need it.
Quiet when you do not.

01

AI that removes syntax, not judgement

Ask for a SOQL query in plain English, create formulas and validation rules, map fields, analyse release risk, and generate release notes.

Natural language SOQL · Formula builder · Change analysis
02

Data tools admins use every day

Manage picklists, inspect permissions, build a data dictionary, seed sandboxes, and load data without leaving the operating platform.

Impact analysis · Permissions · Seeding · Data loader
03

Evidence, not just activity

Keep the context behind a deployment, a SAR action, a scan, or a governance decision where the team can actually find it.

Audit trail · History · Export · Role-based access

Fits into the way you work

Salesforce stays connected to the rest of delivery.

Link releases to tickets, connect source control, work with documentation, and use webhooks for the automation that is particular to your business.

Talk integrations
Source controlGitHub · GitLab · Bitbucket
Work managementJira · Linear · Trello
DocumentationConfluence · Google Docs · Asana
AutomationInbound webhooks with verification

A different starting point for every owner

Choose the work
you are accountable for.

Salesforce admin

Stop learning about problems from someone else.

Start with a living picture of the org: health, metadata, permissions, dependencies, backups, and the work that deserves attention today.

Health scansField impactData dictionaryBackup
Explore Admin

Four guided demonstrations

See the workflow,
not just the screen.

These are fixed demonstrations using real POCAVI product screens. They show how the work moves from signal to action.

Org health scored 72 with a high-severity finding and its fix
01 / 04
Find the signal

A deep scan brings security, automation, data model, and code-quality findings into one prioritised view.

Built for the questions that follow the demo

Operational confidence should be visible.

POCAVI is designed to leave a useful record behind: what changed, who acted, which evidence was collected, and where the team needs to look next.

Talk through your requirements
01

Governed access

Give each team member the access they need with distinct Admin, Deployer, and Viewer roles.

02

Auditable action

Keep a history around scans, deployments, recovery points, and compliance workflows.

03

Exportable evidence

Export scan results and operational context when a stakeholder needs the full picture.

04

Safer data handling

Use data masking, sandbox checks, SAR automation, DPIAs, and processing records where they matter.

Pricing that stays legible

Start where the work is.

Four products, three focused bundles, and a shared platform underneath. No 47-row matrix required.

Admin$799/estate/mo

Health, metadata, data tools, backup, and operational visibility.

DevOps$149/user/mo

Release management, pipelines, validation, and deployment insight.

ForecastFrom $749/mo

Band pricing for revenue intelligence and forecast workflows.

Compliance$799/estate/mo

Privacy operations, masking, SARs, and compliance evidence.

Forecast pricing

Price for the team using it.

Choose a team-size band to see the transparent monthly starting point.

102550100250
Up to 25 users$1,499/mo
Platform owner bundle

Admin + Compliance

A focused system for the people responsible for the health, safety, and governance of Salesforce.

Org healthBackupSAR automationData masking
Talk through this bundle

Evaluation questions

Everything should be easier to assess.

Can we start with one product?

Yes. Admin, DevOps, Forecast, and Compliance are designed to be independently purchasable. The shared platform gives them context without forcing an all-or-nothing rollout.

What is included in the shared platform?

Organisation connection, jobs, usage, settings, team access, and SOQL are platform foundations rather than separate commercial line items.

How does Forecast pricing work?

Forecast uses team-size bands, starting at $749 per month for up to 10 users. Larger Forecast teams can move through the published bands or discuss an enterprise arrangement.

What is enterprise for?

Enterprise is the right conversation for multi-org environments, large Forecast teams, procurement requirements, onboarding, and more tailored implementation needs.

POCAVI

Salesforce,
under control.

Book a demo