Get up and running in 5 minutes
Four steps. No consultants. No training sessions. Connect your Salesforce org and start scanning.
Step 1
Create your account
Sign up at pocavi.ai. Pick your plan. Connect your first org in under 60 seconds.
- Choose from Business ($699/mo) or Platform ($1,499/mo).
- Your 14-day trial includes full access to your chosen plan. No payment details needed upfront.
- You'll get your own dashboard straight away.
Step 2
Connect your Salesforce org
Click "Connect Org" on your dashboard. Authorise via Salesforce OAuth. Pocavi requests read-only metadata access. Takes about 60 seconds.
- Pocavi uses standard Salesforce OAuth 2.0. We never see or store your password.
- Recommended: create a dedicated "Pocavi Integration" user in Salesforce with the appropriate permission set. This keeps audit trails clean and lets you revoke access independently.
- You can connect multiple orgs (production, sandbox, developer) from the same dashboard.
Step 3
Run your first health scan
Click "Run Scan" on the dashboard. Pocavi analyses 19 categories across your org. Results in 2-3 minutes.
- The scan covers security, automation, code quality, data model, performance, picklist health, and more.
- You'll get an overall health score plus a prioritised list of findings with severity ratings.
- Each finding includes a description of the issue and a recommended fix.
Step 4
Explore the platform
You're up and running. Here are a few things to try next.
- Set up automated metadata backups. Daily snapshots, one click to configure.
- Try the SOQL query tool. Type a question in plain English and get results.
- Run a deployment between orgs with Smart Deploy.
- Check your release readiness with the change analyser.