Every tool your Salesforce team needs
AI forecasting, backups, deployments, GDPR compliance, data management, org health, and more. All from one platform with one login.
Org Health & Monitoring
BusinessDeep scan across 19 categories covering security, automation, code quality, data model, API limits, picklist health, and more. Plus live Salesforce Trust Status monitoring so you know the moment your orgs are affected.
- Quick scan with summary scores or deep scan with full findings across 19 check modules
- Covers: flows, Apex, triggers, security, packages, validation rules, rollups, picklist health, and more
- Compare any two scans side-by-side to track score changes, severity deltas, and category trends
Know exactly where your org stands. Get notified the moment Salesforce has an issue that affects you.
Org Health & Monitoring
BusinessDeep scan across 19 categories covering security, automation, code quality, data model, API limits, picklist health, and more. Plus live Salesforce Trust Status monitoring so you know the moment your orgs are affected.
- Quick scan with summary scores or deep scan with full findings across 19 check modules
- Covers: flows, Apex, triggers, security, packages, validation rules, rollups, picklist health, and more
- Compare any two scans side-by-side to track score changes, severity deltas, and category trends
Know exactly where your org stands. Get notified the moment Salesforce has an issue that affects you.
AI Pipeline Forecasting
Forecasting Add-OnAI-powered pipeline forecasting, deal scoring, and revenue intelligence built directly into your Salesforce operations platform. Multiple forecast lenses, role-based views, configurable dashboards, and snapshot-powered reports.
- 8 built-in forecast lenses (Revenue, Bookings, ACV, Renewal, Growth, UFR, NCS, Net Recurring) plus custom lenses with Salesforce field mapping
- Role-based views: CRO overview, VP roll-up, manager team view, individual rep pipeline
- AI deal health scoring with risk signals, engagement tracking, and coaching insights
Revenue intelligence that lives inside your Salesforce ops platform. Pipeline visibility, AI scoring, and forecast accuracy without a separate vendor or login.
AI Pipeline Forecasting
Forecasting Add-OnAI-powered pipeline forecasting, deal scoring, and revenue intelligence built directly into your Salesforce operations platform. Multiple forecast lenses, role-based views, configurable dashboards, and snapshot-powered reports.
- 8 built-in forecast lenses (Revenue, Bookings, ACV, Renewal, Growth, UFR, NCS, Net Recurring) plus custom lenses with Salesforce field mapping
- Role-based views: CRO overview, VP roll-up, manager team view, individual rep pipeline
- AI deal health scoring with risk signals, engagement tracking, and coaching insights
Revenue intelligence that lives inside your Salesforce ops platform. Pipeline visibility, AI scoring, and forecast accuracy without a separate vendor or login.
Deal Rooms
Forecasting Add-OnCollaborative workspaces for your most strategic deals. Activity feeds, stakeholder maps, risk tracking, documents, action items, and AI meeting prep all in one place.
- Per-deal war room with activity timeline: calls, emails, stage changes, notes, documents
- Stakeholder map: Champion, Economic Buyer, Technical Evaluator with roles and influence
- Risk tracker: identified risks with severity, mitigation plans, and owners
Stop losing context on complex deals. Every activity, risk, and stakeholder in one place instead of scattered across emails, Slack, and spreadsheets.
Deal Rooms
Forecasting Add-OnCollaborative workspaces for your most strategic deals. Activity feeds, stakeholder maps, risk tracking, documents, action items, and AI meeting prep all in one place.
- Per-deal war room with activity timeline: calls, emails, stage changes, notes, documents
- Stakeholder map: Champion, Economic Buyer, Technical Evaluator with roles and influence
- Risk tracker: identified risks with severity, mitigation plans, and owners
Stop losing context on complex deals. Every activity, risk, and stakeholder in one place instead of scattered across emails, Slack, and spreadsheets.
MEDDIC Tracker
Forecasting Add-OnConfigurable qualification frameworks to score every deal. MEDDIC, MEDDPICC, BANT, SPIN, or build your own custom framework with weighted criteria.
- Pre-built frameworks: MEDDIC, MEDDPICC, BANT, SPIN — or create fully custom ones
- Per-deal qualification card with status per criterion: Not Started, In Progress, Confirmed, At Risk
- Auto-calculated qualification score from weighted criteria completion
Qualification that actually gets used. Consistent deal assessment across the team instead of gut feelings and inconsistent pipeline reviews.
MEDDIC Tracker
Forecasting Add-OnConfigurable qualification frameworks to score every deal. MEDDIC, MEDDPICC, BANT, SPIN, or build your own custom framework with weighted criteria.
- Pre-built frameworks: MEDDIC, MEDDPICC, BANT, SPIN — or create fully custom ones
- Per-deal qualification card with status per criterion: Not Started, In Progress, Confirmed, At Risk
- Auto-calculated qualification score from weighted criteria completion
Qualification that actually gets used. Consistent deal assessment across the team instead of gut feelings and inconsistent pipeline reviews.
Coaching Scorecards
Forecasting Add-OnManager-to-rep coaching framework with skill ratings, quarterly reviews, team heat maps, and AI coaching insights to develop your sales team systematically.
- Per-rep scorecard across 8 skills: Discovery, Qualification, Negotiation, Closing, Pipeline Gen, Forecast Accuracy, CRM Hygiene, Activity
- Each skill: 1-5 rating with trend (improving/stable/declining), notes, and goals
- Team heat map: all reps across all skills colour-coded red/amber/green
Coaching that scales. Data-driven rep development instead of ad hoc feedback that gets forgotten between 1:1s.
Coaching Scorecards
Forecasting Add-OnManager-to-rep coaching framework with skill ratings, quarterly reviews, team heat maps, and AI coaching insights to develop your sales team systematically.
- Per-rep scorecard across 8 skills: Discovery, Qualification, Negotiation, Closing, Pipeline Gen, Forecast Accuracy, CRM Hygiene, Activity
- Each skill: 1-5 rating with trend (improving/stable/declining), notes, and goals
- Team heat map: all reps across all skills colour-coded red/amber/green
Coaching that scales. Data-driven rep development instead of ad hoc feedback that gets forgotten between 1:1s.
Territory Management
Forecasting Add-OnTerritory hierarchy with rules engine, coverage analysis, what-if rebalancing, and quota allocation. See white space, overlap, and imbalance across your territories.
- Territory hierarchy: Regions, Sub-regions, Territories, Accounts
- Rules engine: auto-assign accounts by country, industry, revenue band, named accounts, or custom fields
- Coverage analysis: white space (unassigned accounts), overlap (multi-territory), imbalance detection
Stop guessing about territory balance. See coverage gaps, model changes before making them, and allocate quota based on real data.
Territory Management
Forecasting Add-OnTerritory hierarchy with rules engine, coverage analysis, what-if rebalancing, and quota allocation. See white space, overlap, and imbalance across your territories.
- Territory hierarchy: Regions, Sub-regions, Territories, Accounts
- Rules engine: auto-assign accounts by country, industry, revenue band, named accounts, or custom fields
- Coverage analysis: white space (unassigned accounts), overlap (multi-territory), imbalance detection
Stop guessing about territory balance. See coverage gaps, model changes before making them, and allocate quota based on real data.
Quota Planning
Forecasting Add-OnTop-down and bottom-up quota planning with gap analysis, seasonal adjustments, ramp modelling for new hires, and multi-level approval workflows.
- Top-down planning: CRO sets company target, cascades to VPs, directors, managers, reps
- Bottom-up planning: reps submit achievable targets, rolls up for comparison
- Gap analysis: top-down vs bottom-up gap at every level of the hierarchy
Quota planning that balances ambition with reality. Model scenarios, compare approaches, and get buy-in from every level.
Quota Planning
Forecasting Add-OnTop-down and bottom-up quota planning with gap analysis, seasonal adjustments, ramp modelling for new hires, and multi-level approval workflows.
- Top-down planning: CRO sets company target, cascades to VPs, directors, managers, reps
- Bottom-up planning: reps submit achievable targets, rolls up for comparison
- Gap analysis: top-down vs bottom-up gap at every level of the hierarchy
Quota planning that balances ambition with reality. Model scenarios, compare approaches, and get buy-in from every level.
SOQL Query Tool
BusinessWrite SOQL with full autocomplete, or just ask a question in plain English and let AI generate the query for you. Built for admins and developers who query Salesforce daily.
- AI natural language queries: ask "how many opportunities closed this month?" and get SOQL instantly (Business+)
- Object explorer with standard, custom, and managed package filtering
- Inline field autocomplete and SOQL keyword suggestions as you type
The fastest way to explore and query your Salesforce data. Ask in English or write SOQL. No browser extensions needed.
SOQL Query Tool
BusinessWrite SOQL with full autocomplete, or just ask a question in plain English and let AI generate the query for you. Built for admins and developers who query Salesforce daily.
- AI natural language queries: ask "how many opportunities closed this month?" and get SOQL instantly (Business+)
- Object explorer with standard, custom, and managed package filtering
- Inline field autocomplete and SOQL keyword suggestions as you type
The fastest way to explore and query your Salesforce data. Ask in English or write SOQL. No browser extensions needed.
Metadata Backup & Recovery
BusinessAutomated metadata snapshots with point-in-time diff and one-click rollback. Never lose a flow, class, or trigger again.
- Snapshot all metadata types: Apex, Flows, Layouts, Profiles, Custom Objects, and 24 more
- Visual diff between any two snapshots with side-by-side comparison
- One-click rollback to any previous snapshot
Peace of mind for every change. If something breaks, roll back in seconds.
Metadata Backup & Recovery
BusinessAutomated metadata snapshots with point-in-time diff and one-click rollback. Never lose a flow, class, or trigger again.
- Snapshot all metadata types: Apex, Flows, Layouts, Profiles, Custom Objects, and 24 more
- Visual diff between any two snapshots with side-by-side comparison
- One-click rollback to any previous snapshot
Peace of mind for every change. If something breaks, roll back in seconds.
Smart Deploy
BusinessAuto-detect metadata changes between orgs, validate with a dry run, run change analysis, and deploy with confidence. No git knowledge required.
- Compare source and target orgs to find all differences automatically
- Review changes before deploying (added, modified, removed components)
- Validation-first: dry run catches errors before real deployment
Deploy metadata between orgs without change sets, without git, without the headaches.
Smart Deploy
BusinessAuto-detect metadata changes between orgs, validate with a dry run, run change analysis, and deploy with confidence. No git knowledge required.
- Compare source and target orgs to find all differences automatically
- Review changes before deploying (added, modified, removed components)
- Validation-first: dry run catches errors before real deployment
Deploy metadata between orgs without change sets, without git, without the headaches.
DevOps Platform
PlatformFull release management with approval workflows, visual multi-org pipelines, DORA metrics, AI-generated release notes, and integrations with the tools your team already uses.
- Release Manager: create releases, detect changes, configure tests, approve/reject, deploy, rollback
- Cross-release conflict detection: catch clashes between parallel releases before they cause problems
- Visual pipeline builder: chain orgs together, toggle approval gates and quality checks per step
Enterprise-grade release management built for Salesforce. No Copado or Gearset needed.
DevOps Platform
PlatformFull release management with approval workflows, visual multi-org pipelines, DORA metrics, AI-generated release notes, and integrations with the tools your team already uses.
- Release Manager: create releases, detect changes, configure tests, approve/reject, deploy, rollback
- Cross-release conflict detection: catch clashes between parallel releases before they cause problems
- Visual pipeline builder: chain orgs together, toggle approval gates and quality checks per step
Enterprise-grade release management built for Salesforce. No Copado or Gearset needed.
Test Centre
PlatformAI-generated test scripts, automated test execution, and quality gates for your deployment pipelines. Describe a test scenario in plain English and AI builds the full script.
- AI scenario builder: describe a test in plain English ("lead converts, opp goes to Closed Won") and AI generates the full script using your org's metadata
- Visual block builder: drag-and-drop test steps with 10 block types (create, update, query, check flow, validate errors, and more)
- Two test modes: metadata validation (check config) or full execution (create real records in sandboxes with auto-cleanup)
Nobody tests Salesforce config changes properly. Pocavi writes the test scripts, runs them, and blocks bad deploys. UAT scripts that took hours now take seconds.
Test Centre
PlatformAI-generated test scripts, automated test execution, and quality gates for your deployment pipelines. Describe a test scenario in plain English and AI builds the full script.
- AI scenario builder: describe a test in plain English ("lead converts, opp goes to Closed Won") and AI generates the full script using your org's metadata
- Visual block builder: drag-and-drop test steps with 10 block types (create, update, query, check flow, validate errors, and more)
- Two test modes: metadata validation (check config) or full execution (create real records in sandboxes with auto-cleanup)
Nobody tests Salesforce config changes properly. Pocavi writes the test scripts, runs them, and blocks bad deploys. UAT scripts that took hours now take seconds.
Integrations
BusinessConnect Pocavi to your existing tools. Source control, ticketing, documentation, and webhooks for custom automation.
- Source control: GitHub, GitLab, Bitbucket (connect repos, browse branches, view commits and PRs)
- Ticketing: Jira, Linear, Trello (link releases to tickets, track deployment status)
- Documentation: Confluence, Google Docs, Asana
Pocavi fits into your workflow. Not the other way round.
Integrations
BusinessConnect Pocavi to your existing tools. Source control, ticketing, documentation, and webhooks for custom automation.
- Source control: GitHub, GitLab, Bitbucket (connect repos, browse branches, view commits and PRs)
- Ticketing: Jira, Linear, Trello (link releases to tickets, track deployment status)
- Documentation: Confluence, Google Docs, Asana
Pocavi fits into your workflow. Not the other way round.
Change Analyser
BusinessPre-deployment risk analysis built into the deploy pipeline. Compare orgs, run Apex tests, and get impact predictions before any deployment.
- Detect all metadata differences between source and target orgs
- Run Apex tests on target org with coverage reporting
- Dependency mapping: see what flows, triggers, and classes are affected by each change
Know the impact of every deployment before you hit deploy. No more surprises.
Change Analyser
BusinessPre-deployment risk analysis built into the deploy pipeline. Compare orgs, run Apex tests, and get impact predictions before any deployment.
- Detect all metadata differences between source and target orgs
- Run Apex tests on target org with coverage reporting
- Dependency mapping: see what flows, triggers, and classes are affected by each change
Know the impact of every deployment before you hit deploy. No more surprises.
Data Management
BusinessField impact analysis, smart rename, data dictionary, permissions matrix, picklist manager, and CSV data loader. The tools Salesforce admins actually use every day.
- Field impact analysis: find every reference to a field across Apex, Flows, layouts, reports, validation rules
- Smart field rename: update API name + label, auto-fix code references, auto-deploy, with revert support
- Picklist manager: smart rename with auto-deploy, picklist health check, global value set detection
Every admin tool you reach for daily, in one place. Stop switching between tabs.
Data Management
BusinessField impact analysis, smart rename, data dictionary, permissions matrix, picklist manager, and CSV data loader. The tools Salesforce admins actually use every day.
- Field impact analysis: find every reference to a field across Apex, Flows, layouts, reports, validation rules
- Smart field rename: update API name + label, auto-fix code references, auto-deploy, with revert support
- Picklist manager: smart rename with auto-deploy, picklist health check, global value set detection
Every admin tool you reach for daily, in one place. Stop switching between tabs.
User Impact Analyser
BusinessFind every record a user owns, every automation that references them, and reassign ownership safely. Flags deactivated users and sys admins with business records.
- Ownership scan: find every record owned by a user across all objects with open/closed breakdown
- Reference scan: approval process approvers, queue memberships, dashboard running users, flow recipients
- Deactivated user alerts: flag inactive users who still own records or are referenced in active automation
Someone leaves the company? Know exactly what they owned and reassign it in minutes, not hours. Never miss an approval process or queue membership again.
User Impact Analyser
BusinessFind every record a user owns, every automation that references them, and reassign ownership safely. Flags deactivated users and sys admins with business records.
- Ownership scan: find every record owned by a user across all objects with open/closed breakdown
- Reference scan: approval process approvers, queue memberships, dashboard running users, flow recipients
- Deactivated user alerts: flag inactive users who still own records or are referenced in active automation
Someone leaves the company? Know exactly what they owned and reassign it in minutes, not hours. Never miss an approval process or queue membership again.
Sandbox Seeding & Management
BusinessSeed sandboxes from production with realistic data volume and relationships. Auto-detect stale tokens and prompt reconnection.
- Volume control: seed Developer, Partial, Full Copy, or Production amounts per object
- Relationship-aware seeding preserves referential integrity across lookups and master-detail
- Sandbox lifecycle: connect existing, refresh, auto-detect expired tokens
Realistic test data in your sandbox in minutes, not days.
Sandbox Seeding & Management
BusinessSeed sandboxes from production with realistic data volume and relationships. Auto-detect stale tokens and prompt reconnection.
- Volume control: seed Developer, Partial, Full Copy, or Production amounts per object
- Relationship-aware seeding preserves referential integrity across lookups and master-detail
- Sandbox lifecycle: connect existing, refresh, auto-detect expired tokens
Realistic test data in your sandbox in minutes, not days.
Data Masking & Compliance
GDPR Add-OnAnonymise PII in sandboxes with relationship-aware masking. Combine with seeding for masked sandbox data in one step.
- PII detection across standard and custom objects (email, phone, name, address, NI number)
- Relationship-aware masking preserves referential integrity
- Realistic fake data generation (proper names, valid emails, locale-correct phone formats)
Keep sandbox data realistic while staying compliant. No more production PII in dev orgs.
Data Masking & Compliance
GDPR Add-OnAnonymise PII in sandboxes with relationship-aware masking. Combine with seeding for masked sandbox data in one step.
- PII detection across standard and custom objects (email, phone, name, address, NI number)
- Relationship-aware masking preserves referential integrity
- Realistic fake data generation (proper names, valid emails, locale-correct phone formats)
Keep sandbox data realistic while staying compliant. No more production PII in dev orgs.
GDPR SAR Automation
GDPR Add-OnFind a person across ALL Salesforce objects in minutes. Delete or anonymise with complete audit trail for regulatory evidence.
- Universal person discovery: search by email, name, or phone across every object
- Multi-org search: scan one, several, or all connected orgs at once
- Choose per record: delete or anonymise with consistent hashed redaction
Turn a 10-20 hour manual SAR process into a 15-minute guided workflow.
GDPR SAR Automation
GDPR Add-OnFind a person across ALL Salesforce objects in minutes. Delete or anonymise with complete audit trail for regulatory evidence.
- Universal person discovery: search by email, name, or phone across every object
- Multi-org search: scan one, several, or all connected orgs at once
- Choose per record: delete or anonymise with consistent hashed redaction
Turn a 10-20 hour manual SAR process into a 15-minute guided workflow.
Public Link Audit
GDPR Add-OnFind every publicly shared file in your Salesforce orgs. Flag links with no expiry, no password, or attached to records containing personal data.
- Scans all ContentDistribution records across connected orgs
- Flags links with no expiry date (permanent public access)
- Flags links with no password protection
Find the public links nobody knew existed. One shared spreadsheet with no expiry could be your biggest GDPR exposure.
Public Link Audit
GDPR Add-OnFind every publicly shared file in your Salesforce orgs. Flag links with no expiry, no password, or attached to records containing personal data.
- Scans all ContentDistribution records across connected orgs
- Flags links with no expiry date (permanent public access)
- Flags links with no password protection
Find the public links nobody knew existed. One shared spreadsheet with no expiry could be your biggest GDPR exposure.
File Content Scanner
GDPR Add-OnScan uploaded file contents for personal data. CSV, PDF, Excel, Word, and images (via OCR). Find PII hiding inside documents, not just in database fields.
- Text files (CSV, TXT, JSON, XML): line-by-line PII pattern scanning
- PDF files: text extraction then PII scan across all pages
- Excel files (XLSX): header analysis for PII column names plus content scanning
Your database fields are clean. But what about the CSV someone uploaded with 10,000 NI numbers? Now you can find out.
File Content Scanner
GDPR Add-OnScan uploaded file contents for personal data. CSV, PDF, Excel, Word, and images (via OCR). Find PII hiding inside documents, not just in database fields.
- Text files (CSV, TXT, JSON, XML): line-by-line PII pattern scanning
- PDF files: text extraction then PII scan across all pages
- Excel files (XLSX): header analysis for PII column names plus content scanning
Your database fields are clean. But what about the CSV someone uploaded with 10,000 NI numbers? Now you can find out.
AI Tools
BusinessAI across the platform. Natural language SOQL, formula and validation builders, field mapping, change analysis, permissions consolidation, and release notes generation.
- Natural language to SOQL: ask questions in plain English, get query results instantly
- AI formula builder: describe what you want, get a working Salesforce formula
- AI validation rule builder: describe the rule, get deploy-ready metadata
Let AI handle the syntax and analysis. You focus on the business logic.
AI Tools
BusinessAI across the platform. Natural language SOQL, formula and validation builders, field mapping, change analysis, permissions consolidation, and release notes generation.
- Natural language to SOQL: ask questions in plain English, get query results instantly
- AI formula builder: describe what you want, get a working Salesforce formula
- AI validation rule builder: describe the rule, get deploy-ready metadata
Let AI handle the syntax and analysis. You focus on the business logic.
Team Management
BusinessInvite your team, assign roles, and control who can deploy, who can view, and who manages the account.
- Three roles: Admin (full access), Deployer (deploy + manage), Viewer (read-only)
- Email-based invitations with accept/reject workflow
- Per-team-member activity tracking
Give your team the access they need. No more sharing a single login.
Team Management
BusinessInvite your team, assign roles, and control who can deploy, who can view, and who manages the account.
- Three roles: Admin (full access), Deployer (deploy + manage), Viewer (read-only)
- Email-based invitations with accept/reject workflow
- Per-team-member activity tracking
Give your team the access they need. No more sharing a single login.
Ready to simplify your Salesforce operations?
Book a demo or try the interactive product tour. No managed packages to install.