Every tool your Salesforce team needs

Deep 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
• Scheduled monitoring with threshold-based email alerts
• PDF and Excel export of scan results
• Live Salesforce Trust Status per org: incidents, maintenances, release version, core vs non-core services
• Instant email alerts when your production orgs are affected by a Salesforce incident

Write 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
• Checkbox field picker with type filtering (picklist, currency, reference, etc.)
• Query templates, saved queries, and full query history
• Sortable results table with CSV export (Business+)
• Tooling API support for querying metadata objects

Automated 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
• Scheduled backups: weekly (Starter), daily (Business), configurable retention up to 1 year (Platform)
• Pre-deployment backups taken automatically before every deploy
• Metadata only (no data liability, near-zero storage cost)

Auto-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
• Integrated change analysis: Apex tests, dependency mapping, and risk scoring before deploy
• One-click deploy with full audit trail and deployment history
• 6-step wizard: detect, review, analyse, validate, deploy, done

Full 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
• DORA metrics dashboard: deployment frequency, lead time, change failure rate, MTTR
• AI-generated release notes from your metadata changes (4 presets + custom templates)
• Sprint management with release scheduling and upcoming release tracking

Connect 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
• Inbound webhooks with HMAC SHA-256 verification for custom automation
• OAuth-based connect/disconnect per provider

Pre-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
• Rule-based risk scoring: trigger/flow overlap, missing test coverage, governor limit risks
• AI-powered conflict detection and plain-English recommendations (Platform)
• Traffic-light confidence report before every deploy

Field 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
• Auto-generated data dictionary with Excel export (Summary + per-object tabs)
• Permissions matrix: profiles, permission sets, object CRUD, field-level security, user assignments
• AI permissions consolidator: detect overlap between profiles/permission sets, suggest merges (Platform)
• CSV data loader: upload, AI-assisted field mapping, insert/update/upsert/delete via Bulk API

Seed 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
• Add the GDPR add-on to automatically mask PII during seeding

Anonymise 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)
• In-place masking for existing sandbox data without re-seeding
• Masked seeding: seed + anonymise PII in one operation
• Sandbox compliance checks: detect live PII, active email integrations, stale data

Find 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
• Handles User records (deactivate + obscure), attachments (flagged for manual review)
• Snapshot original values before action (restorable for 30 days)
• Immutable audit trail for compliance evidence
• Processing register, DPIA templates, and breach notification workflow

AI 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
• AI-powered change analysis: predict conflicts and regressions before deployment
• AI permissions consolidator: detect overlap, flag dangerous permissions, suggest merges
• AI-assisted CSV field mapping: auto-match CSV columns to Salesforce fields
• AI release notes: generate formatted notes from metadata changes with custom templates
• Automated org health recommendations based on scan results

Invite 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