See the estate
Health scans, monitoring, metadata intelligence, and the data dictionary show what deserves attention.
For Salesforce operations
Run a healthier Salesforce estate without living in reactive work.
POCAVI gives operations teams a living view of org health, metadata, dependencies, data, access, and recovery so they can prevent issues rather than discover them in production.
The operating rhythm
Make the work easier to see, decide, and improve.
Start with the responsibility your team already owns. POCAVI gives it a more connected route from signal to action.
Understand impact
Trace dependencies and field references before a change becomes a wider problem.
Change safely
Use the operational context, sandbox tools, and recovery points needed for confident action.
Keep control
Retain history around scans, changes, and recovery so the operating picture improves over time.
POCAVI Admin
Start with the outcome your team owns.
Explore the product depth behind this workflow, then expand when shared Salesforce context makes the next decision better.
Plan a technical evaluationFocused adoptionStart with one workflow and the owner accountable for it.
Connected contextKeep the Salesforce estate, operational history, and evidence close to the work.
Clear next stepUse a workflow review to map the current problem to a practical starting point.
Salesforce admins and platform owners
The org tells you what is wrong after it has gone wrong
Most admin work is reactive because the estate is only visible one screen at a time. The first sign of a problem is usually somebody else reporting it.
- A field is renamed and something downstream breaks in production.
- Permissions drift for months before anyone inspects them.
- A change is made on Friday and nobody can say what it replaced.
- Sandboxes carry real personal data because refreshing them is manual.
19Check modules per scan
24Admin capabilities
BeforeImpact seen pre-change
1-clickMetadata rollback
What changes
See the whole estate before it becomes an incident
A deep scan across twenty-three check modules ranks findings by what they actually put at risk, so the morning starts with a priority rather than a search.
What changes
Know what a change touches before you make it
Field impact traces every flow, class, report, layout and rule that depends on a field. The blast radius is visible before the change, not discovered after it.
What changes
Undo the change nobody meant to make
Versioned metadata snapshots, a diff of exactly what moved, and a revert to the version from before lunch. Backups are read-only until you ask for a restore.
Capabilities
Everything Admin brings to this work
The Admin product turns routine Salesforce maintenance into a controlled operating rhythm.
- Org Health and MonitoringRuns quick and deep health scans across security, automation, code quality, data model, API limits, metadata, and more.
- SOQL Query ToolLets teams write SOQL with autocomplete or ask questions in plain English and generate the query.
- Data ManagementBrings field impact, smart rename, data dictionary, permissions matrix, picklist management, and CSV loading together.
- User Impact AnalyserFinds records, automation, approvals, queues, and references connected to a user before they leave or change role.
- Salesforce Trust StatusShows live Salesforce instance incidents, maintenance, and release-status context for production orgs.
- Data DictionaryDocuments objects, fields, relationships, picklists, help text, and record types in one exportable view.
- Permissions MatrixBrings profiles, permission sets, CRUD, field access, and user assignments into a single inspection grid.
- Error Monitoring and LogsGroups recurring Flow and Apex errors, tracks trends, diagnoses components, and correlates failures with deployments.
- Salesforce Release ReadinessCross-references Salesforce release changes with the metadata actually used in your org.
- AI Best-Practice ReviewReviews metadata against Salesforce best practices with scored findings, history, and exportable output.
Metadata Backup and Recovery Creates metadata snapshots, visual diff, scheduled backup, and point-in-time rollback.
Field Impact Analysis Finds a field's dependencies across code, flows, rules, layouts, reports, templates, and security before change.
Data Loader and Field Mapping Loads, updates, upserts, or deletes CSV data with mapping, job history, and revert context.
Field Creator Bulk-creates custom fields and objects, with validation, AI suggestions, and assignment to access and layouts.
Picklist Manager Finds picklist values and references, then supports a safe rename with history.
Roll-up Helper Builds and manages parent-child roll-ups with generated Apex, testing, and deployment support.
Automation Map Maps the triggers, flows, and automations on an object, including execution order and recursion risk.
Lookup Filter Manager Lists lookup filters and their criteria, with controls for active state and user-facing errors.
Calculated Field Builder Creates computed field values with a visual builder, dry-run preview, AI assistance, and publishing controls.
Bypass Framework Suggester Audits validation rules, flows, and triggers to recommend a consistent bypass framework and deployment plan.
Calculated Field Templates Provides ready-made calculated-field starting points with block flow and source-object context.
Calculated Field Variables and Audit Manages reusable org-scoped variables, references, schedules, webhooks, and execution history.
Sandbox Seeding and Management Seeds realistic Salesforce data while preserving relationships and helping teams manage sandbox lifecycle.
Sandbox Manager and Comparison Lists, creates, and compares Developer, Developer Pro, Partial, and Full Salesforce sandboxes.
Questions
Before you book a demo
How long does it take to get a first result?
Connect an org through OAuth and run a quick scan: ten checks, about a minute end to end. A deep scan runs all twenty-three and takes a few minutes more.
Do I need to install anything in the org?
No. There is no managed package. Pocavi reads metadata through the Salesforce API using an OAuth connection you can revoke at any time.
Is it safe to point at production?
Scanning, backup and analysis are read-only. Nothing is written to the org until you explicitly deploy, load or restore.
Read next
Go deeper on the job itself
Salesforce org health: find risk before it becomes an incident
A practical guide to health checks, metadata intelligence, field impact, monitoring, safe change, and recovery for Salesforce teams.
Read the Admin guideHow to change a Salesforce field without breaking the estate
A field change is rarely only a field change. Start by tracing the dependencies across automation, code, layouts, reports, security, and integrations. Then make the change with a recovery point already prepared.
Explore AdminThe product behind this
Pocavi Admin
Understand the estate. Diagnose the risk. Change it safely.