How much does it cost?
SF Agent is currently offered for sandbox evaluation at no platform charge and without a credit card. Your AI provider may charge for model usage when you bring your own key. Commercial packaging and production terms have not been announced.
What metadata types are supported?
Custom fields, custom objects, record types, validation rules, formula fields, Apex classes, triggers, test classes, LWC bundles, permission sets, page layouts, list views, reports, dashboards, custom settings, report types, approval processes, assignment rules, bounded updates to named existing Flows, and modernization workflows such as Profiles to Permission Sets or legacy automation to secure Apex. New Flow creation is intentionally disabled. Additional primitives including matching rules, custom applications, path assistant, lightning message channels, and more are currently in development.
Is this safe for my Salesforce org?
The platform is built around controlled Salesforce delivery. Clean runs can move automatically, and runs that need confirmation are surfaced for human input before deployment. Three layers of safety: preflight validation, spec quality gate, and post-deploy verification.
What is the Transform workbench?
It is the secondary modernization lane for teams with legacy Salesforce configuration, and it is currently in beta. It can assess Profiles to Permission Sets, automation cleanup, and Workflow Rule or Process Builder modernization, then recommend secure Apex or LWC + Apex. A named existing Flow is considered only for a bounded, baseline-preserving local update.
What happens if a deployment fails?
The platform classifies the error into 8 categories and offers structured fix options — "auto-fix and retry," "use a different name," or "skip this operation." No raw Salesforce error dumps. Metadata API deployments are transactional, so failed deploys don’t leave partial changes.
What AI model does it use?
You bring your own API key — we support Anthropic (Claude), OpenAI, and Azure OpenAI. Full control over model selection and cost. Keys are encrypted at rest with AES-256-GCM. The architecture is model-agnostic.
How does authentication work?
The platform supports email and password, email-delivered or TOTP challenges, optional trusted-device recognition, and Salesforce SSO through PKCE OAuth. MFA enforcement depends on tenant policy, enrollment, and production email configuration. Session, password, and login-attempt controls are enforced server-side.
Do my team members each need a Salesforce license?
SF Agent can deploy through a governed Salesforce integration identity, so SF Agent users do not each need Salesforce administrator credentials solely to operate the integration. Salesforce licensing for people who use Salesforce remains governed by your Salesforce agreement; SF Agent does not promise a specific license saving.
Do I need to install anything in Salesforce?
The current integration uses a Salesforce Connected App and does not require a managed package or custom in-org component. Setup time varies with your organization’s security review, access policy, and Connected App approval process.
Where does my org’s metadata live?
Your metadata stays under your control. Org snapshots can be serialized into standard SFDX source format for a version history you own, secrets are AES-256-GCM encrypted at rest, and data egress policies let you decide exactly what — if anything — is sent to a model. SF Agent works from metadata, not your business records.