OrgIQ

OrgIQ – Instantly visualize, audit, and optimize your Salesforce Org with AI-powered insights

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Inspiration

As a Salesforce Admin and Developer, navigating across setup pages to audit flows, Apex classes, or usage limits has always been tedious and time-consuming. The lack of native features led to inefficiencies in version control, troubleshooting, and release readiness. OrgIQ was inspired by the need for an intelligent bot that gives admins instant visibility into the key components of their org, powered by Agentforce

What it does

OrgIQ is an AI-powered, metadata-aware tool that provides a comprehensive overview of Salesforce org components. Key features include:

  1. Flow Management: Lists all flows, their API versions, types, triggers, and record trigger types.
  2. Apex Management: Displays Apex classes and triggers with their API versions and configuration details.
  3. Org-Wide Settings: Extracts and displays Org-Wide Email Addresses for quick audit and management.
  4. Usage Limits Overview: Shows API usage, storage quotas, batch limits, and more — all in one view.

How we built it

Agentforce was used as the backbone for metadata retrieval. Apex Controllers handled business logic and integration with Tooling and REST APIs. Lightning Web Components (LWC) provided a dynamic frontend for displaying and interacting with data.

Challenges we ran into

Dynamic Metadata Access: Flow and Apex metadata required combining multiple API sources (Tooling, Metadata API). Handling API Version Discrepancies: Some flows and Apex classes used outdated API versions, which created edge cases in filtering logic. Performance at Scale: Querying large metadata volumes initially caused timeouts; we implemented lazy loading and pagination to address this.

Accomplishments that we're proud of

Delivered a single-pane-of-glass view of key Salesforce components — a time-saving tool for any Admin. Successfully integrated metadata inspection with real-time usage limits.

What we learned

Gained deep insights into Salesforce's metadata architecture and how to use Agentforce effectively.

What's next for OrgIQ

Permission Set and Profile Audits: Add visibility into user access and security posture. Deployment Readiness Checks: Flag outdated or deprecated components.

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