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Asking questions

Start a conversation​

  1. Open Org Assistant in the sidebar (under Operations).
  2. Pick the org you want to ask about. Only orgs with captured metadata snapshots appear, each showing how fresh its snapshot is.
  3. Type your question and press Enter — or click one of the example questions on the empty chat to see how it works.

While the assistant works, progress chips show what it's doing — Searching metadata for "Region__c"…, Reading a Flow's definition…, Loading a component's history… — and the answer streams in as it's written. A Stop button interrupts a long answer; New chat starts over (switching orgs also starts a new chat).

[SCREENSHOT REQUIRED: Org Assistant answering with tool-progress chips visible]

Point it at a component with @-mentions​

If you already know which component you're asking about, type @ in the message box. A picker opens where you can search your org's components by:

  • API name — @OpportunityHotelOffer
  • Label — the human-friendly name shown in Salesforce Setup
  • Initials shorthand — @OHO also finds OpportunityHotelOffer

Pick a component and it's attached to your question as a tag (up to 5 per message). Mentions make answers faster and more precise, because the assistant reads the tagged component directly instead of searching for it.

[SCREENSHOT REQUIRED: The @-mention picker open with search results and type chips]

Questions that work well​

  • "How is the field @Invoice_Total__c populated? List every automation that writes to it."
  • "What does the Case Escalation Flow do, step by step, in plain language?"
  • "Which validation rules could block a Lead from being converted?"
  • "What changed on the Opportunity object in the last month?"
  • "Which metadata references the field Legacy_ID__c? Is it safe to delete?"
  • "Explain what happens when an Account's owner changes."

From the Change Tracker​

While browsing metadata in the Change Tracker, click Ask AI on any component to jump into the assistant with that component pre-loaded as the topic.

Good to know​

  • Answers reflect your latest captured snapshot — if you changed the org five minutes ago, capture a new snapshot first for up-to-date answers.
  • If the assistant reports that a snapshot has no browsable component list, run the tracker again to produce a fresh capture.
  • The assistant cites the components it used (like Flow: Case_Escalation). You can verify anything it says in the Change Tracker's metadata browser.