1
Connect your sandbox
No Installation. Metadata only — no production records, no business data.
Your Salesforce org has answers.
Ask it.
Connect your sandbox, ask a question, get answers grounded in your actual org structure — not generic Salesforce advice.
Sandbox-first · Metadata only · No record data
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See how it works ↓- Where is this field actually used?
- Why is this Lead getting routed this way?
- What breaks if I change this Flow?
- Should I extend this Flow or create a new one?
Ask a question.
Get an answer with a clear next step.
Question
What is Account.Customer_Segment__c
actually used for?
Type
Field-role answer
Answer
This field is a shared decision input for routing, qualification, and scoring in this org.
OrgMate found
Account.Customer_Segment__c in
Lead_Assignment_Master,
Opportunity_Qualification_Subflow, and
the Apex class
SegmentScoringService.
Start here
Review
Lead_Assignment_Master first. It is the
earliest dependency in the chain and the fastest place for a segment-value
change to create visible breakage.
Question
Why would a Lead be routed to
Queue_DACH?
Type
Honest-about-limits answer
Answer
A Lead reaches
Queue_DACH through either the DACH
geography path or the manual override path in
Lead_Assignment_Master.
The geo path checks
Lead.Country__c and
Lead.Language__c; the override path
routes there when
Lead.Override_Assignment__c = true.
What to verify next
Check
Lead.Country__c,
Lead.Language__c, and
Lead.Override_Assignment__c on the
record to determine which branch fired.
Question
Why do leads get assigned correctly at intake and then later jump to a different queue?
Type
Current-behavior answer
Answer
The later queue change happens because
Lead Exception Recovery re-evaluates
ownership after intake when
Exception_Status__c = 'Retry'.
Lead Routing Master writes
Assigned_Queue__c during initial
qualification, but
Lead Exception Recovery can overwrite
that value on a later update.
Recommended next step
Review what sets
Exception_Status__c to
'Retry' before changing core routing
logic.
Your question, answered against concrete metadata in your org. OrgMate names the relevant Flows, Apex, objects, and fields — and tells you when metadata alone is not enough.
Based on metadata only. No record data accessed.
Up and running in three steps.
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Ask a question
Type what you need to know. Plain language. No query syntax.
3
Get grounded answers
OrgMate reasons over your actual org structure — and, when the decision is bigger, can go deeper into a structured assessment.
Free credits included. Full product from the start.
What OrgMate helps you decide
For solo admins, in-house teams, and freelancers.
OrgMate is strongest when you need to understand current behavior, evaluate a change, choose an implementation path, or decide what to stabilize before building further.
Understand current behavior
See what is actually happening, why it is happening, and which Flows, Apex, objects, and fields are shaping that behavior.
What is actually happening in this Salesforce org — and why?
Evaluate a change path
Decide whether to extend something that already exists, separate concerns first, or leave an area alone for now.
Choose an implementation path
Compare viable ways to implement a business requirement in this org and see which path fits better here.
Decide what to fix first
See what should be stabilized, simplified, or clarified before building further.
When the decision is bigger, go deeper.
Some questions need a quick answer. Others need a structured assessment. OrgMate does both.
Assessments: Structured analysis. Real trade-offs. Concrete next steps. Grounded in your org, not in theory.
See what an Assessment isTrust
Using OrgMate is safe by design.
Its judgment only matters if the boundaries are clear.
It connects to your Sandbox, not your production org.
It reads metadata only. No records, no customer data, no sensitive business data.
Its guidance is grounded in your org's structure, not generic Salesforce advice.
If OrgMate does not have enough context, it says so. It does not guess.
FAQ
What does OrgMate connect to?
OrgMate connects to a Salesforce sandbox via OAuth. It reads org structure across supported metadata surfaces — including Flows, Apex, objects, and fields. It does not access record data.
What does "free" mean?
Every new account gets a pack of free credits. Those credits unlock the full product — same features, same depth, same output quality. When the credits are used up, you can buy more.
What kind of questions can I ask?
OrgMate is strongest where it can reason over Flows, Apex, objects, and fields. That includes questions about current behavior, change impact, implementation paths, and what to fix first. If a question goes beyond what the available org structure can answer, OrgMate tells you.
How is this different from ChatGPT?
ChatGPT knows Salesforce in general. OrgMate knows your org in particular. Every answer is grounded in your actual Flows, Apex, objects, and fields — not in documentation or best-practice blog posts.
Is it safe?
OrgMate reads metadata only — the structure and definitions of your org, not the records in it. No customer data, no business records, no personally identifiable information. It connects to your sandbox by default.
What if OrgMate doesn't have enough context?
It says so. OrgMate is designed to tell you where its analysis ends and what you should verify yourself. It does not fill gaps with guesses.