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Enterprise Salesforce

AI-Augmented
Development

Multi-agent orchestration that transforms how enterprise Salesforce is built: from ticket to deployed code, with calibrated human oversight at every step.

The Problem

Brownfield Salesforce development
is slow and fragile.

What happens today

  • Highly customized orgs with years of accumulated automation, triggers, and flows that interact in undocumented ways
  • Every change risks breaking existing functionality across objects, processes, and integrations
  • Developers spend hours understanding current state before writing a line of code
  • Manual ticket interpretation, manual metadata inspection, manual test writing
  • Knowledge lives in individuals; when they rotate off, context is lost

What AI augmentation enables

  • Automated discovery of existing metadata, automation, and dependencies before any code is written
  • Confidence scoring that calibrates human involvement to actual risk
  • AI agents that build objects, triggers, flows, and tests using the developer's own credentials
  • Compounding institutional memory: every session's learnings improve the next
  • Parallel development sessions that accelerate delivery without sacrificing quality

The Approach

Augmentation, not replacement.

The developer remains accountable. AI agents work under the developer's credentials, at a collaboration depth calibrated to the complexity and risk of each task.

This is not a code generator. It's a development workflow that orchestrates AI agents across the full lifecycle: ticket evaluation, brownfield discovery, implementation, testing, review, and knowledge capture. The human controls the collaboration intensity. The system compounds what it learns.

The Workflow

Ticket to deployed code.

01
Import
Pull tickets from Jira into the workflow board
02
Evaluate
LLM-powered confidence scoring against agent capabilities
03
Discover
Retrieve metadata, run tests, document current state
04
Develop
AI agent builds in Cursor with Salesforce MCP
05
Review
Code, config, tests, coverage. Approve or revise
06
Ship
Check in to Jira with session notes and status

Each step is non-blocking: the developer can import tickets, run evaluations, and launch discovery on multiple items in parallel. The kanban board shows real-time status across all active work.

Confidence Scoring

Calibrated autonomy,
not blind trust.

Before any code is written, the system evaluates each ticket against the AI agent's capabilities and the target org's complexity. An LLM analyzes the requirements, acceptance criteria, and brownfield state of the connected sandbox to produce a confidence score that determines the collaboration mode.

The developer can refine the score by answering targeted questions about ambiguities, scope, and risk. Higher confidence unlocks more autonomy; lower confidence triggers more checkpoints.

Brownfield Analysis
For tickets that modify existing objects or automation, the system queries the connected sandbox in real time to assess affected metadata, dependencies, and test coverage before scoring.
85–100%
Well-understood, low-risk. AI works independently.
Autonomous
70–84%
Periodic checkpoints at major sections.
Spot Check
50–69%
Architecture review required, plus optional component checkpoints.
Guided
0–49%
Human leads design decisions. AI assists with implementation.
Pair

Collaboration Modes

Four modes. One principle:
the right oversight for the risk.

85+
Autonomous
AI works independently with minimal human involvement. Best for well-understood, low-risk tasks like new custom objects with clear specs.
70–84
Spot Check
AI works with periodic checkpoints at completion of major sections. Human reviews focus areas flagged by the agent.
50–69
Guided Review
Architecture checkpoint required before implementation. Optional checkpoints at object, junction, tabs, and pre-submit stages.
0–49
Pair Programming
Human leads design decisions, AI assists with implementation. Frequent checkpoints. No guessing on ambiguous requirements.

Across all modes, the agent never resolves ambiguous requirements by default. When a ticket allows more than one valid interpretation, the agent documents the ambiguity, proposes options, and waits for the developer's decision.

Brownfield Discovery

Understand before you build.

On highly customized Salesforce instances, the cost of breaking existing automation is high. Discovery is mandatory: the agent evaluates the current state of the org before writing any code.

01

Connect & Retrieve

Agent connects to the target sandbox via Salesforce MCP or CLI, retrieves metadata for objects, flows, triggers, and classes in the ticket's scope. Documents what exists and flags unexpected dependencies.

02

Test & Assess

Optionally runs existing Apex tests covering the affected area. Documents pass/fail results and coverage gaps. If many tests fail, the agent halts and waits for the developer's decision before proceeding.

03

Document & Refine

Produces a structured discovery artifact stored on the backlog item: current state, risks, constraints, and test results. If scope needs adjustment, the agent proposes refined acceptance criteria or new child tickets.

The Development Session

AI builds. Developer controls.

The workflow generates a structured prompt from the Jira ticket, confidence evaluation, and discovery artifact. The developer pastes it into a Cursor agent session, and the AI begins implementation.

The agent works locally in the IDE and directly in the Salesforce sandbox via the Salesforce MCP server and CLI, using the developer's OAuth credentials. The developer sees every action, approves tool usage, and provides input at checkpoints determined by the collaboration mode.

Parallel Sessions
Multiple tickets can be developed simultaneously in separate agent sessions, as long as they don't have direct dependencies. The kanban board tracks all active work.
What the agent delivers
Custom objects & fields
Created and deployed to the sandbox
Automation
Triggers, handlers, flows, and validation rules
Tests
TDD: Apex test classes written first, covering positive, negative, and bulk scenarios
Page layouts & permissions
Layouts, tabs, permission sets, and app visibility configured

Review & Ship

Structured review,
traceable delivery.

When the AI agent completes implementation, the ticket moves to Review automatically. The review panel shows a structured summary of everything that was delivered: code, configuration, tests, and Apex coverage.

The developer logs into the sandbox to verify, run additional tests, or make adjustments. From the review panel, they can either request changes (with instructions for the AI agent) or approve and check in the ticket to Jira.

Check-in updates the Jira ticket status, adds session notes and deliverable details as a comment, and attributes the work to the developer via 3LO OAuth.

// Review panel summary
ticket: ASO26-45
status: review

objects: HE_Service_Provider__c,
         HE_Provider_Institution__c
fields: 12 custom fields
tabs: 2 deployed
layouts: 2 with all fields
permissions: HE Objects - Review
tests: 4 classes, 18 methods
coverage: 92%

// Developer action
approve → check in to Jira
revise  → instructions for agent

Living Memory

Every session compounds
for the next developer.

Two sources of learning feed a persistent lessons database after every ticket: what was discovered about the org (constraints, test gaps, dependencies) and what was learned during development (guardrail suggestions, decisions, warnings). Future work on related areas automatically receives this context.

Discovery Learnings

What exists in the org, what constraints were found, what tests cover (or don't), and what risks to watch for. Stored on the backlog item and ingested at review.

Development Learnings

Guardrail suggestions, knowledge captured during implementation, decisions made, and warnings for future work. Extracted from the agent's session reflection.

Compounding Context

Lessons are tagged by project, workflow type, and scope. When a future ticket touches a related area, the agent automatically receives prior context: "what we already know about this area."

Salesforce AI-Augmented Development

Calibrated autonomy.
Compounding intelligence.
Developer-controlled delivery.

A development workflow that orchestrates AI agents across the full Salesforce lifecycle: from Jira ticket through brownfield discovery, confidence-calibrated implementation, structured review, and knowledge capture that compounds across the team.

The developer stays accountable. The system gets smarter with every session.