Ask Clientell AI about any object, field, flow, report or anything in your Salesforce. It scans your metadata and explains what it does, how it's used, and what depends on it, and writes the documentation in under 1 minute.
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What takes hours manually takes minutes with Clientell AI.
Only gives instructions; doesn't run in your org or disambiguate.
The reality
You inherited this system. The people who built it are gone. The "documentation" is a 3-year-old Confluence page that's 80% wrong.
You didn't build this. You don't know why that field exists, what that flow does, or why there are 47 custom objects. Every change feels like defusing a bomb.
1095 days ago
80% wrongThe senior admin knows everything. It's all in their head. When they leave (or go on vacation), the org becomes a mystery. One person is the documentation.
You know you should document. You also know it takes hours to document properly. There's always something more urgent. So it never happens.
New admin joins. You send them screenshots, a Loom video, and say 'good luck.' They spend weeks just trying to understand what's in production. You repeat this every time someone new joins.
What it documents
Clientell reads your entire org and generates documentation with AI-written descriptions that explain what things actually do, not just what they're called.
Every standard and custom object. Every field with its type, usage patterns, and AI-generated description of what it's actually for.
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Every flow explained in plain English. What triggers it, what it does, what objects it touches. No more reverse-engineering flow diagrams.
When: Contact is created → If: Email is work domain → Then: Mark as qualified
All validation rules with their conditions translated to readable logic. Know why records are failing before you hit Submit.
AND(ISBLANK(Email), Stage = "Closed Won")Blocks save if: Email is empty AND Stage is "Closed Won"
Who can see what. Profile and permission set breakdowns. Field-level security mapped out so you know exactly who has access.
How objects connect. Which flows depend on which fields. What breaks if you delete that custom object. The dependency map you've always needed.
Which fields are actually used. Which flows fire most often. Which objects have the most records. Data-backed insights about your org.
How it works
Connect your org. Clientell reads your metadata. AI writes the explanations. You export to wherever your team works.
One-time setup. Takes about 60 seconds.
An object, a flow, a permission set, anything. Clientell AI scans the relevant metadata and writes plain-English documentation in under a minute.
Share it with your team, attach it to a ticket, or keep it for reference. Ask for updates anytime.
When you need it
You don't think about documentation until you desperately need it. These are those moments.
New to a company? Taking over from someone who left? Get a complete map of what exists, what it does, and how it's connected, before you touch anything.
New admin joining? Give them documentation that actually explains how your org works, not a link to Salesforce Help that describes generic features.
"What data do we store?" "Who has access to PII?" "What automations touch customer records?" Answer audit questions in minutes, not days of digging.
Admin leaving? Senior person retiring? Generate documentation now so their knowledge lives on. Don't let years of context walk out the door.
It's a tool that has the mind of a Technical Architect but can answer you in plain language. Most importantly, it can query the underlying metadata and get to the root of issues quickly.
Questions we hear
Auto-generated documentation sounds like it would be garbage. Here's why it's not.
Clientell AI can document any metadata in your Salesforce; objects, fields, flows, automation rules, permission sets, profiles, validation rules, and more. For each element, it generates plain-English descriptions explaining what it does, how it's used, and what depends on it. Documentation is delivered as a downloadable PDF.
You connect your Salesforce org (one-time setup, ~60 seconds), then tell Clientell AI what you need documented. It scans the relevant metadata in your org, analyzes usage patterns and dependencies, and writes the documentation in under a minute. No manual effort, no spreadsheets.
Clientell AI is SOC2, HIPAA, and GDPR compliant and a registered Salesforce Partner. It reads your metadata to generate documentation, it does not modify, delete, or store your org data. Your Salesforce remains untouched.
ChatGPT can give you generic documentation templates, but it cannot connect to your Salesforce or read your metadata. Clientell AI connects directly to your org and documents what's actually there; your specific objects, fields, flows, and how they're configured. It's the difference between a template and documentation of your actual system.
Yes; this is one of the most common use cases. If you've inherited a Salesforce org with no documentation, you can ask Clientell AI about any part of it. It reads the metadata directly, so it doesn't need prior knowledge or tribal context. It documents what's there, not what someone remembers.
Documentation is generated as a downloadable PDF directly in the chat. You can share it with your team, attach it to tickets, or use it for onboarding and compliance.
Clientell AI works conversationally. You tell it what you need documented, and it handles that specific request. Want to document the Opportunity object? Ask. Need a flow explained? Ask. Each request is completed in under a minute. You can document as much or as little as you need, one request at a time.
No installation required. Clientell AI connects via standard Salesforce authentication. One-time setup takes about 60 seconds, and your org is not modified in any way.
Key metrics
Full org coverage with AI-generated context.
No credit card. No setup. No IDE.
Use cases
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