Org Intelligence is a tool for the planning phase of development and works by connecting to one or more of your Salesforce environments and analyzing the full metadata structure.

It takes a fresh snapshot every day, so the information you see is always current. You can explore your org through a searchable UI, or ask questions using the built-in AI agent, both draw on the same underlying database.

To get the most of your Gearset trial of Org Intelligence we have collected a number of the most common use cases we have found.

Give them a go on your org and see how it works!

PS: Have you found a great use case we don't have here? Message us in the in-app chat and let us know so we can add it below!

Before you change, delete, or refactor a piece of metadata, you can search for it in Org Intelligence and trace its full dependency tree such as what references it, snd what it references.

You can click through from one field to a second field, then to a third to understand the chain in any direction to know the potential impact of a change before you make it.

This is a search mode unique to Org Intelligence.

Rather than searching for a metadata item by name, you search for a value inside metadata. E.g. finding everywhere a picklist value like "Healthcare" appears across an org (in custom fields, standard value sets, record types, apex classes, etc.)

This is critical information when deprecating values, renaming labels, or understanding cross-cutting references that span many metadata types.

For any metadata item, Org Intelligence shows which profiles and permission sets currently have access and what level of access they hold (e.g., read vs. edit).

This is essential for planning as when you're about to change a field, you need to know which profiles to test with to make sure things work as expected post-deployment.

Do you want to know which users can run a flow?

Perhaps why it seems that everyone in your org can create a quote?

Org intelligence now has an enhanced view of permissions for flows. It'll tell you which profiles/permission sets, and which users can run and edit a flow, and why.

You can get started by going to the permission tab in a flow, or clicking "Who has access" to see the users. The agent can also provide some explanations at the profile/permission set label.

Org Intelligence surfaces the fill rate for custom fields, showing you what percentage of custom fields actually have a given field populated.

If a field shows 0% fill rate, it's clearly unused, making it a low-risk candidate for deletion. You can pair this with the dependency view to get a full picture of both data usage and metadata usage when deciding whether or not something is safe to delete from your org.

When you pick up a Jira ticket, you can use Org Intelligence to verify that a user story accounts for everything that needs to be considered, identifying all the changes that need to be made together so nothing gets missed during the build.

There are several ways to use Org Intelligence to streamline your documentation management and generation.

For generation, the "Explain Item" feature uses AI to generate structured, up-to-date technical documentation for any metadata item (fields, flows, LWCs, etc.). The generated docs can be copied to clipboard for external use or saved within Gearset's own documentation tab and manually enriched.