Org Expert
The Org Expert answers natural-language questions about your Salesforce org -- "Which fields are required on Account?", "Who can delete a Case?", "What happens when an Opportunity is closed?" -- using the documentation aprity built from your latest scan. Every answer lists the sources it relied on, so you can check it against the documentation.
Where to use it
| Channel | How users reach it |
|---|---|
| aprity web portal | The Org Expert entry in the AI assistants group of the portal menu. Users sign in with Salesforce SSO, as for the rest of the portal. |
| Agentforce (Salesforce) | Your own Agentforce agent, with the two aprity actions attached to it. Users open it from the Agentforce panel. See Agentforce Setup. |
| AI clients (MCP) | ChatGPT, Claude, Cursor or GitHub Copilot call the same knowledge through the Remote MCP Server. See Remote MCP Server. |
All channels answer from the same scan data. Questions asked in the portal and through Agentforce draw on the same Org Expert budget; AI clients connected over MCP use the separate MCP tool-call quota.
What it does
- Grounded answers. Ask about objects, fields, record types, validation rules, triggers, flows, Apex, permissions, ownership, dependencies, integrations and business processes. The agent answers only from what the scan captured.
- Sources you can open. Each answer shows a Sources list linking to the documentation pages it used. References that could not be found in the scan are flagged as Unverified references instead of being presented as facts.
- Version-aware. Each answer states which documentation version (scan) it was built from.
- Feedback. Mark an answer Useful or Not useful. The vote is stored with the question for your organization.
- Suggested actions. From an answer you can, for example, start a user story in the Story Agent or open the related documentation page.
How it works
- Each scan builds a structured index of your org: objects, fields, automations, validation rules, processes, access, ownership, dependencies and integrations.
- When a user asks a question, the agent looks up the relevant facts in that index with deterministic lookup tools, then writes an answer based only on what the lookups returned.
- The answer is displayed with its sources. If the scan does not cover the topic, the agent says so rather than guessing.
The agent does not read your org live. It only sees the latest successful scan. If a recent change is missing from its answers, run a new scan first.
Plan availability
The Org Expert is included on the Intelligence and Trial plans. It is not available on Documentation.
| Plan | Question budget |
|---|---|
| Documentation | Not included |
| Intelligence | 500 per month |
| Trial | 20 for the whole trial |
On Intelligence, the budget resets on the first day of each calendar month and unused questions do not roll over. See Plan Comparison for the full feature matrix.
Privacy
- Answers are built only from your organization's scan data. A question asked in your portal is never answered from another customer's data.
- Question telemetry is scrubbed of personal data (such as email addresses and phone numbers) before it is stored.
Limitations
- Answers reflect the latest successful scan, not the live org.
- One connected org per channel. The agent answers about the org your portal or Agentforce agent is connected to.
- Components outside the scan scope cannot be described. Widen the scope and re-scan if needed.
Troubleshooting
| Issue | Resolution |
|---|---|
| The Org Expert is shown as not included | Your plan does not include the Org Expert. See Plan Comparison. |
| Answers feel outdated | Run a new scan. The agent always answers from the most recent successful scan. |
| "I don't know" or empty answers | The topic is probably outside the scan scope. Check the scope in Analysis Configuration, then re-scan. |
| The agent does not respond in Agentforce | Follow the checks in Agentforce Setup. |
| Budget reached | Wait for the monthly reset, or contact contact@aprity.ai to discuss your plan. |
For anything else, open a ticket from Support in the portal account menu, or contact contact@aprity.ai.