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Frequently Asked Questions

What is aprity?

aprity reads the metadata of your Salesforce org and publishes documentation your whole team can read: objects and fields, business rules, automations, integrations and functional processes, explained in business language. aprity first computes the facts without AI, then uses AI to explain them, and checks the result against your org.

Where do I read the documentation?

In the aprity web portal, at your own address (for example https://your-company.app.aprity.ai). Users sign in with their Salesforce account. The link is in the Web portal menu of the aprity app in Salesforce.

Who can sign in to the web portal?

Users who have the aprity User or aprity Admin permission set in your Salesforce org, and whose profile is allowed on the aprity External Client App. They do not need anything else: aprity never stores their password.

Which Salesforce editions are supported?

Editions with API access: Enterprise, Unlimited, Performance and Developer Edition, in production or sandbox. Editions without API access are not supported. The aprity app requires Lightning Experience.

How does aprity connect to my Salesforce org?

With the OAuth 2.0 JWT Bearer flow. You create an External Client App in Salesforce and upload a certificate provided by aprity; aprity then connects as the integration user you choose, without any password. The aprity Setup Wizard guides you through each step.

Does aprity read my business data?

No. aprity reads the metadata of your org (its configuration), not your business records, and it does not modify your org. The raw metadata read during an analysis is deleted when the analysis ends.

Can I download the documentation as Word, PDF or HTML files?

No. On every plan, documentation is delivered through the web portal, where it can be searched and shared with links. On the Intelligence and Trial plans, it can also be published to Salesforce Knowledge.

How long does an analysis take?

It depends on the size and complexity of your org. The analysis runs in aprity's cloud: you can leave Salesforce and follow its status later in the Analyses menu of the aprity app.

How often can I run an analysis?

Once a week on the Documentation and Intelligence plans (7 days between two analyses). The Trial plan allows 2 analyses in total, 7 days apart.

What is included in each plan?

All plans include the web portal, the full documentation of your org, the fidelity certificate, the migration backlog and all six languages. Intelligence adds the AI assistants (Org Expert, user stories, on-demand documentation), the Remote MCP Server, Agentforce, the Salesforce Knowledge connector, and Bring Your Own LLM. The 14-day Trial includes everything Intelligence has except Bring Your Own LLM, with smaller quotas and documentation limited to 3 objects.

What are the quotas for the AI assistants?

On the Intelligence plan, per month: 500 Org Expert questions, 100 user-story credits, 30 on-demand documents and 2,000 tool calls from AI clients through the Remote MCP Server. On the Trial plan, for the whole trial: 20 Org Expert questions, 6 user-story credits, 3 on-demand documents and 25 MCP tool calls. The Documentation plan does not include the AI assistants.

Can I use aprity from ChatGPT, Claude, Cursor or GitHub Copilot?

Yes, on the Intelligence and Trial plans. These AI clients connect to the aprity Remote MCP Server and sign in with your Salesforce account; there is no key to copy.

Can I connect multiple Salesforce orgs?

Each aprity plan covers one Salesforce org.

Which languages are supported?

Documentation can be produced in English, French, Spanish, German, Italian or Portuguese, on every plan. You choose the language when you start an analysis.

What happens when my trial ends?

After 14 days, new analyses are refused. Contact contact@aprity.ai to move to a paid plan.

Can I use my own AI model?

Yes, on the Intelligence plan, with Bring Your Own LLM (BYOLLM): you connect your own AI model endpoint instead of the one aprity provides.

Where is aprity hosted?

On Microsoft Azure. Your data is kept separate from other customers' data and all traffic uses HTTPS. See the Data Residency page of the Admin Guide for details on where data and AI processing are located.

How do I get support?

Open a ticket from Support in the web portal menu; the aprity team replies in the portal and by email. If you cannot sign in to the portal yet, write to contact@aprity.ai.