Synebo

BACKGROUND

Please describe your company and position.

I am the Founder of ST8MNT LLC

Describe what your company does in a single sentence.

ST8MNT has created a suite of Saleforce native apps that manage Statements of Work. Users can create, manage and track performance (ST8MNT Inbound; ST8MNT Outbound), keep track of agreement renewals, amendments and terminations (AGRE2MNT) and ideate ST8MNT content using our AI assistant, NAVIG8R.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Synebo to accomplish?

• Needed an AI agent in Salesforce to assist users preparing, ideating, updating, and recommending new content and content changes in Salesforce object records (ST8MNT Inbound and ST8MNT Outbound). NAVIG8R can create new records and associate dependencies between them.. The goal was to reduce manual work and help the new users quickly realize the benefits of ST8MNT and NAVIG8R..

SOLUTION

How did you find Synebo?

Online Search

Why did you select Synebo over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Synebo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

ST8MNT Navigator – Detailed Process Description

1. High‑Level Summary
ST8MNT Navigator is a GPT-powered assistant surfaced in Salesforce via Agentforce. It assists users in ideating, drafting, and refining SOW components (Deliverables, Resources, Change Orders) and can also generate parent ST8MNT records. Navigator is launched via a Global Action and does not auto-detect record types. Users provide context, Navigator generates structured outputs aligned to ST8MNT fields, and—when requested—invokes Salesforce Flows to write suggestions back into records.

2. User Interaction & Entry Points
• Entry Point: Global Action available in the Salesforce header and on relevant Lightning record pages.

• Record Awareness: Navigator does not auto-detect Inbound/Outbound; users declare context in the prompt (e.g., “Inbound SOW, Vendor X”).

• Modes:

  – Drafting Mode: Generate Deliverables, Resources, Change Orders, or a parent ST8MNT outline.

  – Insert Mode: Send the generated text to a Salesforce Flow for field-level writes into draft records.

  – Review Mode: Summarize current SOW content and highlight gaps (read-only).

3. Functional Flow (Step‑by‑Step)
3.1 Launch & Context Capture

  1) User clicks the ‘Open ST8MNT Navigator’ Global Action.

  2) Navigator opens in an Agentforce panel and presents conversation starters (e.g., “Draft a milestone deliverable”).

  3) User provides context explicitly (e.g., app type, project name, scope drivers, constraints).

3.2 Ideation & Drafting

  4) Navigator generates structured content aligned to ST8MNT field definitions (e.g., Deliverable Name, Type, Scope, Acceptance Criteria, Dependencies, Schedule, Price).

  5) User can refine via follow‑up prompts within the same interaction (no persistent session memory beyond the current interaction).

3.3 Insert to Salesforce (via Flow)

  6) User clicks ‘Insert to Salesforce’.

  7) Agentforce triggers a named Salesforce Flow with input variables (e.g., recordId, objectType, mapped fields from Navigator output).

  8) Flow creates or updates draft ST8MNT records (parent or child objects) and returns success/failure to Navigator.

  9) Navigator displays a success toast and offers a deep link to the created/updated record.

3.4 Review & Summarize

  10) On demand, Navigator calls a Summary Flow/Apex to pull current draft data (read-only) and produces a human-readable summary of what’s in the SOW and what’s missing.

  11) Summary text is written back to a logging object and optionally shown as a ‘SOW Summary’ section on the record.

4. Data Interaction Model
• Input: User-provided context in plain language; Navigator does not auto-read record fields.

• Output (Text): Structured sections for Deliverables/Resources/Change Orders/Parent ST8MNT, formatted to match field-level schemas.

• Writeback (Optional): Through a Salesforce Flow (invoked by Agentforce) that maps Navigator outputs to fields, validates values, and creates/updates draft records.

• Read-Only Summaries: A separate Flow/Apex composes record summaries for Navigator to present without direct data writes.

5. Agentforce Integration & Architecture
• UI Host: Agentforce panel launched by a Global Action.

• Invocation Pattern:

  – Generate: Navigator runs prompts and returns text to the panel.

  – Insert: Agentforce calls a named Screenless Flow with input variables; the Flow performs DML and responds.

• Mapping Layer: A lightweight mapping utility (custom metadata) maintains field-name alignment across Inbound/Outbound and future apps.

• Error Handling: Flow returns structured errors (e.g., missing required fields); Navigator surfaces them and offers fix prompts.

• No Auto-Detection: Record type selection is user-driven (keeps behavior predictable and controllable).

6. Security & Privacy
• Data Access: Navigator itself operates with read-only access to Salesforce data; writes occur only via Salesforce Flow invocations with org-side permissions.

• Authentication: Flows run in user context or an integration user context depending on your security model.

• Data Residency: Prefer keeping interactions within Salesforce/Agentforce where possible; any external LLM calls should avoid sending secrets/PII and can be governed by prompt/response minimization.

• Governance: Maintain an allowlist of fields eligible for AI-assisted writeback; audit writes through standard Salesforce field history and custom logs.

7. Telemetry & Logging
• Log each interaction: prompt hash, timestamp, userId, target object, Flow outcome, and record links.

• Store summaries on a ‘Navigator Interaction’ custom object related to the parent ST8MNT record.

• Admin insights: dashboard cards for usage by app (Inbound/Outbound), completion rates, and error types.

• Compliance: Configurable retention window (e.g., 90 days).

8. Implementation Plan
Phase 1 – Enable & Prototype (Week 1)

  • Global Action + Agentforce panel scaffold

  • Initial prompt templates (Deliverables, Resources, Change Orders, Parent ST8MNT)

  • Screenless Flow v1: create draft child records (no updates)

Phase 2 – Field Mapping & Insert (Weeks 2–3)

  • Custom Metadata for field mappings per record type/object

  • Screenless Flow v2: create/update draft records; return IDs & errors

  • Basic logging object + usage dashboard

Phase 3 – Summaries & Hardening (Weeks 4–5)

  • Summary Flow/Apex: compile read-only SOW summaries

  • Error handling & validations, guardrails for required fields

  • Admin controls: enable/disable writeback per profile/permission set

9. Acceptance Criteria
• Users can launch Navigator via Global Action from anywhere in Salesforce.

• Navigator generates field-aligned text for the selected ST8MNT object(s).

• ‘Insert to Salesforce’ successfully creates/updates draft records through Flow with clear success/failure messages.

• Interaction logs and summaries are captured and reportable.

• No auto-detection of record type; user selection governs behavior.

10. Non‑Goals (v1)
• No persistent cross-record session memory.

• No direct Apex REST endpoints for writes (all writes via Flow).

• No automatic ingestion of existing record fields into prompts (context is user-provided).

11. Open Decisions & Recommendations
• External vs. Internal Inference: If using an external LLM, implement data minimization and mask sensitive values; consider using guardrails and an allowlist for fields eligible for writeback.

• Flow Context: Prefer running the insert/update Flow in USER context with Permission Sets that mirror app entitlements; use an Integration User only where necessary.

• Mapping Strategy: Use Custom Metadata Types to manage field mappings by app/object; expose a simple admin UI for maintenance.

• Future: Optionally add Platform Events for decoupled notifications (e.g., ‘NavigatorDraftCreated’) to trigger downstream automations.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

1) Reduced manual work for ST8MNT record creation or updates.

2) An efficient way to interact with ST8MNT Inbound and ST8MNT Outbound.

3) Flexible, scalable solution for current and future needs.

4) Delivered as an AppExchange managed package for easy installation and maintenance across orgs.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Synebo’s project management was excellent. They delivered key milestones on time and maintained clear, consistent communication throughout the engagement. They were highly responsive to my needs, adapting quickly to feedback and helping refine requirements as NAVIG8R evolved. Their ability to balance structure with flexibility made the development process smooth, collaborative, and well-aligned with my expectations. I will definitely utilize their resources in the future!

What was your primary form of communication with Synebo?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out to me the most was their ability to translate a conceptual AI-driven product like NAVIG8R into a practical, working solution within Salesforce. They understood both the technical and user experience aspects, and were able to bring structure and clarity to something that initially started as a high-level idea.

Are there any areas for improvement or something Synebo could have done differently?

Nothing that comes to mind - the entire team was amazing, collaborative, and expeditious in completing the project.

BACKGROUND

Please describe your company and position.

I am the Executive of CommCorrect Technologies, LLC

Describe what your company does in a single sentence.

CommCorrect Technologies helps our clients assess & acquire cloud communication solutions that integrate seamlessly with Salesforce. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Synebo to accomplish?

• Create an AppExchange product that can help our clients monitor their Salesforce org through data anomaly detection.
• Establish a development partner that will ensure the app is built and maintained with best practices and standards.
• Pass security review for AppExchange on first pass.

SOLUTION

How did you find Synebo?

Online Search

Why did you select Synebo over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Synebo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

 Technical architecture of application based on requested functional capabilities All apex and LWC development work Packaging of app User tutorial and package component documentation MVP and general project management Guidance on how to establish Salesforce partnership and submit for security review 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Salesforce App was successfully built and listed on AppExchange

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes they responded to needs and addressed any concerns in a timely fashion.  They helped lock in the MVP and prevent scope creep.

What was your primary form of communication with Synebo?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The team's ability to translate functional requirements into a technical solution was impressive.  They added features such as charting without any wireframes and it turned out great!

Are there any areas for improvement or something Synebo could have done differently?

Additional clarity around the QA process and test cases would help

BACKGROUND

Please describe your company and position.

I am the Product Portfolio Director of a consulting company.

Describe what your company does in a single sentence.

BTS is a consultancy specializing in the people side of strategy.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Synebo to accomplish?

• Create SalesForce UI app

SOLUTION

How did you find Synebo?

Online Search

Why did you select Synebo over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Synebo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

To produce a SalesForce CRM to show our companies content, dynamic to the users context. This app is connected to our CMS and user platform.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Functioning app that met specification and SalesForce app security review requirements

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Synebo was swift and transparent in their communication. There were steps that we faced that required additional advice and consulting which they were quick to respond to. They would exceed our expectations only if the advice was consistently given ahead of when it was required - this would allow us to prepare even better for what was an exploratory project for us.

What was your primary form of communication with Synebo?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Speed and accuracy of response when a specific issue was discussed.

Are there any areas for improvement or something Synebo could have done differently?

I'd like to see more proactive management around meeting agendas and upcoming milestones. Synebo are the experts in this type of app delivery and I would love to see them lead me a little more as to what I can expect, when, and when I should start preparing for this.

BACKGROUND

Please describe your company and position.

I am the Customer Success Manager of Skyvia

Describe what your company does in a single sentence.

Skyvia is a SaaS cloud-based platform that allows you to integrate, backup, access, and manage your cloud data with an all-in-one cloud service.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Synebo to accomplish?

• Migrate from the client’s old CRM system to Salesforce CRM.
• Develop a comprehensive Salesforce solution for the client.

SOLUTION

How did you find Synebo?

Online Search

Why did you select Synebo over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Synebo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

For this project, Synebo was hired to migrate the client's old CRM system to Salesforce Finance Cloud and develop a comprehensive Salesforce solution. Their work included data migration, system integration, user training, and thorough testing. Since data retention and transformation are extremely important during migration, the Synebo development team used Skyvia as a backup platform for the client’s data, ensuring secure and reliable data management. 

Additionally, they conducted a detailed business requirements analysis and customized Salesforce to fit the client's needs.  

Synebo's team delivered a fully operational Salesforce CRM system tailored to the client's business requirements, along with detailed training materials and user documentation.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The client received a fully operational Salesforce CRM that fit their business needs. They observed reduced data entry errors and higher customer satisfaction scores. The integration with other systems made workflows more efficient, and the training led to high user adoption. The client also benefited from improved reporting and analytics, which enhanced their decision-making. Overall, the implemented CRM significantly improved their business operations and customer relationships.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Synebo's project management was good. They consistently delivered on time and were highly responsive to the client's needs. Their communication was clear and proactive, ensuring that we were always informed about the project's status. For tracking, they used Jira. 

What was your primary form of communication with Synebo?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed us the most about Synebo was their business-oriented approach and commitment to delivering scalable Salesforce solutions. They thoroughly understood the client's needs and ensured that the Salesforce system was tailored to their business requirements. Their clear communication and attention to detail made them a reliable and efficient partner.

Are there any areas for improvement or something Synebo could have done differently?

Nothing comes to my mind.

BACKGROUND

Please describe your company and position.

I am the Product Manager of Medisafe

Describe what your company does in a single sentence.

We create solutions for big pharma companies to help monitor patient medication adherence in their patient support programs.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Synebo to accomplish?

• Create a Salesforce Managed package that would give our software capabilities within Salesforce without having users use our stand alone platform
• Easily integrate with Salesforce to minimize effort of our clients

SOLUTION

How did you find Synebo?

Referral

Why did you select Synebo over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Synebo were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team worked to create a Salesforce managed package which would enable full integration of our standalone platform capabilities into our clients' Salesforce to help streamline their workflow. They helped design the package, worked with us to create the JSONs needed for data transfer, and assisted us in all things Salesforce that were new to us, as we had never developed for SF before.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have daily meetings to make sure that we are aligned. We work in biweekly sprints and create goals for each biweekly demo. We have milestones that we define and make sure that the team is aligned and work is moving according to plan.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team is very organized. They easily and happily worked with us on our project management platforms (Slack, ClickUp, Confluence) and were visible and attended meetings, as needed. They were usually on time with deliverables and if not, were able to raise flags when needed. They were very responsive and when needed, worked above and beyond what was expected to help with issues out of standard work hours. The team is a delight to work with.

What was your primary form of communication with Synebo?

Virtual Meeting

What did you find most impressive or unique about this company?

The attention to detail and their responsiveness. They are willing to teach and explain things that are new to us in the world of Salesforce.

Are there any areas for improvement or something Synebo could have done differently?

No.

BACKGROUND

Please describe your company and your position there.

I used Synebo as a salesforce.com 3rd party\SubContractor development team, I was the leading integrator

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

Quick response and time to market, requirements that cannot be implemented with customizations only and required extensive APEX coding.

What were your goals for this project?

salesforce.com Lead to Cash and integration to ERP and other back office applications

SOLUTION

How did you select this vendor?

Word of mouth, good reputation and successful proof of concept.

Describe the project in detail.

salesforce.com Lead to Cash and integration to ERP and other back office applications

What was the team composition?

The Synebo team allocated a dedicated remote team leader, the remote work wasn't an issue since we had daily statuses to monitor the progress, the TL was always approachable and eventually, the Synebo team delivered quality results quickly and ahead of schedule.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

The customizations and coding were by the exact planned design, the quality was very good, any further corrective iterations were done efficiently to a good outcome. The Synebo TL was service-oriented and provided outstanding deliverables.

How effective was the workflow between your team and theirs?

Very effective, we had daily statuses and from time to time corrective iterations, the collaboration was smooth although the long distance.

What did you find most impressive about this company?

Hunger to help and to bring extra value, service orientation, and customer obsession.

Are there any areas for improvement?

No

BACKGROUND

Please describe your company and your position there.

We were a Salesforce services provider as silver partner, delivering SFDC projects across Europe and US. Currently have been acquired by a Software Development Company of US. Was Director of Operations, now Program Director.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

Field Services Lightning (FSL) implementation for a enterprise-level client in Germany.

What were your goals for this project?

Our original contractor for FSL was drawn for another project and we were looking for a new consultant to deliver new functionalities for FSL with several sprints.

SOLUTION

How did you select this vendor?

Personal contacts

Describe the project in detail.

Once selected, we put the consultant directly in the team to start working on delivery of sprint.

What was the team composition?

three consultants and two developers

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

All the necessary functionalities were delivered on time and were high-quality. Client was happy about the person. Sometimes, because the consultant was not there from the beginning, he lacked all knowledge, but this was none of his issue.

How effective was the workflow between your team and theirs?

Quite OK, using agile framework, it works well..

What did you find most impressive about this company?

The guy allocated for the project was experienced enough to help us immediately.

Are there any areas for improvement?

No, cooperation was very much OK.

BACKGROUND

Please describe your company and your position there.

Tailored-ICS offers Salesforce Implementation and Consultancy Services. We are located in the Netherlands, but due to the (Salesforce) Cloud we work for a number of customers within Europe. I am the founder and managing partner of the company and besides managing the company, I am also actively involved in some of our customer projects.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Synebo?

For one of our customers we needed to implement a custom solution on the Salesforce platform and for that we hired Synebo to provide additional Development capacity.

What were your goals for this project?

Providing our customer with a qualitative and user friendly solution

SOLUTION

How did you select this vendor?

Tailored-ICS's other managing partner has been in contact with Synebo for a while, hence we contacted them to see if they were able to provide us with the needed development skills.

Describe the project and the services they provided in detail.

Based on the requirements we collected before and during the project, Synebo provided the development work for that. This included Apex triggers, Apex classes, Lightning pages, Lightning Components, setting up the Customer Community and providing additional pages and mapping.

What was the team composition?

It was a team of 2 till 3 experienced developers that were involved in the project besides our own team. In order to streamline the planning and projectmeetings, they added a Synebo project lead who took care of the work distribution within Synebo.

RESULTS & FEEDBACK

Can you share any information that demonstrates the impact that this project has had on your business?

The impact for our customer is that their 'customers' can fulfill a request online via the Customer Community in a user-friendly manner. This saves them time as before this was put in manually or via a webpage. The webpage was not user friendly as their customer could not save any request, so if additional information needed to be gathered they had to fill out the form several times. By starting a new form every time, this also resulted in a lot of uncompleted requests that had to be handled by our customer.

How was project management arranged and how effective was it?

The project was managed by Tailored-ICS, however as mentioned before Synebo also provided a project manager to streamline the work distribution, planning, and communication on their side, which worked very pleasantly.

What did you find most impressive about this company?

I was impressed by their ability to provide the right skills at the right time and the manner in which they handled any change during the project.

Are there any areas for improvement?

There are not many areas that they need to improve, the only things we experienced that maybe could be improved is the way they estimate the work (understanding of the high-level processes at the start) and how to adjust to work together. This last point is I believe also due to us, as this was our first project together it is always hard to know in which manner it is best to provide the information. Once we reached that common ground, it worked out very well.

BACKGROUND

Introduce your business and what you do there.

I am the CEO of Pharmbills which is an organization that hires teams remotely in Ukraine for American companies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Synebo?

We were looking for someone to automate our payroll, hiring, and HR objectives for us.

SOLUTION

What was the scope of their involvement?

They’ve worked on our Salesforce integrations portal interface to make sure anything we need on the payroll and HR front is being met. There’s a lot of development going on there. It’s a multi-stack project which began a while ago and is still ongoing.

The next sprint should be finished in August. Everything is being built on Salesforce, but I am not sure which technologies they are using.

What is the team composition?

We work with four people including the CEO, a PM, and a developer.

How did you come to work with Synebo?

They are located in the same city where we are. I was introduced to the CEO at an event. We exchanged different challenges that we are facing, and they said they could help us with our challenge.

They first started with a trial and created a mini product for something small that we needed, and then we engaged with them in a full contract. 

How much have you invested in them?

We have spent over $50,000 USD.

What is the status of this engagement?

We began working with them in February of 2017 and the work is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They met deadlines and the level of QA. Their team checked for errors even before we even started testing so when we were testing, the changes were really minor. They have over-delivered in whatever they promised us at every stage.

We use the product daily. It’s our design, but like in any company, there are people who are happier and those who are less happy. The transition from the tool we were using before wasn’t easy because people are used to whatever they are used to.

How did Synebo perform from a project management standpoint?

We have internal project management tools. In terms of communication, we use the phone and Skype.

What did you find most impressive about them?

They overdeliver, which is impressive.

Are there any areas they could improve?

Sometimes they have more of a demand than they can accommodate. I think they have improved in the last year on it.