Everything you need to install, configure, and get the most out of RAGSI.AI in your Salesforce org.
RAGSI.AI is an intelligent Salesforce metadata management platform that brings the power of artificial intelligence directly into your Salesforce org. Built as a native Salesforce managed package with a secure Heroku cloud gateway, RAGSI.AI continuously monitors your org's metadata changes, provides AI-powered impact analysis, generates comprehensive documentation, and offers a conversational AI assistant that understands your entire Salesforce configuration.
Whether you are a Salesforce administrator managing complex orgs, a developer tracking code changes, or an architect designing solutions, RAGSI.AI provides intelligent insights that help you understand, document, and manage your Salesforce environment more effectively.
Browse, search, and filter all 1,470+ objects, fields, flows, Apex classes, triggers, profiles, permission sets, and LWC components.
Real-time monitoring of all metadata changes with risk assessment, categorization, and a visual timeline.
Conversational AI powered by Anthropic Claude that understands your org metadata.
AI-powered dependency analysis showing downstream effects of any metadata change before you make it.
Automatically generate comprehensive technical documentation for any component, object, or process.
Synchronize your org's metadata catalog into a vector-embedded knowledge base for semantic search.
Subscribe to configurable email notifications for metadata changes with customizable frequency and filters.
RAGSI.AI uses a hybrid architecture combining native Salesforce components with a secure Heroku cloud gateway for AI processing.
Before installing RAGSI.AI, ensure your Salesforce org meets the following requirements:
| Requirement | Details |
|---|---|
| Salesforce Edition | Enterprise, Unlimited, or Developer Edition |
| API Version | 62.0 or higher (Winter '25+) |
| User License | Salesforce Platform or full Salesforce license |
| Permissions | System Administrator profile or equivalent |
| Browser | Chrome, Firefox, or Edge (latest versions) |
| Network | HTTPS outbound access to *.herokuapp.com |
Go to appexchange.salesforce.com and search for 'RAGSI.AI'.
Click 'Get It Now', log in with your Salesforce credentials, and select the target org.
Select 'Install for All Users' (recommended). Review package components and permissions.
Click 'Install' and wait 2-5 minutes. You'll receive a confirmation email.
Navigate to Setup > Installed Packages. Confirm 'RAGSI.AI' (namespace: ffmdai) with 153 components.
Go to Setup > Permission Sets. Find 'FF_AI_Admin', click 'Manage Assignments', and add users.
Click the App Launcher (9-dot grid icon), search for 'RAGSI.AI', and open the application.
Verify the Heroku endpoint is listed. If not, add: https://ragsibot-gateway.herokuapp.com
The AI Gateway is a secure Heroku-hosted service that handles AI processing and knowledge base operations.
Navigate to the 'AI Settings' tab. Check the Gateway Connection Status indicator.
A secure JWT token is stored in FF_AI_Secure_Settings__c. No manual configuration needed.
Navigate to 'Knowledge Base Sync' tab and click 'Sync Metadata to Knowledge Base'.
RAGSI.AI uses Anthropic Claude as its AI backbone.
| Setting | Default Value | Description |
|---|---|---|
| AI Provider | Anthropic Claude | The LLM provider for AI features |
| Model | claude-sonnet-4-20250514 | AI model for chat and analysis |
| Max Tokens | 4096 | Maximum response length |
| Temperature | 0.7 | Creativity level (0-1) |
| Gateway URL | Auto-configured | Heroku gateway endpoint |
Note: AI provider settings are stored in Custom Metadata (FF_AI_Configuration__mdt) and can be modified by administrators through the AI Settings page.
The Metadata Explorer is your central hub for understanding everything in your Salesforce org. It provides a comprehensive, searchable view of all 1,470+ metadata components including standard and custom objects, fields, validation rules, flows, Apex classes, triggers, profiles, permission sets, and Lightning Web Components.
Use the advanced filter dropdowns to narrow down to specific metadata types, and click 'Generate Docs' to create AI-powered documentation for any component.
The Change Timeline provides continuous, automated monitoring of every metadata change. Each change is captured with full details including the component name, type, who made the change, when it occurred, and an AI-powered risk assessment score.
The Email Alerts feature (new in v1.6) allows users to subscribe to automated notifications about metadata changes with configurable frequency, component types, and risk level thresholds.
The AI Chat Assistant is a conversational interface powered by Anthropic Claude with Retrieval-Augmented Generation (RAG). Ask natural language questions like 'What custom fields are on the Account object?' or 'Show me all flows related to opportunities' and receive accurate, context-aware responses.
Quick Action buttons provide one-click access to common queries: Org Overview, Document Object, List Flows, and List Apex. Chat sessions are automatically saved.
The Impact Analysis tab lets you select any metadata component and analyze its dependencies before making changes. The AI Architect tab provides intelligent architecture recommendations based on your current org structure.
Automatically generate comprehensive technical documentation for any Salesforce component. Documents include object schemas, field descriptions, relationships, validation rules, triggers, and process builder flows.
Extract your org's complete metadata catalog and create vector embeddings in the Heroku-hosted knowledge base for AI-powered semantic search and retrieval-augmented generation.
Subscribe to automated email notifications for metadata changes. Configure alert frequency, filter by component types, and set minimum risk level thresholds.
| Configuration | Options | Description |
|---|---|---|
| Frequency | Immediate / Daily / Weekly | How often alert emails are sent |
| Component Types | Apex, Flow, Object, Field, etc. | Which metadata types to monitor |
| Risk Level | High / Medium / Low | Minimum risk level for notifications |
| Status | Active / Paused | Enable or disable the subscription |
The AI Settings page serves as the central administration hub. Administrators can view gateway connection status, configure AI provider settings, set up the metadata monitoring scheduler, and test connectivity.
The automated metadata monitoring scheduler periodically scans your org for changes. It runs as a Salesforce Scheduled Apex job.
| Setting | Default | Description |
|---|---|---|
| Scan Interval | 60 minutes | Time between metadata scans |
| Full Sync | Weekly | Complete metadata refresh frequency |
| Change Detection | Enabled | Automatic change tracking |
| Risk Assessment | Enabled | AI-powered risk scoring |
Full access to all RAGSI.AI features, settings, and data. Assign to administrators and architects.
Gateway authentication tokens are stored in Custom Settings (FF_AI_Secure_Settings__c) with field-level security.
All AI processing occurs within the Salesforce-Heroku trust boundary. Your metadata never leaves this secure perimeter.
API communications use Salesforce Named Credentials for secure, managed authentication.
All Apex controllers enforce CRUD and FLS checks using WITH SECURITY_ENFORCED and stripInaccessible() patterns.
Verify Remote Site Settings include the Heroku endpoint. Go to AI Settings and click 'Test Connection'.
Ensure Knowledge Base Sync has been completed. Check AI Settings for valid configuration.
Verify the Metadata Scheduler is active in Setup > Scheduled Jobs.
Confirm your alert subscription is 'Active'. Check spam folder and Salesforce email deliverability settings.
Ensure System Administrator profile. Verify no conflicting namespace (ffmdai). Contact [email protected].
| Website | www.ragsi.ai |
| Email Support | [email protected] |
| Documentation | docs.ragsi.ai |
| AppExchange | appexchange.salesforce.com |
| Version | 1.6 (Email Alerts & Chat Improvements) |
| Namespace | ffmdai |
| Package Type | 1GP Managed Package |
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