Owned by the business. Governed by enterprise controls.
Each team maintains its own definitions — delegated, versioned with rollback, and tracked in change logs.
The teams that know the data maintain it, and every change can be undone.
Domains distribute the ownership. Sales maintains pipeline definitions, Finance maintains its own, and each team applies its own expertise to the area it knows best. Delegated administration means none of them needs org-wide rights to do it.
Teams work in real time, tuning the context as they learn what agents need and keeping it current as Salesforce and the business change. A change takes effect on the next request, with no deployment. Rigorous controls sit underneath: every entity, brief and skill has a draft and an active version, activating records what changed and why, and any version can be rolled back in one action. Where Used shows what depends on a definition before anyone edits it.
And every activation is marked on the usage charts, so changes in trends can be attributed to changes in configuration.
See what a change didVersions
A version records which fields and elements this entity uses. It does not freeze the elements themselves: edit a metric and every entity using it changes at once.
Usage · loads by day
Opportunity 360 · trailing 30 daysEvery activation is marked where it happened.
Versioning, delegation, and a complete change log.
Everything your AI tools and agents know about your CRM data comes from here. It belongs with the people who know what the data means, under the controls IT and security expect.
Artifacts are versioned
Every entity, brief and skill has a draft and an active version. Activation records what changed, and any previous version can be restored in one action.
Domains have delegated administration
Each domain has its own managers. They edit, activate and roll back their own context without org-wide admin rights.
The change log tracks everything
Every change and update, in one place: who activated what, when, and why.
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