You can now choose whether dx0 can see CRM data

Metadata got us far. Dependency maps, impact analysis, org intelligence — all built on metadata alone. But there's a whole category of Salesforce problems that metadata can't solve, and we've been hearing about them.

Why isn't this lead assignment rule firing? Why is the duplicate rule letting records through? What's actually happening in production?

Now the agent can go find out.

How to get it

Data access is off by default — reach out to us and we'll enable it on our end. From there, you switch it on in your account settings and you're live. The agent decides when a data query is actually needed; you don't have to prompt it.

On privacy

Before anything reaches the LLM, it goes through the dx0 trust layer. PII gets stripped on our servers — emails, dates of birth, ID numbers, gone before the model ever sees them. The agent knows this and won't even attempt to surface that data if you ask. It's not a setting you configure. It's just how it works.

If you want it enabled, get in touch.

dx0 now index more metadata types which power the AI agent's capabilities to understand your org. This new update includes:

- Permission Sets / Groups

- Global Picklists / Value Sets

- Workflows and their subtypes (email alert, field update, etc.)

- Approval processes

Additionally, we've enhanced the index UI so that it's always clear which metadata types are available and when they were last indexed.

You can now access your bills, payment methods and invoices from your settings page. Just click your avatar > Billing.

The dx0 search functionality, available both on the agent and the user interface, has been significantly enhanced. Users can now conduct searches within specific folders, utilize regular expressions, and perform negative searches. The screenshot below illustrates how to identify all flows that do not include the term "CustomerPriority." This capability can assist in locating various elements within your organization, such as specific Apex patterns, flows containing particular formulas, and hardcoded user IDs within flows. Enjoy!

We've shipped prompt templates to make it easier to understand the art of possible. You can do a whole audit of the org in seconds, find dependencies, create UML diagrams from processes, and much more.

You can now search your entire org at your own pace using the "Search" functionality on the sidebar. Search for hardcoded email addresses, User Ids, picklist values or anything else.

You can now type "/" in the chat to instantly access the most common follow-up actions we've seen them use. If the agent's answer is more technical than you'd like, the "/simplify" command rewrites it in plain English in seconds so anyone on the team can understand it. Prefer scannable information? The "/table" command reformats the last answer as a clean table.