HB Adminintegrates with Salesforce Deutsch

Design preview · in development

The admin agent that shows its work.

HB Admin plans each Salesforce change, waits for your approval, runs it and checks the result. Then it drafts the Jira update in your own words.

See all screensOpen the prototype

HB Admin is not available yet. This site shows the design and a clickable prototype. Desktop app for macOS and Windows.

HB Admin - Northwind Outdoor
SFADM-142Discount access for SalesJira Ready for Prod3 components
Work org ▾Dev-Alex DEV SANDBOX✓ built · R-0312→Deploy targetUAT FULL SANDBOX✓ deployed · 1 min 48 s→Deploy targetPRODUCTION✓ deployed 09:23 · RC-0142
↑ 11–13 Nov · answer … run
Receipt RC-0142 - Anna has Read on DiscountPRODUCTION
Alex · 09:301Write the Jira update - my style, short
Assistant · 09:30
Draft D-0142-1Jira commentNot posted
Fixed - Anna and the other Sales users have read access on Discount now. …
7 claims linked1 to confirmStyle: 3 matched, 1 to review
Post commentMove to Done2In preview →
Ask or tell the assistant…
Claude Code · Opus ▾AI on62% context
Draft D-0142-1
northwind.atlassian.net · SFADM-142 · all project users
✓ Evidence7 links✓ DraftD-0142-1● Approve2 buttons○ JiraSFADM-142○ Read backtext + files
DraftAs Jira will show it

Fixed - Anna and the other Sales users have read access on Discount now.1

Reason was the Sales_Core permission set - no read access on the field.2

3Also moved Discount to the Pricing section on the layout3 and updated the help text - max 20 % without manager approval.4

4Deployed to Production today 09:23 confirm5 and checked with Anna's user - read access is there.6

Open point: Tom asked about a discount reason field7 - I would say separate ticket.

FilesE-77 screenshot.pngRC-0142 receipt.pdf
Claim links
1Receipt RC-0142
2Access answer R-0311
3Diff E-75 - layout
4Diff E-75 - help text
5Deploy 0Af5g00000Q3dPL
6Check 09:24:10
7Tom's comment 12 Nov 15:10
Style checks5
3 matched, 1 to review
Short sentences" - " joints"Open point"
Sentence 3 joins two facts - you usually split them.
Too formalToo AI

Plan, approve, run, proof

Every change goes through the same four steps. Reads skip the approval.

1Plan

You ask in plain words. HB Admin reads the org and shows the steps, a visual diff and the way back. Every number says if it is measured, estimated or unknown. P3 · Plan

HB Admin - Northwind Outdoor
SFADM-142Discount access for SalesJira Ready for Prod3 components
Work org ▾Dev-Alex DEV SANDBOX✓ built · R-0312→Deploy targetUAT FULL SANDBOX✓ deployed · 1 min 48 s→Deploy targetPRODUCTION● validated 09:121
↑ 11–12 Nov · answer, build in Dev-Alex, UAT
13 Nov
Validated in Production 09:12 - no errors
Alex · 09:15Plan the Production deploy
Assistant · 09:15
Plan P-0142-3Production change
2Change 3 components in Production
Sales_Core - Read on Discount
Layout - Discount to Pricing
Discount__c - help text
74 users get Read on an existing field - broad change.
Continue to approvalIn preview →
Ask or tell the assistant…
Claude Code · Opus ▾AI on62% context
Plan P-0142-3
Change SFADM-142 · 3 components · Dev-Alex → Production · Validate again
Edit opspatch the version read 09:053
1Sales_Core - Read on DiscountDev-Alex ✓ · UAT ✓ · Prod ○fls.set(Sales_Core, Opportunity.Discount__c, read=true)
2Layout - Discount to PricingDev-Alex ✓ · UAT ✓ · Prod ○layout.moveField(Opportunity-Northwind Sales Layout, Discount__c, Other → Pricing)
3Discount__c - help textDev-Alex ✓ · UAT ✓ · Prod ○field.setHelpText(Opportunity.Discount__c, "Approved discount in percent. Max 20 % without manager approval.")
Read first: 14 components - retrieved 09:05, kept in snapshot S-0142-prod
Visual diffdiff covers whole files - a layout deploy replaces the whole layout4
Sales_CorePermission set · Opportunity fields
Production now
Discount Read Edit
→
After
DiscountRead Edit
Opportunity-Northwind Sales Layoutassignments unchanged
Production now
Pricing
AmountExpected Revenue
Other
DiscountNext Step
→
After
Pricing
AmountExpected RevenueDiscount
Other
DiscountNext Step
Opportunity.Discount__cField · help text
no help text
Approved discount in percent. Max 20 % without manager approval.
Numbers5
WhatValueSource
Users who get Read74Measured
Profiles using the layout3 - assignments unchangedMeasured
Deploy timeabout 2 min (UAT 1 min 48 s)Estimated
Flows / integrations that react—Unknown
No Profile - assignments stay
No Apex - no tests
Way back
We save the 3 components first - one click restores them.6

2Approve

Only you approve, never the model. A small change takes one click. A broad change asks you to type the org name. P4 · Approval

HB Admin - Northwind Outdoor
SFADM-142Discount access for SalesJira Ready for Prod3 components
Work org ▾Dev-Alex DEV SANDBOX✓ built · R-0312→Deploy targetUAT FULL SANDBOX✓ deployed · 1 min 48 s→Deploy targetPRODUCTION● waiting for your approval
↑ 11–13 Nov · answer, build, UAT, validation
Plan P-0142-3 - 3 componentsProduction change
Alex · 09:20Go ahead
Assistant · 09:20
ApprovalPRODUCTIONTier 2 - broad
1Change 3 components in Northwind Outdoor · PRODUCTION
74 users get Read on Discount - way back: restore snapshot.
Type Northwind Outdoor PRODUCTION2 Northwind Outdoor PRODUCTION Class from Salesforce: Production3
The assistant can't approve - only you, here.
CancelDeploy to Production
Ask or tell the assistant…
Claude Code · Opus ▾AI on62% context
What you approve
Plan P-0142-3 · PRODUCTION
1Small, reversible - one click
2Broad - type org name and class← this one 4
3Destructive - name + Touch ID / Windows Hellonot in v1
Scope
Sales_Core - Read on Discount false → true
Layout - Discount Other → Pricing
Discount__c - help text new text
74 users get ReadMeasuredBound to this plan - any edit asks again.5

3Run

The run shows the deploy ID and a Stop button at all times. If the scope changes during the run, it stops. P5 · Run

HB Admin - Northwind Outdoor
SFADM-142Discount access for SalesJira Ready for Prod3 components
Work org ▾Dev-Alex DEV SANDBOX✓ built · R-0312→Deploy targetUAT FULL SANDBOX✓ deployed · 1 min 48 s→Deploy targetPRODUCTION● deploying · 2 of 3
↑ 11–13 Nov · answer, build, UAT, planApproved by Alex · 09:21:02 · typed name and class
Assistant · 09:21
RunPRODUCTIONProduction change
1Deploying 3 components to Production
2 of 3 doneabout 2 minEstimated
Sales_Core
Opportunity-Northwind Sales Layout
Opportunity.Discount__c
StopIn preview →
Queue a note for the running step…
Claude Code · Opus ▾AI on62% contextStop2
Run - Production deploy
Change SFADM-142 · 3 components · snapshot S-0142-prod
Run timeline: approved 09:21:02, snapshot 09:21:10, deploy running since 09:21:20, now 09:22:30, done about 09:23:20 (estimated), then check and screenshot. 09:2109:2209:2309:24 Approved 09:21:02 Snapshot 09:21:10 now 09:22:30 Deploy - 2 of 3 started 09:21:20 done ~09:23:20 Estimated then check + screenshot 3
Evidence so far 4
00D5g000004NwPRUAY · class Productionchecked before run · 4 reads
S-0142-prod · 3 components09:21:10
0Af5g00000Q3dPL · 2 of 3running
Anna’s field accesspending
Screenshot E-77pending
Details 5
$ sf project deploy start --manifest changes/SFADM-142/package.xml --target-org alex.novak@northwind-outdoor.com --async --json → 0Af5g00000Q3dPL
Target checked before run:00D5g000004NwPRUAY· class ProductionMeasured

4Proof

HB Admin reads the result back from the org, saves a receipt and keeps the way back ready. P7 · Receipt

HB Admin - Northwind Outdoor
SFADM-142Discount access for SalesJira Ready for Prod3 components
Work org ▾Dev-Alex DEV SANDBOX✓ built · R-0312→Deploy targetUAT FULL SANDBOX✓ deployed · 1 min 48 s→Deploy targetPRODUCTION✓ deployed 09:23 · RC-0142
↑ 11–13 Nov · answer, build, UAT, plan, approval
Deployed 3/3 · 09:23:52PRODUCTION
Check: Anna Read on Discount__c = true · 09:24:10
Assistant · 09:25
Receipt RC-0142PRODUCTIONDone
1Done - Anna has Read on Discount.
3/3 deployed · checked 09:24:10 · 3 proofs
Restore snapshotWrite Jira update2
Ask or tell the assistant…
Claude Code · Opus ▾AI on62% context
Receipt RC-0142
SFADM-142 · PRODUCTION · 13 Nov 09:23
✓Approved09:21:02✓Snapshot09:21:10✓Deploy 3/309:21:20–23:52✓Check09:24:10✓Screenshot09:25
Deploy
0Af5g00000Q3dPL succeeded 3/3 - no tests (no Apex)
Check
Anna Read on Discount__c = true · 09:24:10 Measured
Approved
Alex Novak 09:21:02 - typed name and class
Assistant saw
3Component names and counts - no record values
Way back
Snapshot S-0142-prod from 09:21:10
Evidence4Save as PDF
Diff · 3 componentsSales_Core · Readfalse → trueLayout · DiscountOther → PricingDiscount__c · helpnew textE-75 · Diff3 components, before and after
Deployment Status Validation · check only0Af5g00000Q3vAL ✓ Succeeded 3/3 · 0 errors · no testsE-76 · Validation0Af5g00000Q3vAL · 09:12
Sales_Core › OpportunityFieldReadEditClose DateDiscountExpected RevenueNext StepE-77 · ScreenshotSales_Core field permissions, Discount row marked · 09:25

What HB Admin does for you

  • Diffs that look like Setup

    Before and after, drawn like the Setup page you know: page layouts, field access, picklist values. Added, removed and changed items are marked in colour and in words.

  • Jira updates in your voice

    HB Admin drafts the comment from the proof, the way you write. Every claim links to its evidence. Nothing is posted until you send it.

  • Local Git history

    Every snapshot and every change is a commit in a local repository. You see what changed, why, and who approved it. No GitHub account needed.

  • Logins stay on your computer

    Org logins live in the macOS Keychain or the Windows Credential Manager. Per client, you choose what the AI model may see.

  • One workspace per client

    Orgs, Jira site, repository and language stay with their client. Evidence from one client never goes to another client’s Jira.

  • Your own AI agent

    HB Admin works with the Claude Code or Codex you already use, with your own paid plan. The Salesforce CLI and Git come with the app.

Later: compare as a user

See the page a user really gets in two orgs, side by side, and why it differs. Planned for v1.5. C1 · Compare as a user

All the screens

The full design has 34 screens. The main ones follow one fictional story: Alex gives Anna access to a field, from the first question to the Jira comment.

Open the screen galleryOpen the prototype

Where we are

  • HB Admin is in design. There is no download yet.
  • The screens are design mockups. All companies, people and data in them are fictional.
  • Version 1 will only make changes that have an exact way back. Features and dates can still change.

Early access

We are looking for Salesforce admins and consultants who want to test the first builds and tell us what is missing.

Write to us

info@helpfulbits.com