Jataka -
Complete Platform Audit
The autonomous Salesforce governance engine. From code review to compliance, Jataka guards your org at every stage of the development lifecycle.
Table of Contents
Executive Summary
Jataka is an autonomous Salesforce governance platform that acts as an intelligent layer across the entire Salesforce development lifecycle. It connects to your GitHub repositories, Salesforce orgs, Jira boards, and developer tools - analyzing every code change, metadata modification, and configuration update before it reaches production.
The Problem
Salesforce orgs grow uncontrollably. Every team adds fields, writes triggers, builds flows, and creates automation - without visibility into what already exists or what might break.
| Problem | Jataka Solution | Impact |
|---|---|---|
| SOQL queries inside loops cause production outages | Limit Firewall blocks them at PR level before merge | Zero governor limit incidents |
| Developers create duplicate fields | Duplicate Field Prevention cross-references entire org | 30-40% reduction in metadata bloat |
| UI tests break when Salesforce updates DOM | Vision AI self-heals broken selectors automatically | 90% reduction in test maintenance |
| No one knows blast radius of changing a field | IDE integration shows every dependency in real-time | 80% fewer unintended side effects |
| M&A requires manual metadata comparison | Automated org merge mapping with overlap report | Due diligence: months to days |
| Compliance audits require manual access tracing | Automated security access reports across all profiles | Audit reports in minutes |
How It Integrates
flowchart LR
subgraph CONNECT["Jataka Connects To"]
G["GitHub\nRepositories"]
S["Salesforce\nOrgs"]
J["Jira\nBoards"]
SL["Slack\nWorkspace"]
IDE["IDE\nCursor / VS Code"]
end
subgraph ENGINE["Jataka Engine"]
E["Metadata Graph\n+ AI Analysis\n+ Governance Rules"]
end
subgraph ACTION["Automated Actions"]
A1["PR Review Comments"]
A2["PR Approve / Block"]
A3["Auto-Fix Commits"]
A4["Slack Responses"]
A5["IDE Previews"]
A6["Audit Reports"]
end
G --> E
S --> E
J --> E
SL --> E
IDE --> E
E --> A1
E --> A2
E --> A3
E --> A4
E --> A5
E --> A6Platform Architecture - How Jataka Works
2.1 End-to-End Lifecycle Flow
Jataka operates across the entire development lifecycle - from the moment a developer opens their IDE to production monitoring after deployment.
flowchart TD
A["DEVELOPER WRITES CODE\nApex, LWC, Flows, Metadata\nin IDE"]
B["IDE ANALYSIS\nBlast radius preview\nField dependency map\nLimit estimation"]
C["PR CREATED ON GITHUB\nCode pushed, PR opened"]
D["Jataka PR REVIEW\nFull automated analysis\nacross all 5 modules"]
E{"VIOLATIONS\nFOUND?"}
F["PR AUTO-APPROVED\nAll checks pass"]
G["PR BLOCKED\nLine-level violation report\nwith remediation steps"]
H["AUTO-FIX GENERATED\nAI creates fix commit"]
I["DEPLOYED TO PRODUCTION"]
J["SYNTHETIC MONITORING\n24/7 production health checks"]
A --> B --> C --> D --> E
E -->|No| F --> I
E -->|"Yes, auto-fixable"| H --> D
E -->|"Yes, needs human"| G
G -->|Developer fixes| C
I --> J
J -->|Issue detected| G2.2 What Happens During PR Review - Detailed Breakdown
When a PR is created, Jataka performs a comprehensive analysis. Here is exactly what gets analyzed, in what order, and what outputs are produced.
flowchart TD
subgraph INPUTS["STEP 1 - GATHER CONTEXT"]
I1["PR Diff\nChanged Apex, Flows,\nmetadata XML"]
I2["Full Org Metadata\nEvery object, field,\nflow, class, profile"]
I3["Linked Jira Ticket\nAcceptance criteria"]
I4["Business Rules\nOrg-specific policies"]
end
subgraph ANALYSIS["STEP 2 - ANALYZE"]
A1["LIMIT FIREWALL\nSOQL loops, CPU,\nData skew, API limits"]
A2["ARCHITECTURE\nDuplicates, orphans,\npatterns, best practices"]
A3["QA ENGINE\nSelf-healing tests,\nvideo, verification"]
A4["INTEGRATION\nAPI contracts,\nERP validation"]
end
subgraph OUTPUTS["STEP 3 - ACT"]
O1["APPROVE"]
O2["BLOCK\nLine-level report"]
O3["AUTO-FIX\nAI commits"]
O4["AUDIT LOG\nCompliance record"]
end
I1 --> A1
I1 --> A2
I2 --> A1
I2 --> A2
I3 --> A3
I4 --> A2
I2 --> A3
I2 --> A4
A1 --> O1
A1 --> O2
A2 --> O2
A2 --> O3
A3 --> O4
A4 --> O2The Limit Firewall
Prevents Salesforce governor limit violations before they reach production. Governor limits are hard caps enforced per transaction - exceeding them crashes the entire transaction. This is the #1 cause of production outages in Salesforce.
How It Works
flowchart TD
PR["PR Submitted
Developer pushes Apex/Flow changes"]
PARSE["STEP 1: AST PARSING
Parse Apex into Abstract Syntax Tree
Map every method, loop, DML, SOQL"]
LOOP["STEP 2: LOOP DETECTION
Find SOQL/DML inside loops
Including indirect method calls"]
CPU["STEP 3: CPU PROFILING
Estimate CPU time for complex paths
Sync: 10,000ms / Async: 60,000ms"]
SKEW["STEP 4: DATA SKEW
Analyze DML against org data
Flag row-locking patterns"]
API["STEP 5: API LIMITS
Count callouts per transaction
Limit: 100 sync / 200 async"]
REPORT["VIOLATION REPORT
File + line number
Severity + fix suggestion"]
DECIDE{"CRITICAL
VIOLATIONS?"}
BLOCK["PR BLOCKED"]
APPROVE["PR APPROVED"]
CTX{{"JATAKA CONTEXT GRAPH
Live Production Data Map
e.g., 80,000 Contacts
+ Runtime physics"}}
PR --> PARSE --> LOOP --> CPU --> SKEW --> API --> REPORT --> DECIDE
DECIDE -->|Yes| BLOCK
DECIDE -->|No| APPROVE
CTX -. "Production volumes
drive the simulation" .-> CPU
CTX -. "Org data distribution
powers skew detection" .-> SKEW
style CTX fill:#2563EB,stroke:#2563EB,stroke-width:2px,color:#ffffffCapabilities
3.3.1 - Prevent SOQL & DML Loops
What it detects: Any SOQL query or DML operation that executes inside a loop. Also detects indirect calls - method A calls method B inside a loop, and method B has SOQL.
Why it matters: Salesforce enforces 100 SOQL queries and 150 DML statements per transaction. A loop over 200 records with one query per iteration crashes at iteration 101.
AccountService.cls:47
A SOQL query [SELECT Id, Name FROM Contact WHERE AccountId = :acc.Id] is executed inside a for loop iterating over accounts. If there are more than 100 records, this throws System.LimitException.
Fix: Move the query before the loop and use a Map to access results.
3.3.2 - Catch CPU Timeouts
What it detects:Code paths where estimated CPU execution time approaches Salesforce's limit (10s sync, 60s async).
How:Analyzes algorithmic complexity - loop nesting depth, collection operations, string manipulation. Flags paths estimated to consume >70% of CPU limit.
3.3.3 - Detect Data Skew
What it detects: DML patterns that cause row-locking errors - parent records with 10K+ children, lookup skew on shared objects, ownership concentration.
How:Cross-references DML operations against the org's actual data distribution.
3.3.4 - Enforce API Limits
What it detects: Outbound HTTP callouts exceeding 100/transaction. Also checks for missing async patterns in batch callout scenarios.
| Check | SF Limit | Detection Method | Severity |
|---|---|---|---|
| SOQL in loops | 100 queries/txn | AST + indirect call tracing | Critical |
| DML in loops | 150 statements/txn | AST + indirect call tracing | Critical |
| CPU time | 10,000ms / 60,000ms | Complexity estimation | Critical |
| Data skew | Row lock contention | Org data distribution analysis | Warning |
| API callouts | 100 sync / 200 async | Callout path tracing | Critical |
Why This Matters
Tech Debt & Architecture Governance
Prevents new technical debt from entering the org and autonomously remediates existing debt. Enforces architecture standards, blocks redundant metadata, discovers dead code, and auto-refactors patterns.
How It Works
flowchart TD
CHANGE["CHANGE DETECTED
New PR with metadata changes"]
CTX{{"JATAKA CONTEXT GRAPH
Entire org history
+ 360-degree
dependency map"}}
DUP["DUPLICATE SCAN
Compare new fields vs all
existing org fields"]
ORPHAN["ORPHAN DISCOVERY
Dependency graph analysis
Find zero-reference metadata"]
ARCH["ARCHITECTURE CHECK\nEnforce Flows over Triggers\nHandler patterns, naming"]
LOGIC["BUSINESS LOGIC\nVerify org-specific rules"]
BEST["BEST PRACTICES\nCRUD/FLS, sharing,\ncoverage, patterns"]
BULK["BULKIFICATION\nDetect single-record code\nAuto-refactor to bulk-safe"]
CLEAN["CLEANUP GENERATOR\nGenerate destructiveChanges.xml"]
SCORE["DEBT SCORE"]
DECIDE{"ISSUES?"}
AUTOFIX["AUTO-FIX PR"]
BLOCK["BLOCKED"]
PASS["APPROVED"]
CHANGE --> CTX
CTX --> DUP
CTX --> ORPHAN
CHANGE --> ARCH
CHANGE --> LOGIC
CHANGE --> BEST
CHANGE --> BULK
DUP --> SCORE
ORPHAN --> CLEAN --> SCORE
ARCH --> SCORE
LOGIC --> SCORE
BEST --> SCORE
BULK --> AUTOFIX
SCORE --> DECIDE
DECIDE -->|Auto-fixable| AUTOFIX
DECIDE -->|Policy violation| BLOCK
DECIDE -->|Clean| PASSCapabilities
4.3.1 - Duplicate Field Prevention
When a developer creates a new custom field, Jataka searches the entire org metadatafor existing fields that serve the same purpose. Checks name similarity, data type, picklist values, and usage patterns. If >85% match, PR blocked.
Field: Account.Customer_Status__c
This appears to duplicate Account.Account_Status__c:
- Name similarity: 87% - Both Picklist type - 4/5 values identical
Existing field: Created 2023-04-15, used by 3 Flows, 2 Apex classes, 5 reports
4.3.2 - Orphan Node Discovery
Builds a complete dependency graph of every metadata component. Identifies components with zero inbound references - dead fields, unused classes, abandoned Flows. Assigns confidence scores (80-100%).
4.3.3 - Architecture Enforcement
| Rule | What It Blocks | Why |
|---|---|---|
| No simple triggers | Inline trigger logic | Must use handler pattern or Flow |
| No hardcoded IDs | Id profileId = '00e...' | Breaks across environments |
| No empty test asserts | Tests without assertions | False confidence - tests nothing |
| Separation of concerns | Logic in trigger body | Use service/handler classes |
| Error handling | Bare try/catch blocks | Swallowed exceptions hide bugs |
4.3.4 - Autonomous Cleanup
Auto-generates destructiveChanges.xml deployment packages for confirmed orphan metadata. Ready to deploy - just review and ship.
4.3.5 - Apex Bulkification
Detects single-record patterns in Apex and autonomously refactors into bulk-safe logic using Maps, Sets, and Lists. Pushes refactored code as a fix commit, verified by the .
4.3.6 - Business Logic Enforcement
Every PR checked against org-specific business rules: naming conventions, validation standards, approval process policies, state machine transitions - all machine-enforced.
4.3.7 - Best Practice Maintenance
Every push verified for: with sharing usage, CRUD/FLS checks, test coverage thresholds, async patterns, collection efficiency, SOQL pagination.
Why This Matters
Autonomous QA
Self-healing tests, automated video evidence, intelligent data seeding, and mathematical verification of business logic correctness.
How It Works
flowchart TD
TRIGGER["TEST TRIGGERED
PR merge, schedule, or on-demand"]
CTX{{"JATAKA CONTEXT GRAPH
Jira Acceptance Criteria
+ Business intent
+ Org schema"}}
SEED["SMART DATA SEEDING
Generate minimal test records
respecting all field constraints"]
EXEC["UI TEST EXECUTION
Headless browser runs E2E tests
against Salesforce UI"]
HEAL{"SELECTOR
BROKEN?"}
VISION["VISION AI HEALING
Screenshot page, find element
visually, update selector"]
RECORD["VIDEO RECORDING
Record every step for
audit evidence"]
VERIFY["LOGIC VERIFICATION
Mathematically prove
refactored code equivalence"]
REPORT["QA REPORT
Pass/fail, videos,
coverage, proof status"]
TRIGGER --> CTX
CTX --> SEED --> EXEC --> HEAL
HEAL -->|Yes| VISION --> EXEC
HEAL -->|No| RECORD --> VERIFY --> REPORT
CTX -. "Business intent
powers visual healing" .-> VISION
style CTX fill:#2563EB,stroke:#2563EB,stroke-width:2px,color:#ffffffCapabilities
5.3.1 - Self-Healing UI Tests
The problem: Salesforce releases 3 major updates/year. Each can change CSS class names and DOM structure. Every UI test breaks - even though the app works fine. QA teams spend 2-4 weeks per release fixing selectors.
The solution: When a selector fails, Jataka takes a screenshot and uses Vision AI to locate the element visually (by button text, position, appearance). The selector is auto-updated and the test continues.
Test Maintenance
-90%
Reduction in test maintenance effort
SF Release Impact
0 days
Downtime from selector breakage
5.3.2 - Video Logs
Every test execution auto-recorded as video. Shows every click, keystroke, page navigation, and data verification. Serves as irrefutable audit evidence for SOX, HIPAA, SOC2 compliance.
5.3.3 - Smart Data Seeding
Generates the minimal viable dataset per test - respecting required fields, lookup relationships, validation rules, and picklist values. Records auto-cleaned after test. Zero sandbox bloat.
Example: To test Opportunity closure, generates 1 Account + 1 Contact + 1 Opportunity + 1 LineItem. Total: 4 records. Created in 2 seconds. Auto-cleaned.
5.3.4 - Verification Protocol
When Jataka refactors code, the protocol mathematically proves the refactored version produces identical output for all possible inputs. Zero tolerance - even one divergence rejects the refactoring.
Why This Matters
Developer Experience
Embeds intelligence directly into the IDE, Slack, and Jira - no context-switching required.
How It Works
flowchart TD
subgraph IDE_FLOW["IDE INTEGRATION"]
DEV["Developer edits\na field in Cursor"]
BLAST["Jataka shows blast radius:\n3 Flows, 2 Apex classes,\n5 Reports, 1 Validation Rule"]
WARN["Changing this field\nbreaks Flow 'Lead Assignment'"]
DEV --> BLAST --> WARN
end
subgraph SLACK_FLOW["SLACK BOT"]
Q["'What happens when\nan Opp stage changes\nto Closed Won?'"]
ANS["1. Trigger OppTrigger fires\n2. Flow sends notification\n3. Revenue Schedule created\n4. Account field updated\n5. Outbound msg to ERP"]
Q --> ANS
end
subgraph JIRA_FLOW["JIRA ALIGNMENT"]
JIRA["Jira says: Add Status__c\nand create update Flow"]
CHECK["Status__c field found\nFlow found\nFlow doesn't fire on Case close\nMissing test coverage"]
JIRA --> CHECK
endCapabilities
6.3.1 - IDE Integration: Blast Radius Preview
Inside Cursor/VSCode, see the complete impact of any change before saving. Modify a field? Instantly see every Flow, Apex class, Report, Validation Rule, Page Layout, and integration that references it.
Renaming this field will break:
- Flow "Lead Scoring" - reads field at Decision Node 3
- Apex "AccountService" - queries field at line 47
- Report "Top Accounts" - filters on this field
- Page Layout "Account Layout" - displays this field
Total impact: 4 components will break
6.3.2 - Slack Bot
Ask plain-English questions in Slack. Jataka responds with graph-backed answers:
| Question | Response |
|---|---|
| "Which Flows reference Account.Status__c?" | Lists all 5 Flows with names, versions, and which nodes reference the field |
| "What happens when a Lead is converted?" | Full execution trace: triggers to flows to process builders to field updates |
| "Who can see Contact.SSN__c?" | Lists profiles and permission sets with field-level read access |
| "What would break if I delete OpportunityLineItem?" | Full dependency analysis across all metadata types |
6.3.3 - Jira Alignment
Reads Jira acceptance criteria and verifies the PR actually implements what was specified. Catches requirement gaps at code review time - not UAT.
Why This Matters
Enterprise Use Cases
Purpose-built capabilities for M&A, compliance, integration governance, production monitoring, and legacy modernization.
How It Works
flowchart TD
subgraph MA["M&A ORG MERGE"]
MA1A{{"ORG A
CONTEXT GRAPH"}} --> MA3
MA1B{{"ORG B
CONTEXT GRAPH"}} --> MA3
MA3["MASTER JATAKA
OVERLAP GRAPH
mathematical comparison"] --> MA4["Generate Merge Report
with migration plan"]
end
subgraph SEC["SECURITY AUDIT"]
S1["Select sensitive field"] --> S2["Trace access:\nProfiles, PermSets,\nSharing Rules, OWD"] --> S3["Generate compliance report\nUser-Field access matrix"]
end
subgraph API["API CONTRACT"]
APCTX{{"JATAKA CONTEXT GRAPH
Auto-discovered
inbound + outbound
dependencies"}} --> AP2["PR modifies contracted field"] --> AP3["Auto-block PR
Notify integration owner
(SAP / MuleSoft / Workday)"]
end
subgraph MON["SYNTHETIC MONITORING"]
MO1["Define critical paths\nLead, Opp, Case flows"] --> MO2["Run against PROD\nevery 15 minutes"] --> MO3["Alert on failure\nSlack + Jira incident"]
end
subgraph MIG["LEGACY MIGRATION"]
MI1["Scan for Workflow Rules"] --> MI2["Parse conditions + actions"] --> MI3["Generate equivalent Flow"] --> MI4["Create PR with
Flow + tests + proof"]
end
style APCTX fill:#2563EB,stroke:#2563EB,stroke-width:2px,color:#ffffff
style MA1A fill:#2563EB,stroke:#2563EB,stroke-width:2px,color:#ffffff
style MA1B fill:#2563EB,stroke:#2563EB,stroke-width:2px,color:#ffffff
style MA3 fill:#1a1a1a,stroke:#2563EB,stroke-width:2px,color:#ffffffCapabilities
7.3.1 - M&A Org Merge Mapping
Connects to both Salesforce orgs, extracts full metadata, and produces a complete overlap report: identical components, conflicts, unique items, and estimated merge effort.
| Component | Org A | Org B | Status | Action |
|---|---|---|---|---|
Account.Revenue__c | Currency | Currency | Identical | Keep one |
Account.Status__c | Picklist (5) | Picklist (8) | Conflict | Merge values |
LeadScoring Flow | Active | N/A | Unique to A | Migrate |
AccountTrigger | Handler pattern | Inline | Conflict | Use Org A |
Impact: M&A due-diligence reduced from months to days.
7.3.2 - Security Audits
Traces every access path from any user to any field: Profiles to Permission Sets to Permission Set Groups to Sharing Rules to OWD. Generates compliance-ready reports for SOX, HIPAA, GDPR, SOC2.
7.3.3 - API Contract Guardian
Maintains a registry of fields consumed by external systems. Any PR that modifies or deletes a contracted field is auto-blocked with the integration owner notified.
Account.Revenue__c is consumed by SAP ERP Integration.
Contact: integration-team@company.com
This field cannot be modified without integration owner approval.
7.3.4 - Synthetic Monitoring
Runs lightweight, non-destructive test scenarios against Production every 15 minutes. Verifies critical business processes work. Alerts via Slack + auto-creates Jira incident on failure.
7.3.5 - Legacy Migration (Workflow Rules to Flows)
Autonomously translates retiring Workflow Rules into modern Flow equivalents - preserving all conditions, field updates, email alerts, and outbound messages. Behavioral equivalence verified by the Verification Protocol.
Why This Matters
Complete Capability Matrix
| # | Module | Capability | What It Does | Primary Benefit |
|---|---|---|---|---|
| 1 | Limit Firewall | SOQL/DML Loop Prevention | Blocks database queries inside loops at PR level | Eliminates #1 limit breach cause |
| 2 | Limit Firewall | CPU Timeout Detection | Profiles Apex/Flows for CPU time estimation | Prevents timeout errors |
| 3 | Limit Firewall | Data Skew Detection | Flags row-locking patterns before deployment | Prevents lock errors at scale |
| 4 | Limit Firewall | API Limit Enforcement | Validates outbound callout counts | Prevents integration failures |
| 5 | Tech Debt | Duplicate Field Prevention | Blocks redundant custom field creation | 30-40% less metadata bloat |
| 6 | Tech Debt | Orphan Node Discovery | Finds dead metadata safe for deletion | Clean, performant org |
| 7 | Tech Debt | Architecture Enforcement | Auto-reject non-compliant patterns | Consistent architecture |
| 8 | Tech Debt | Autonomous Cleanup | Auto-generate deletion XML packages | Zero manual cleanup |
| 9 | Tech Debt | Apex Bulkification | Auto-refactor to bulk-safe code | Scalable, limit-safe code |
| 10 | Tech Debt | Business Logic Enforcement | Check PRs against business rules | Domain policy compliance |
| 11 | Tech Debt | Best Practice Maintenance | Every push checked for best practices | Consistent code quality |
| 12 | QA | Self-Healing UI Tests | Vision AI fixes broken selectors | 90% less test maintenance |
| 13 | QA | Video Logs | Auto-record every test execution | Audit-ready evidence |
| 14 | QA | Smart Data Seeding | Generate minimal test records | 50% fewer sandbox refreshes |
| 15 | QA | Verification Protocol | Mathematically prove code equivalence | Zero regressions |
| 16 | Dev XP | IDE Blast Radius | Show all dependencies in real-time | 80% fewer side effects |
| 17 | Dev XP | Slack Bot | Natural language org queries | Hours saved weekly |
| 18 | Dev XP | Jira Alignment | Verify PR meets acceptance criteria | Requirement traceability |
| 19 | Enterprise | M&A Org Merge Mapping | Compare orgs, map overlap | Months to days |
| 20 | Enterprise | Security Audits | Trace user access across profiles | SOX/HIPAA/GDPR compliant |
| 21 | Enterprise | API Contract Guardian | Block integration-breaking changes | Zero breaking deploys |
| 22 | Enterprise | Synthetic Monitoring | 24/7 production health tests | Detect outages in minutes |
| 23 | Enterprise | Legacy Migration | Auto-convert Workflows to Flows | Automated modernization |
Business Impact & ROI
Time Savings
| Activity | Without Jataka | With Jataka | Savings |
|---|---|---|---|
| Code review (limit checks) | 2-4 hours/PR | Automated (0 min) | ~3 hrs/PR |
| Finding field dependencies | 30-60 min/field | Instant (IDE preview) | ~45 min/field |
| Fixing broken UI tests post-release | 2-4 weeks/year | Self-healed (0 days) | ~3 weeks/yr |
| Creating test data | 1-2 hrs/suite | Auto-generated (sec) | ~1.5 hrs/suite |
| Security audit preparation | 2-4 weeks/audit | Minutes (auto report) | ~3 weeks/audit |
| M&A org comparison | 2-6 months | Days (auto mapping) | Months |
| Workflow to Flow migration | 2-4 hrs/rule | Automated (minutes) | ~3 hrs/rule |
| Org architecture questions | 15-60 min (manual) | Seconds (Slack bot) | ~30 min/question |
Risk Reduction
| Risk | Without Jataka | With Jataka |
|---|---|---|
| Governor limit outages | 5-15 per year | Near zero |
| Integration breakages | 2-5 per quarter | Zero |
| Refactoring regressions | Unknown (silent) | Zero (verified) |
| Compliance audit failures | Possible | Eliminated |
| Undetected production outages | Hours | <15 minutes |
Key Metrics
Production Incidents
-95%
Governor limit related incidents
PR Review Speed
Inf.
Unlimited automated reviews per day
Metadata Bloat
-40%
Reduction in redundant metadata
Test Maintenance
-90%
Self-healing test maintenance
M&A Due Diligence
10x
Faster org merge analysis
Onboarding Time
-70%
New developer ramp-up time
Jataka - The Autonomous Salesforce Governance Platform
Confidential - For Internal & Client Presentation Use | (c) 2026 Jataka
Ready to Govern Your Salesforce Org?
Start the pilot.
See Jataka in action.
14-day zero-risk pilot. No production access. No data retention. Automated governance across your entire Salesforce development lifecycle.