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ApexGenius has two levels of structure. Getting them straight makes everything else obvious.

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Organization

An Organization (Org) is your team’s workspace. It owns:
  • Members: teammates you invite share the same projects
  • Account access: billing state and workspace allowances apply at the organization level
  • Projects: every connected Salesforce org belongs to an organization
Most people have exactly one organization. You’d create a second one only for a genuinely separate team or company.
Naming collision.“Org” means two different things in this world: your ApexGenius workspace, and a Salesforce org. In ApexGenius, the workspace is the Organization and each connected Salesforce org is a Project.

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Project

A Project is one connected Salesforce org: production, a sandbox, or a client org. Everything that describes that Salesforce org stays inside its project:
  • The Salesforce connection mode and target instance
  • Synced metadata (what the AI knows about the org)
  • Files (components you’ve retrieved or the AI has written)
  • Chats, reports, and the Soul Doc
Switching projects changes the active Salesforce context. Confirm the selected project before reading or writing data, especially when both production and sandbox projects exist. ApexGenius supports per-user Salesforce authorization where it is enabled. Some legacy projects can still use a shared project-level connection. The connection mode shown in the project is the source of truth for which Salesforce credential a tool call uses.

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How many can I have?

Consultants and admins typically use one project per client or environment, such as production or a sandbox. Open Settings → Billing in the ApexGenius workspace to confirm the current organization and project allowances for your account.

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Where you switch

In the app, the Org and Project pickers sit at the top of the left sidebar. Over MCP, call salesforce_list_projects, select the intended project, and pass its exact project_id to each Salesforce operation. ApexGenius does not silently choose a default project for those calls.

Connect a Salesforce org

Link a production org or sandbox to a project.

How the MCP connection works

What happens to your data when you work from Claude or ChatGPT.
Last modified on August 28, 2026