> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apexgenius.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Orgs, Projects & Workspaces

> How ApexGenius organizes your work, what an Organization is, what a Project is, and how they map to Salesforce orgs.

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

## 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.

<Note>
  **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**.
</Note>

## 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.

## 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](https://www.apexgenius.ai/auth) to confirm the current organization and project allowances for your account.

## 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.

<Columns cols={2}>
  <Card title="Connect a Salesforce org" href="/getting-started/connect-salesforce">
    Link a production org or sandbox to a project.
  </Card>

  <Card title="How the MCP connection works" href="/concepts/how-mcp-works">
    What happens to your data when you work from Claude or ChatGPT.
  </Card>
</Columns>