> ## 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.

# Loading Metadata

> Sync your Salesforce org's metadata so ApexGenius can analyze it.

After connecting your org, load its metadata so ApexGenius can search and explain it.

## Run your first sync

1. Go to **Dashboard → Metadata**.
2. Click **Sync with Salesforce**.
3. Choose which metadata types to load. The selector shows the types currently available for the project.
4. Wait for completion. Sync time varies with org size, Salesforce availability, and the selected metadata types. You can navigate away while the sync continues in the background.
5. When it's done you'll see the total component count, a breakdown by type, and a green **SF Connected** status.

<Tip>
  **Keep it fresh.**

  Re-sync weekly or after major deployments so ApexGenius reflects the current state of your org.
</Tip>

## Supported metadata types

The metadata selector is the source of truth for supported types. Common examples include:

| Type           | Description                                      |
| -------------- | ------------------------------------------------ |
| ApexClass      | Controllers, batch jobs, services                |
| ApexTrigger    | Triggers on objects                              |
| Flow           | Screen, Autolaunched, and record-triggered Flows |
| CustomObject   | Custom and standard objects                      |
| CustomField    | Fields on objects                                |
| ValidationRule | Validation rules                                 |
| RecordType     | Record types                                     |
| ListView       | List view definitions                            |
| Layout         | Page layouts                                     |
| PermissionSet  | Permission sets                                  |
| CompactLayout  | Compact layouts                                  |

## Next steps

<Columns cols={2}>
  <Card title="Use the web workspace" href="/getting-started/using-chat">Manage project context before you ask from an AI client.</Card>
  <Card title="Set up MCP" href="/guides/mcp-setup">Connect your preferred AI client.</Card>
</Columns>