Feature overview

The Salesforce CRM Continuity Platform

OneTouch mirrors Salesforce across admin, metadata, and CRM experiences so every team keeps working during outages. Control discovery, rebuild orgs in minutes, and stay online without retraining or changing your security model.

Admin domain

Platform controls for complex orgs

Org Connections

Connect Production, Full Sandbox, Partial, or Developer orgs for unified continuity operations.

Metadata Discovery

Pull objects, fields, profiles, permission sets, layouts, OWD, and sharing rules into a unified blueprint.

Migration Plans

Define incremental or full rebuilds for the objects, layouts, and permissions you need mirrored.

User Sync

Automatically map Salesforce profiles & permission sets into Supabase roles and row-level security.

Data Sync Engine

Control continuous, outage-mode, or recovery sync behaviors per object with conflict-free replay.

Object & Layout Builder

Visually manage how OneTouch mirrors Salesforce UI layouts, related lists, and component visibility.

Data Hygiene Tools

Admin tools to clear orgs, re-sync metadata, rebuild layouts, and validate continuity environments.

CRM domain

A mirrored Salesforce experience

User Login & RLS Enforcement

Users see the exact records their Salesforce permissions allow — row-level security is mirrored automatically.

Tabs & Navigation

Object-based navigation mirrors Salesforce tabs and related lists for instant familiarity.

Layouts & Field-Level Controls

Lightning record pages, field groupings, related lists, and visibility rules render exactly as in Salesforce.

Create & Edit Forms

OneTouch validates every change against Salesforce rules before queuing them for sync.

Sync Status Bar

Show live outage detection, local drafts, and pending sync items for every user session.

Parent/Child Navigation

Drill from Account to Contacts to Opportunities and back again — just like Salesforce.

Outage intelligence

Outage mode visibility

Downtime isn’t always a full outage. If Salesforce is degraded, unreachable, or unstable, OneTouch becomes the working CRM for your revenue teams.

  • Log calls and activities
  • Update notes and key fields
  • Create leads, opportunities, and cases
  • Edit existing records
  • View related lists and context
  • Continue daily workflows without spreadsheets

Sync insights

Auto-switch to OneTouch

Users stay productive while Salesforce is degraded.

Sync queue observability

Track pending updates and reconcile automatically.

Continuity snapshots

Operational Continuity

Keep core selling + support work moving when Salesforce is degraded or down.

Zero Retraining

OneTouch mirrors layouts, permissions, and navigation exactly as users expect.

Instant Sync Back

When Salesforce returns, OneTouch syncs all work automatically.

OneTouch introduces CRM Continuity — a new category that keeps Salesforce-first teams productive when the platform isn’t. Join the movement, share your story, and help us shape the future of revenue resilience.