Most Salesforce data work happens in one of two modes. You open records one at a time in Salesforce, or you flatten them into rows for a loader or spreadsheet. Both approaches are useful, but neither gives you a good place to work with a connected set of records as a whole.
Org Loom is built for that missing middle. It gives Salesforce admins and power users a visual canvas where records, values, and relationships can be reviewed together before anything changes in Salesforce.
Salesforce data is more than a table
An Account, its Contacts, open Opportunities, Cases, and custom records form a connected working set. In a spreadsheet, those relationships are reduced to IDs across separate tabs or files. In the standard Salesforce interface, the same information is spread across record pages and related lists.
On an Org Loom canvas, each record is a card and each lookup can remain a visible connection. You can bring records in by browsing Salesforce, running a SOQL query, importing CSV files, creating drafts, or asking AI to propose a new dataset. Standard and custom objects use the same workflow.
Stage the work, then upload when it is ready
The canvas is a working area, not an automatic sync engine. Creating a draft, editing a field, drawing a relationship, running a bulk edit, or accepting an AI proposal changes the canvas first. It does not immediately change a Salesforce business record.
Before upload, Org Loom checks required fields, field access, relationships, and other issues it can identify in advance. You can inspect individual records, compare field values, find duplicates, review validation rules, and decide exactly which staged records to send. The upload remains an explicit action.
If a recent upload needs to be reversed, Activity History can recall the records it created and restore eligible field changes from that upload. The recall preview shows what can be reversed before it runs.
Move between orgs without rebuilding the dataset
Cross-org work is where the difference becomes especially visible. A canvas can be prepared in a source org, carried to a destination org, and reviewed as a connected dataset. The guided migration flow helps decide which records should be created, which should update existing destination records, and how to handle fields that differ between the two schemas.
That does not make schema differences disappear, but it keeps the decisions in one reviewable workflow instead of spreading them across exports, mapping spreadsheets, and repeated loader jobs.
AI works on the canvas, not directly on your org
Org Loom can generate new draft records from a prompt, and its MCP interface can let supported AI clients inspect or propose changes to a canvas. Those changes still follow the same review model. AI can help prepare the work, but Salesforce records do not change until a user reviews the canvas and confirms an upload.
Where Org Loom fits
Org Loom is not trying to replace every Salesforce data tool. A traditional loader is still the right choice for a tightly specified, million-row ETL job. Salesforce record pages remain the right place for many day-to-day transactions on a single record.
Org Loom is different when the work needs judgment: when several related records must be understood together, when edits need review before upload, when a dataset is moving between orgs, or when an admin wants a teammate or AI assistant to contribute without giving up the final decision.
- Visual context: records and lookup relationships share one canvas.
- One staged workflow: create, edit, bulk-change, compare, and validate before upload.
- Guided cross-org migration: review matches and schema differences at the destination.
- Human-controlled AI: AI prepares canvas changes while users control Salesforce writes.
- Collaboration and governance: Team workspaces add sharing, member roles, permissions, approvals, and workspace-wide history.
Designed around your Salesforce org
Saved canvases are encrypted and stored as files in your Salesforce org. Org Loom does not store Salesforce record values or canvas contents at rest on its servers. Refresh tokens are held temporarily and are not written to the Org Loom database. The canvas core is also source-available on GitHub for teams that want to inspect the code that interacts with Salesforce.
See it for yourself
You can explore the canvas in the Org Loom playground without signing up, or join the open beta when you are ready to connect your own Salesforce org. For a guided first session, begin with Connecting a Salesforce org and then follow the Canvas quick start.