Sweep’s agentic workspace is a visual collaboration layer for Salesforce where admins, RevOps, and metadata agents work together in real time. Instead of digging through setup menus or relying on outdated Lucid diagrams, teams see processes mapped onto a single canvas. From there, they can design, document, and deploy changes faster and with greater confidence.

• Admins and Architects gain instant visibility into processes and dependencies, making changes safer.
• RevOps Managers can collaborate with technical teams and propose process updates visually.
• Business Leaders finally see how Salesforce processes connect to GTM execution without deciphering code.
• End Users benefit from cleaner workflows, fewer errors, and faster fixes when issues arise.

When errors surface in Salesforce, finding the cause can take hours. In the agentic workspace, you can click into the affected process, see every related automation, and trace upstream or downstream dependencies. Agents provide plain-English explanations of flows, rules, or code involved, helping teams resolve issues 3× faster on average.

Customers typically report:

• 99% faster discovery (weeks reduced to minutes)
• 3× faster troubleshooting
• 30–50% fewer admin hours spent on documentation or ticket resolution
• Reduced cost of ownership by consolidating tools and minimizing reliance on consultants

The bigger ROI is adaptability: your Salesforce org evolves with your business without adding headcount or risking breakage.

Yes. Sweep operates within your Salesforce permissions and supports role-based access. Every recommendation, change, or dependency trace includes an audit trail, making it easy to pass compliance reviews. The platform aligns with GDPR, HIPAA, and SOC2 requirements, giving regulated industries confidence that system governance remains intact.

You can connect your Salesforce environment to Sweep in minutes. Once connected, the Agentic Workspace automatically maps your processes, surfaces dependencies, and provides living documentation. From there, you can begin collaborating with agents and stakeholders on process improvements.

Sweep’s documentation agent turns your org into a searchable knowledge base, automatically capturing objects, fields, page layouts, validation rules, Flows, triggers, and approval processes. Ask natural‑language questions (e.g., “Explain this Flow’s decision logic”) and get linked answers to the exact components. Background syncing keeps everything current, so onboarding, audits, and handoffs stay accurate without manual wikis. Teams typically compress multi‑week discovery into minutes and reduce repetitive questions.

Sweep’s metadata agents run an overlap check on a target object (Lead, Opportunity, etc.) and returns a ranked list of Flows updating the same field(s), plus entry conditions, owners, and last‑modified dates. It flags missing fault paths, hardcoded values, and logic that should be merged or sequenced. You’ll also see guardrail recommendations to keep execution predictable and within governor limits. Proactive alerts in Slack/email help you catch conflicts during build and UAT—long before users feel the impact in production.

Use Sweep’s metadata agents for migration guidance: the agent inventories legacy automations, translates entry criteria and actions into plain English, and proposes equivalent Flow patterns (with Subflows where logic repeats). You’ll receive a phased rollout plan prioritized by dependency and risk, with edge‑case notes and test ideas. The result: faster modernization with less behavioral drift and cleaner long‑term maintenance.