Most Salesforce orgs are black boxes: undocumented, misaligned, and dangerously dependent on tribal knowledge. When an Admin leaves, their expertise walks out the door. When someone new joins, onboarding drags on for weeks. And when something breaks? Good luck tracing the root cause.
Without documentation, every change becomes a risk. And fixing issues means reverse-engineering decisions no one remembers making.
That’s where Sweep’s Documentation Agent comes in.
No more reverse-engineering Flows or combing through legacy Process Builders. The Documentation Agent auto-generates real-time, always-accurate documentation: a living map of your entire Salesforce configuration, from metadata to dependencies to usage patterns.
It’s your Salesforce, instantly searchable. Built so your team can move faster and with confidence.
Where traditional Salesforce documentation falls short
Keeping Salesforce documentation up to date is like trying to write a manual while the machine is running and being rebuilt in real time.
Traditional methods break down because:
- It becomes obsolete fast: Documentation becomes outdated the moment something changes… which is always.
- It steals time: Manually documenting Salesforce pulls your best minds away from the work that actually matters.
- It doesn’t scale: As your org grows, so does its complexity. Most teams simply can’t keep up.
The cost? Slow onboarding, slower iterations, endless Slack threads, and systems no one fully understands - until something breaks.
How Sweep's Documentation Agent fixes it
Sweep’s Documentation Agent:
- Tracks changes over time: Critical for audit trails, compliance, and team communication.
- Provides contextual explanation: In plain language so it’s easy for anyone to understand.
- Ensures team-friendly sharing: Share documentation across departments so Sales, CS, Marketing, and Ops can all align without extra meetings.
Imagine inheriting a Salesforce org with dozens of Flow, APEX, Validation Rules, among others. Normally, it would take weeks to fully understand how records flow from lead to close. With Sweep’s Documentation Agent, you get all the context you need instantly.
Sweep’s Documentation Agent helps Salesforce Admins, Business Systems, and Operations teams take control of their Salesforce setup.
Book a demo today to see how Sweep’s Documentation Agent can make your Salesforce setup clear, collaborative, and future-proof.
