TL;DR:

• A fast-growing B2B SaaS company needed to scale its Go-to-Market (GTM) operations without expanding headcount.
• Their lean RevOps team managed a complex Salesforce environment that had evolved through years of rapid iteration, inherited processes, and limited documentation.
• To maintain speed and reliability, the team sought a way to simplify troubleshooting, improve visibility, and reduce operational bottlenecks — without hiring a full-time developer.

The challenge: Salesforce had become a black box

Tell us if you’ve heard this one before. As the company expanded, its Salesforce org grew increasingly difficult to navigate.

Flows, formulas, and Apex logic overlapped in ways that were hard to trace.

Even small configuration changes often required hours of investigation or third-party consultant involvement.

Documentation couldn’t keep up with the pace of change, leaving the RevOps team with limited context on why certain components existed or how they interacted.

One RevOps leader described the situation: “Anytime we needed to change something, even a state going to a new territory, it required a consultant fee or hours of work. It was too complex to manage internally.”

The team considered hiring a full-time Salesforce developer but realized what they needed was visibility into their metadata along with tools to self-troubleshoot and automate documentation. Notably, the consultant who originally built their lead routing recommended Sweep, recognizing it as the more sustainable, scalable path forward.

The solution: Metadata agents

The company implemented Sweep to streamline lead routing, but quickly discovered the broader power of Metadata Agents. These agents became central to how RevOps operates day-to-day in Salesforce.

Documentation Agent

Sweep’s Documentation Agent transformed error resolution. What once took hours — or even days — is now solved in minutes. With AI powered by metadata context, the team can drop in an error code and instantly see the root cause across flows, formulas, and triggers.

A Salesforce admin said: “We had a complex SLA formula issue in Salesforce that would’ve taken me all day. Sweep helped me troubleshoot, test, and even provided the formulas to use — it was fixed in just 15 minutes.”

Another RevOps analyst said: “The documentation agent has been a huge win. We can instantly share clear playbooks, and it totally removes the legwork of writing them ourselves.”

Creating SOPs, process guides, and flow documentation used to be manual and time-consuming. With the Documentation Agent, the team now generates instant, metadata-backed documentation that supports enablement across RevOps and Sales.

A strategic consultant partnership

With Sweep, the team no longer needs a full-time developer, and consultant usage has shifted from day-to-day maintenance to targeted, strategic work. The consultant remains a trusted partner for niche scenarios, while RevOps now self-serves routine changes in minutes.

Expanding impact: User Support Agent (next phase)

The next step is enabling Sales users to self-serve answers to Salesforce errors and process questions. Early projections estimate a 20% reduction in RevOps inbound support, freeing the team to focus on strategic initiatives.

As one RevOps team member said: “We were close to hiring another person. Once we understood the Agentic Layer, we realized we didn’t need to.”

The results