It’s a new year and even if you’re not creating specific resolutions, chances are you’re focused on setting goals for yourself and for your company. Here at Sweep, we’ve been busy adding new product features designed to help you meet those goals:

Customize Matching and Dedupe Logic

With this newly enhanced feature you can:

  • Set up custom tie-breakers to decide between multiple matched/duplicate record
  • Apply Advanced Filters to easily control exactly which records should be included in your dedupe/matching logic
  • Activate new “Lead to Lead” matching and automatically identity and auto-convert matching leads

Watch a quick video to see how it works:

Sweep Logs

Now you can monitor any Sweep automations, assignments and other logic – their actual impact and outcomes – directly from Salesforce.

Increase your visibility into your Salesforce organization while maximizing your efficiency. Check out this video to learn more:

And, in case you missed it, our team has been incredibly busy. We also recently released:

  • Slack Alert History - Instantly check when Slack alerts are triggered, and who received them, directly from Sweep.
  • Sweep Admin Gate Override - Bypass Sweep gates for specific users. This is perfect for testing scenarios or handling urgent situations.
  • New Consolidated Automation Trigger - Automate more processes with trigger automations based on record creation or updates.

Make 2024 the year that you optimize your Salesforce. Book a demo with one of our team members today.

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