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Understand and govern Salesforce Data 360

As Data 360 scales, teams lose visibility into what’s running, how profiles are unified, what powers segments and activations, and how changes cascade across the system.

Sweep brings Salesforce Data 360 into the Agentic Layer, indexing metadata, identity logic, dependencies, permissions, and cross-system lineage across Salesforce, Snowflake, and downstream activations.

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Built into Sweep’s Agentic Layer

Sweep continuously indexes Data 360 metadata, enabling reasoning across ingestion, modeling, identity resolution, segmentation, and activation.

Sweep provides the visibility. The Agentic Layer reasons on top of it.

Metadata Agents & Impact Analysis

Ask natural-language questions about Data Streams, DMOs, Identity Resolution rules, Calculated Insights, and Segments and simulate change impact before deploying.

Automated Documentation & Dependency Mapping

Generate always-current documentation and deterministic dependency graphs across Data Streams, Data Lake Objects, Data Model Objects, Identity Resolution Rulesets & Match Rules, and more.

Visual Workspace

Visually explore Salesforce Data 360 metadata, dependencies, and cross-system lineage in a shared, interactive workspace.

What you unlock with the Data 360 Platform

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Complete visibility into your Data 360 architecture

Data 360 implementations fail when teams ingest data before understanding what exists and how systems connect.

Sweep surfaces Data 360 architecture, revealing Data Streams and their sources, how Data Lake Objects map to canonical Data Model Objects, how objects are categorized, and how data flows through modeling and transformation.

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Identity resolution you can audit and explain

Identity Resolution is central to Data 360, yet it is often opaque. Sweep indexes rulesets, match rules, participating Data Model Objects, identity attributes, execution order, and downstream dependencies.

Teams can see why records were merged, which fields drive matching, and how rule changes affect unified profiles, segments, and activations.

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End-to-end lineage across Salesforce, Data 360, and Snowflake

Salesforce CRM feeds Data 360 via Data Streams, creating Data Lake Objects that map to Data Model Objects. Identity Resolution produces unified profiles that power Calculated Insights and Segments, which activate into Salesforce clouds, external systems, and Snowflake.

Sweep maps this entire flow into a single metadata graph. Trace a field from a Salesforce object to a unified profile, into a Segment, and through activation. Questions like “Where did this field come from?” and “Where is it used?” are answered instantly.

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Impact analysis before you ship changes

Data 360 environments are tightly coupled. A change to a DMO field, Data Stream, identity rule, or Segment can cascade into downstream workflows and activations.

Sweep exposes upstream and downstream dependencies before deployment so teams can assess risk in advance instead of discovering breakage in production.

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Permissions and Data Space visibility

Data 360 adds layered security across Salesforce permissions, Data 360 permission sets, Data Spaces, and attribute-based access control. As Agentforce and advanced activations expand, complexity increases.

Sweep’s Permissions Agent shows who has administrative access, who can manage segments and activations, and how access is distributed across Data Spaces. Teams gain clarity before layering on ABAC policies and agent permissions.

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Foundation work in minutes, not weeks

Pre-implementation discovery is often the slowest, most expensive phase of a Data 360 rollout. Teams spend weeks inventorying objects, fields, automations, identity attributes, and permissions before designing DMOs and configuring Identity Resolution.

Sweep automates and continuously updates that inventory so teams enter modeling and identity configuration with full context instead of spreadsheets and tribal knowledge.

Frequently Asked Questions

Sweep securely indexes Data 360 metadata, not customer data values, and builds a structured understanding of how your environment is configured. This includes Data Streams, Data Lake Objects, Data Model Objects, Identity Resolution rulesets, Calculated Insights, Segments, Activation Targets, and Data Spaces. Sweep continuously refreshes this context as your environment evolves.

No. Sweep operates on metadata only. It does not extract PII or transactional record values from Data 360.

Sweep surfaces identity attributes, match rules, participating DMOs, and downstream dependencies so teams can audit merge logic and understand the impact of rule changes before deploying them.

No. Sweep complements Salesforce-native configuration tools. Data modeling, identity resolution configuration, ABAC policy setup, and activation management remain in Salesforce. Sweep provides visibility, documentation, dependency mapping, and impact analysis across the entire architecture.


Yes. Sweep is SOC 2 Type II compliant, encrypts data in transit and at rest, and operates exclusively on metadata. It supports enterprise governance and regulated environments.

After connecting Data 360, teams can generate automated documentation, explore dependencies visually, perform impact analysis before changes, troubleshoot issues faster, and maintain a shared source of truth for how warehouse logic works. Over time, this reduces risk, improves velocity, and makes Data 360 easier to operate as systems scale.

Understand your Data 360. Change it safely.

Clarity before configuration. Impact analysis before deployment.