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Modernize without breaking production

Sweep’s Model Context Protocol (MCP) is the AI-to-AI communication layer within Sweep’s Agentic Layer that allows external AI systems like ChatGPT and Claude to query Salesforce data and metadata. This allows AI to reason about how your system actually works.

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AI-powered Salesforce insights and automation

Sweep MCP transforms Salesforce from a complex reporting system into a conversational interface. By connecting your CRM’s structure, automations, and definitions to large language models, teams can access real insights instantly, without building reports or dashboards.

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Multi-Org Metadata Mapping

Most enterprises don't run one org. They run production, sandboxes, legacy acquisitions, regional instances, and dev environments that became critical infrastructure. Sweep automatically discovers and connects all of them into a single, continuously updated system model.

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AI-Powered Documentation

Manual documentation doesn't survive enterprise change velocity. Sweep's Documentation Agent continuously generates and maintains explanations for fields, flows, validation rules, and automations, in language both technical and business teams can understand. Ask questions in natural language and get grounded, explainable answers.

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AI-Powered Documentation

Manual documentation doesn't survive enterprise change velocity. Sweep's Documentation Agent continuously generates and maintains explanations for fields, flows, validation rules, and automations, in language both technical and business teams can understand. Ask questions in natural language and get grounded, explainable answers.

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Infinite Audit Trail & Compliance

Salesforce's native audit history stops at six months. Sweep stores everything, indefinitely. Every configuration change across every environment is captured in real time, enabling audit-ready documentation for SOC 2, HIPAA, GDPR, SOX, and internal governance.

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Proactive Monitoring

Governance isn't just visibility — it's prevention. Sweep's Monitoring Agent continuously scans for risks, bottlenecks, and best-practice violations, alerting teams before issues reach production and replacing reactive firefighting with proactive control.

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Build Mode: Agents That Do the Work For You

Understanding systems is only useful if it leads to action. Sweep identifies where workflows can be simplified, retired, or safely automated—and its Build Mode functionality for Metadata Agents assists with execution while keeping full governance and approval controls in place.

AI Readiness & Agentforce Deployment

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Enterprise AI initiatives fail when agents lack context.

Every organization racing to deploy Agentforce faces the same question: does your AI agent actually understand your system, or is it guessing?

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Sweep provides the governed agentic layer on your metadata to enable AI agents require to operate safely

Sweep provides the governed agentic layer on your metadata to enable AI agents require to operate safely:

Customer stories

From undocumented complexity to architecture-level clarity

Challenge:
Augury runs Salesforce at the center of a global GTM and service operation spanning Sales Cloud, Field Service, partners, and regional workflows. Years of customization, undocumented flows, and lost institutional knowledge meant even small changes required days (or weeks) of investigation. After a team consolidation, the risk of moving fast without breaking production became unsustainable.

Implementation:
Augury deployed Sweep as a shared, always-on agentic metadata layer across Admin and RevOps. Sweep documented flows, surfaced dependencies, explained legacy logic, and generated audit-ready context automatically—removing the need for manual impact analysis or reverse-engineering.

Results:

  • 50% faster project delivery (14 to 7 days)
  • 67% faster incident resolution
  • 15–25 hours/week reclaimed across Admin + RevOps
  • 2x more deployments shipped in six months

"Sweep has become a vital tool in the Salesforce admin belt. We're moving with velocity — and we feel safe doing it."

david
Eric Cirincione,
Business Systems Lead, Augury
Modernizing a 16-year-old Salesforce org without breaking it

Challenge:
Deputy inherited a Salesforce org built over 16 years—thousands of custom fields, hundreds of flows, and deeply embedded Apex logic. Understanding how anything worked required weeks of digging, slowing onboarding, troubleshooting, and process change.

Implementation:
Deputy used Sweep's AI-powered documentation and visual metadata mapping to surface every dependency across the org. Admins and RevOps could click into flows, ask agents what logic was doing, and share live system views with stakeholders instead of static diagrams.

Results:

  • Troubleshooting reduced from weeks to minutes
  • 3x faster deployments for routing and process changes
  • Faster onboarding with zero reliance on institutional knowledge
  • Confident cleanup of legacy automations and fields

"What used to take two weeks of digging now takes just 20 minutes. Being able to ask the AI agent what's happening in a Flow is invaluable."

Nicole
Jay Mahoeny
Principal RevOps Manager, Deputy
Eliminating data chaos with agentic documentation

Challenge:
As Brex scaled, Salesforce accumulated years of metadata debt: unused fields, unclear ownership, conflicting automations, and inconsistent data. Even basic questions — Which fields matter? What updates them? Why is this data wrong? — required days of manual analysis.

Implementation:
Brex launched its "Raise The Grade" initiative using Sweep's Documentation Agent to automatically map objects, fields, flows, and dependencies. The team gained instant clarity into how data was generated and maintained — without manual documentation work.

Results:

  • 70–90% reduction in manual documentation effort
  • Simplified data models through removal of unused fields
  • More reliable reporting and dashboards
  • Clear, explainable system context for business and technical leaders

"Sweep gave us instant visibility into fields and automations that would've taken weeks to uncover manually. It transformed how we approach data quality."

Dylan
Dylan Hughes
GTM Business Systems Lead, Brex
Read more customer stories

Frequently Asked Questions

Yes. Sweep was built for enterprises with multiple orgs, sandboxes, and complex architectures. Whether you need a Salesforce org merge tool, or an ongoing multi-org strategy, most of our customers manage 5–20+ environments.

AI agents require deterministic, explainable context to operate safely. Sweep provides the governed metadata layer that makes Agentforce and autonomous AI deployments viable—not experimental. Teams conducting an AI readiness audit use Sweep to establish the metadata foundation before committing to a full rollout.

DevOps tools manage deployment pipelines. Sweep manages metadata intelligence. They're complementary: Copado helps you ship changes, Sweep helps you understand what you're changing and why it matters. Many customers use both.

Salesforce's Setup and Field Dependencies show you pieces. Sweep shows you the whole picture—across orgs, with AI-powered explanation, infinite audit history, and proactive monitoring. It's the difference between having a parts list and having a blueprint.

Multi-org dependency mapping and comparative analysis require the Enterprise tier with Multi-Org Mode. For single-org migration (Flow Migration, Tech Debt Cleanup), Platform and Foundation tiers are sufficient. Talk to us and we'll match you to the right product for your current use case.

No. Sweep sits alongside your systems, providing visibility, governance, and intelligence across them.

Sweep connects via OAuth with read-only metadata access by default. We never store your business data—only configuration metadata. All connections are encrypted, and Sweep is SOC 2 Type II compliant.

Yes. Agents surface recommendations and explanations, but configuration changes require explicit approval. Sweep's Builder Agents propose automations — you decide what ships.


Most enterprises go live within a week. Sweep connects via OAuth, begins indexing immediately, and surfaces initial documentation and insights within hours. No professional services required for core deployment.

Sweep works with Enterprise, Unlimited, and Performance editions across Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, and CPQ. We support both Lightning and Classic configurations

Yes. Sweep indexes metadata from managed packages and surfaces dependencies between packaged and custom components—so you can see how third-party apps interact with your configurations.

Ready to see your org clearly?

See your architecture. Build safely. Route correctly. Launch with confidence. Sweep makes Salesforce intuitive to implement and simple to scale — with expert guidance available if you need it.Get a live walkthrough of Sweep and understand exactly what’s safe to change before your next migration or cleanup.