Simplify Salesforce

documentation with AI

Salesforce documentation is the process of tracking and explaining all the objects, fields, automations, and dependencies that make up your org. In complex environments, this documentation is often incomplete or outdated, making troubleshooting risky and onboarding slow. Sweep replaces static spreadsheets and tribal knowledge with live, AI-powered documentation that updates automatically as your org evolves. Teams gain full visibility, reduce errors, and save hours every week.

Manual documentation requires admins to track fields, flows, and dependencies in spreadsheets or wikis—a process that quickly becomes outdated. Sweep automates 95% of that work by continuously syncing metadata, generating AI-powered explanations, and mapping dependencies in real time. For example, Deputy reduced troubleshooting time 3× and ClearGov cut errors by 90% after switching from manual methods to Sweep.

Arovy (previously Sonar) provides impact analysis and change tracking but is primarily focused on visualizing dependencies. While helpful for seeing where a field or flow connects, it often requires admins to interpret the results manually. Sweep goes beyond Arovy by embedding an AI agent directly into its documentation layer, letting admins ask natural-language questions like “Which flows touch this field?” or “What breaks if I change this picklist?” and get instant, actionable answers. This turns metadata into something usable in real time for troubleshooting, audits, and training, rather than a static map that still requires expert interpretation. In addition, Sweep offers real-time change logs, embedded deduplication and matching, and full cross-object dependency mapping, features that extend documentation into true operational control.

Sweep outpaces Hubbl in Salesforce documentation by offering not just dashboards and visibility, but actionable insights through its AI-agent, continuous metadata sync, and dependency mapping. While Hubbl offers strong process analytics, org health checks, and metadata dashboards, its snapshot-oriented model often means delays and manual interpretation. Sweep, on the other hand, lets admins ask natural-language questions about flows, fields, and automations, see dependencies in real time, track changes as they happen, and immediately connect documentation to downstream workflows (dedupe, routing, alerts). That reduces risk, speeds troubleshooting, and makes metadata management usable for both technical and business users.

Yes. With Sweep, admins can search any metadata, see dependencies instantly, and even ask the AI agent, “Why is this automation running?” or “What downstream objects does this field affect?”. Instead of spending hours digging through Salesforce, teams resolve issues in minutes. Deputy reported cutting a two-week troubleshooting process down to 20 minutes, while ClearGov eliminated entire cycles of trial-and-error fixes.

Yes. Sweep documents everything from standard objects and fields to advanced metadata like Apex triggers, CPQ configurations, validation rules, flows, and custom metadata types. Each item is automatically described, mapped for dependencies, and tracked for changes. Unlike native Salesforce tools, Sweep provides one consolidated, searchable workspace for your entire org.

Everything you built within Sweep and deployed to Salesforce will continue to run as expected and be editable from Salesforce. You just won’t have access to the visual workspace or the ability to make edits from our platform anymore.

AI powers multiple layers of Sweep’s documentation. It generates natural-language explanations for complex automations, surfaces dependencies automatically, and allows admins to ask free-text questions like “Show me all flows that touch the Opportunity Close Date”. This turns metadata into meaning, enabling faster onboarding and smarter decision-making.

Absolutely. With instant visibility into fields, processes, and dependencies, new team members can ramp 2× faster. Instead of relying on legacy notes or reverse-engineering logic, they can explore living documentation and use the AI agent to understand how things work. Deputy, for example, reported a 4× faster onboarding process for admins after adopting Sweep.

Yes. Sweep runs natively alongside your Salesforce instance and doesn’t extract customer data outside your org. Only metadata (configuration details like objects, fields, and automations) is documented, not customer PII or transactional data. This design makes Sweep safe for enterprises in regulated industries like healthcare, finance, and government.

Sweep was built for Salesforce admins and RevOps teams, so it’s designed to be intuitive from day one. Setup requires no code, no custom integration, and minimal training. Customers report cutting documentation ramp time by 50% and onboarding new admins 2× faster because Sweep surfaces everything in a clean, searchable workspace with AI-generated explanations. Instead of weeks of enablement or ongoing consultant hours, teams get instant value with minimal lift.