Salesforce assignment rules not cutting it?

Build advanced assignment rules and routing logic across leads, contacts, accounts, and opportunities, so you can focus on strategic initiatives.

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Boost speed-to-lead by 300%

Go live in minutes

Make changes, test them, and deploy in real time, right inside Salesforce.

Save hours every week

Stop spending time marking up spreadsheets, reassigning records, chasing follow-ups.

Cut lead routing costs in half

Replace fragmented tools and consolidate into one easy-to-manage layer.

Sweep handles every assignment rule use case

From routing to deduping to alerts, everything handled in one clean layer and deployed right to Salesforce.

300% faster speed-to-lead
75% faster issue resolution
Handles 100% of edge cases
Cut routing costs by 50%
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From form fill to follow up - in seconds.

One platform for assignment rules, deduplication, and matching

Customizable assignment rules

Create flexible routing rules for any scenario, leads, opportunities, or accounts, based on field values, status, region, and more.

Implementation

Territory & workload management

Define and adjust territories, capacity limits, and fallback rules to ensure fair distribution and fast response across teams.

Integration

Native matching across Salesforce

Automatically link leads to existing accounts or contacts. No more manual mapping or missed connections, just accurate, up-to-date data.

Migration

Automated deduplication

Configure advanced dedupe rules with filters, tie-breakers, and timing logic. Merge duplicates across leads, contacts, and accounts automatically.

Support & enablement
Implementation
Integration

Customizable assignment rules

Create flexible routing rules for any scenario, leads, opportunities, or accounts, based on field values, status, region, and more.

Territory & workload management

Define and adjust territories, capacity limits, and fallback rules to ensure fair distribution and fast response across teams.

Migration
Support & enablement

Native matching across Salesforce

Automatically link leads to existing accounts or contacts. No more manual mapping or missed connections, just accurate, up-to-date data.

Automated deduplication

Configure advanced dedupe rules with filters, tie-breakers, and timing logic. Merge duplicates across leads, contacts, and accounts automatically.

We started looking for a lead routing tool because our process was eating up hours. Other vendors, like LeanData, offered really expensive solutions that only covered routing. When we came across Sweep, what surprised us was that, for a similar cost, Sweep offered 10x more features. It was lead routing, but also deduplication, automation building, Slack alerts. Sweep let us override what Salesforce doesn’t let you do.

Kristin Fetz, Sales Operations, ClearGov

Built for how you work

Zero ramp-up, full impact

Sweep fits your existing lead routing logic, custom rules, territories, teams, so you go live and scale fast.

Deep Salesforce-native integration

Sweep connects directly to your Salesforce instance, no syncing delays, no brittle workarounds.

You stay in control

See it, test it, change it, without waiting on someone else to make edits or push code.

Don't take it from us...

Sweep helped me be more efficient. I can focus on more strategic things which is ultimately the goal in my role.

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Paolo Cavalli
Revenue Operations Manager

58%

faster matching and assignment implementation

60%

improvement in data quality

faster speed-to-lead

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Rouel Agustin
Revenue Operations Manager

4x

increase in Salesforce management efficiency

60%

improvement in data quality

With Sweep, we just build the routing rule we need, no digging through Salesforce’s backend. What used to take weeks now takes a day or two. Huge win for us.

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Jay Mahoney
Revops, Deputy

90%

Reduction in time to implement routing changes

80%

Lower cost to implement logic changes

Territory management went from 5–10 hours a week to maybe one, sometimes less. What used to derail the whole week is now just a quick task between meetings.

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Tzvi Gerstle
RevOps, ClearGov

5x

Faster response to team or territory shifts

90%

Less manual adjustment needed after personnel changes

Frequently Asked Questions

Get quick answers about how Sweep Salesforce implementation services support your systems, teams, and Salesforce workflows.

Sweep is the first agentic workspace for Salesforce, built to unlock GTM clarity through real-time documentation, data-quality engines, and a dynamic AI layer. Whether you’re an Admin, working in Operations, or leading GTM initiatives, Sweep empowers you to work more strategically: surfacing insights, simplifying processes, and strengthening your Salesforce foundation.

Sweep is built for anyone managing GTM business systems in Salesforce or HubSpot:

  • Salesforce Admins: Gain full visibility into your org’s metadata with AI-powered documentation, real-time change tracking, and impact analysis to ensure stability, security, and optimized performance.
  • Revenue, Sales, and Marketing Ops: Connect revenue teams to Salesforce with smart automations, real-time data, cross-team collaboration, and a suite of pipeline solutions
  • CROs & GTM Leaders: Gain high-level insights and ensure teams are iterating quickly. Access a full suite of lead routing tools, customizable Slack alerts, and powerful analytics designed to generate revenue.
  • SIs & Salesforce Consultants: Increase customer satisfaction while reducing operational costs by managing increasingly complex environments with Sweep's agentic workspace.

Nope. Sweep is a no-code tool that’s as powerful as writing Apex, but as intuitive as building a flowchart. Built with business and technical teams in mind, Sweep’s intuitive platform makes it simple and straightforward to build your GTM motion.

Yes. We offer a free tier with access to some core features - no credit card required.

Most teams are up and running in under an hour. If you’re doing something more complex, our team can support you every step of the way with professional services.

Yes. Sweep follows industry best practices for data security, encryption, and compliance. We do not store any of your Salesforce data, we are GDPR-compliant and SOC 2 certified.

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.

We’re here to help! Reach out to support@sweep.io or book a demo to see Sweep in action.

You’re 30 minutes away from cleaner routing.

Book a demo

See how fast you can go live with automated assignment, matching, and alerts.