Break free from rigid Salesforce deduplication rules

Sweep helps you go beyond native limitations and configure accurate, real-time deduplication logic that adapts to your needs. Get cleaner data, better routing, and a faster path to revenue.

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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 deduplication scenario

Detect and merge duplicates across leads, contacts, and accounts

2x cleaner Salesforce records
90% reduction in manual merges
100% coverage of edge cases
40% improvement in assignment accuracy
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From form fill to follow up - in seconds.

Everything you wish Salesforce deduplication could do

Customizable deduplication logic

Define exact match criteria, filters, and comparison logic based on your real-world data model.

Implementation

Trigger what happens next

Automatically assign merged records, notify owners, or kick off downstream automations.

Integration

Handle conflicts with confidence

Use tie-breaker logic, like latest modified date or custom rules, to choose the best record to keep.

Migration

Auto-enrich during merge

Fill new lead fields with values from existing records, like owner, industry, or account name.

Support & enablement
Implementation
Integration

Customizable deduplication logic

Define exact match criteria, filters, and comparison logic based on your real-world data model.

Trigger what happens next

Automatically assign merged records, notify owners, or kick off downstream automations.

Migration
Support & enablement

Handle conflicts with confidence

Use tie-breaker logic, like latest modified date or custom rules, to choose the best record to keep.

Auto-enrich during merge

Fill new lead fields with values from existing records, like owner, industry, or account name.

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

Go beyond the limits of native deduplication

Built to evolve with your business

Adapt and refine your deduplication logic as your GTM strategy changes.

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

We had our new business funnel built out in two days, far faster than I’ve seen before. Updating sales funnels, dependencies, and validation rules can easily take up to a month

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Tzvi Gerstle
RevOps, ClearGov

5x

Faster response to team or territory shifts

90%

Less manual adjustment needed after personnel changes

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

Frequently Asked Questions

How Sweep prevents duplicates from breaking assignment logic and cluttering your CRM.

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 from cleaner, more reliable Salesforce data.

Book a demo

Stop reacting to duplicates, start preventing them.