Process Mining & Mapping
powered by AI

Turn Salesforce’s black box into a living blueprint. Sweep process mining auto-generates real-time process maps directly from your Salesforce logic, so you can spot friction, enforce compliance, and unlock automation opportunities.

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Intelligent process mining features and capabilities

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Process mining and mapping your metadata

Sweep automatically mines Salesforce metadata and turns it into living process maps. Instead of relying on static diagrams, Lucidcharts, or wikis that quickly go stale, Sweep continuously interprets your Salesforce configuration and displays it visually.

  • Auto-generate maps from objects, record types, fields, flows, validation rules, and Apex classes
  • Eliminate blind spots by connecting every dependency across schema, automation, and code
  • Keep your org documented with continuously updated visuals as Salesforce evolves
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Mapping business processes in your org

Salesforce metadata tells the story of how revenue operations actually run. Sweep interprets object relationships, flows, and automation logic to show how work moves across your GTM systems.

  • Translate configurations into clear, actionable process maps
  • Show where friction slows down revenue operations
  • Bridge technical logic with business outcomes for faster decisions
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Bridging the gap between metadata and stakeholders

Admins and architects understand Salesforce metadata, but business stakeholders often struggle to follow. Sweep turns that complexity into plain language and clear visual process maps.

  • Generate readable descriptions for flows, validation rules, and custom fields
  • Provide executives and operators with interactive process maps instead of static diagrams
  • Align RevOps, IT, and business teams in a shared documentation layer
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Root cause analysis

Identify design flaws or risky dependencies before they impact teams.

  • Spot redundant flows, hard-coded fields, or circular references
  • Trace configuration logic in seconds instead of weeks
  • Reduce troubleshooting cycles by 75%
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Conformance and compliance checks

Ensure your Salesforce configuration reflects intended processes.

  • Audit-ready documentation of every automation and dependency
  • Verify adherence to business and regulatory design rules
  • Build a resilient, governed process layer
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Actionable process intelligence

Turn configuration visibility into automation strategy.

  • Identify where workflows can be streamlined or simplified
  • Prioritize automation opportunities with clarity on dependencies
  • Reveal where agentic AI can add the most value
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Advanced search across metadata

Find exactly what you need, instantly. Sweep’s intelligent search surfaces configurations by name, API name, or even specific content inside formulas, picklists, or error messages.

  • Locate hard-coded IDs, usernames, and values in seconds
  • Search metadata content for error messages or logic strings
  • Speed audits and troubleshooting with precision queries
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Contextual organization

Keep critical configurations at your fingertips. Sweep lets you favorite, tag, and organize metadata for faster navigation and collaboration.

  • Pin high-impact objects and fields for quick access
  • Use custom tags to group related configurations
  • Give admins and teams shared visibility into priority areas

Real users. Real time saved.

From manual diagrams to collaborative process maps
Challenge:

With Sweep’s process mining and mapping, Deputy could instantly generate collaborative visuals of their Salesforce environment. Principal RevOps Manager Jay Mahoney used Sweep to click into process details on demand, while Global Director of Revenue Operations Eric Portugal Welsh leveraged the platform to align global teams around a single shared workspace. New hires

Implementation:

With Sweep’s process mining and mapping, Deputy could instantly generate collaborative visuals of their Salesforce environment. Principal RevOps Manager Jay Mahoney used Sweep to click into process details on demand, while Global Director of Revenue Operations Eric Portugal Welsh leveraged the platform to align global teams around a single shared workspace. New hires

Results:
  • Real-time collaborative process maps for cross-functional alignment
  • Reduced reliance on manual diagrams and outdated Lucidcharts
  • Faster onboarding for new Salesforce hires with a complete process view

“It’s very clean with Sweep: you can click in to get more detail where you can’t necessarily do that with Lucid. Being able to pull up a visual process when I’m having a conversation with stakeholders is really valuable.”

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Jay Mahoney
Revenue Operations, Deputy
Scaling from retail to institutional with automation
Challenge:

EquityBee’s pivot from retail to institutional investors demanded a faster, more reliable Salesforce process. Manual updates, slow funnel progression, and inefficient reporting created bottlenecks at a time when scale and accuracy were critical.

Implementation:

With Sweep, EquityBee automated stage progression, streamlined workflows, and improved funnel reporting. Sweep’s process maps ensured alignment between sales reps and leadership while eliminating hours of manual Salesforce updates.

Results:
  • 46% increase in rep capacity
  • Hundreds of new opportunities processed monthly with confidence
  • 12+ hours saved per rep monthly by eliminating manual updates

“The opportunity cost of inefficiency is huge now that we’ve moved to institutional. Becoming a Sweep customer at the same time made such a big difference — we saw exponential improvements right away.”

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Matthieu Garlock
RevOps, EquityBee
Redesigning sales processes without risk
Challenge:

Sales Operations Manager Vasilis at One Click LCA needed to revamp the company’s sales process to give reps more control and improve pipeline quality. This involved changing stage names, adding new validation rules, and introducing automations for reminders and follow-ups. The risk: breaking existing configurations or losing visibility during the transition.

Implementation:

Instead of manually sketching in Miro, Vasilis used Sweep’s process mapping workspace to design the new process end-to-end. He added automated reminders for prospects sitting too long in a stage or marked closed/lost prematurely. Sweep’s dependency mapping gave him the confidence to roll out changes without disrupting existing Salesforce logic.

Results:
  • Entire sales process redesigned in Salesforce without breaking existing logic
  • Faster iteration with confidence through live process maps
  • Reduced manual effort—weeks of diagramming replaced with quick updates

“Sweep was instrumental in making this process as painless for me as possible. If you have an idea that could improve the life of end users, with Sweep you can make it reality within a few clicks.”

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Vasilis Kalfountzos
Sales Ops, One Click LCA

Frequently Asked Questions

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

Process mining uses Salesforce metadata to uncover how processes are structured across objects, fields, flows, and automations. Process mapping turns that metadata into clear visual diagrams that show dependencies, bottlenecks, and logic flows. Together, they give RevOps and admins a living, up-to-date blueprint of their Salesforce org. Without mining and mapping, teams rely on static Lucidcharts, spreadsheets, or tribal knowledge that quickly go stale. Sweep automates this work with AI, so you always know how your org is configured, how processes connect, and where to optimize without wasting hours digging manually.

Traditional process mining tools are built around event logs and connectors. They often require heavy data prep, specialized consultants, and long onboarding cycles. Sweep is different: it’s native to Salesforce and metadata-driven. Instead of pulling event logs, it reads and interprets objects, fields, record types, validation rules, Apex classes, and flows directly. That means setup takes minutes, not months, and results are immediate. Sweep is purpose-built for admins, operations, and GTM teams.

Lucidchart and Miro are great for diagramming, but they’re static snapshots—once a Salesforce change is made, the diagram is outdated. Sweep auto-generates maps directly from Salesforce metadata and keeps them in sync as your org evolves. Instead of hand-drawing flows, you get living diagrams of how objects, record types, validation rules, and automations connect. You can click into a process line to see the Apex classes or fields involved, search for dependencies, or expand the map automatically. This makes Sweep not just a diagramming tool but a real-time documentation and collaboration workspace.

Yes. Sweep’s process maps highlight where complexity builds up, such as redundant flows, overlapping validation rules, or objects connected in ways that create inefficiencies. By visualizing how processes are configured, you can quickly identify where reps get slowed down or where technical debt accumulates. For example, if multiple flows are touching the same Opportunity field, Sweep will surface that overlap so you can simplify it. Instead of waiting until a deployment fails, you can proactively spot and eliminate bottlenecks in your Salesforce design, saving time, reducing errors, and improving performance.

Absolutely. Manual documentation often lives in spreadsheets, Confluence pages, or legacy diagrams. It’s incomplete, hard to maintain, and usually outdated within weeks. Sweep automates 95% of that work by mining Salesforce metadata in real time, generating visual process maps, and creating plain-language descriptions of flows, rules, and automations. This eliminates reliance on tribal knowledge and ensures every object, field, and Apex trigger is properly captured. Customers like Deputy reported cutting documentation cycles from weeks to minutes after adopting Sweep. With Sweep, documentation and mapping are continuous, automated, and always accurate.

Yes. New hires often spend weeks trying to understand org structure and legacy processes. With Sweep, they can see every object, field, and flow laid out visually, with dependencies mapped and descriptions auto-generated. Instead of reverse-engineering Apex code or asking colleagues to explain undocumented logic, they can navigate Sweep’s workspace, click into processes, and learn how Salesforce is configured in real time. Customers like Deputy reported onboarding Salesforce architects significantly faster, while One Click LCA noted they could confidently redesign processes without worrying about breaking hidden dependencies.

Yes. Sweep creates an audit-ready layer over your Salesforce metadata. Every process map is kept current, every dependency is documented, and every automation is visible. That means you can run conformance checks between intended designs and actual Salesforce configuration, making it easy to prove compliance. For regulated industries—finance, healthcare, government—Sweep ensures Salesforce changes are traceable and resilient. Instead of relying on ad hoc notes or manual audits, you can generate consistent documentation, visualize governance layers, and reduce the risk of hidden automations or undocumented logic undermining compliance requirements.

AI agents need clean, reliable metadata to function correctly. If your fields are inconsistent, your flows undocumented, or your Apex code brittle, AI-driven automations will fail. Sweep prepares your org by mapping every dependency and enforcing metadata hygiene standards. It highlights unused fields, conflicting validation rules, and legacy logic that introduce “agentic debt.” Once your metadata is standardized, Sweep’s maps reveal exactly where AI agents can safely accelerate workflows. This means faster troubleshooting, cleaner automations, and a Salesforce org that’s ready for predictive analytics and agentic AI adoption.

No. Unlike many enterprise tools, Sweep is native to Salesforce and works within minutes. Once connected, it automatically mines your metadata and generates process maps. There’s no custom code required, no integration projects, and no reliance on outside consultants. Customers often see value within the first session—Deputy reported that what once took two weeks of digging was reduced to 20 minutes with Sweep. Because Sweep adapts to your existing Salesforce org structure, you don’t need long enablement cycles or specialized expertise to get started.

Sweep covers virtually all Salesforce metadata types. That includes standard and custom objects, fields, record types, page layouts, validation rules, workflows, Process Builder flows, Flow automations, Apex triggers and classes, CPQ rules, and installed package components. Each is documented, mapped for dependencies, and searchable in Sweep’s workspace. You can see which objects connect to which record types, which fields are referenced by validation rules, or which Apex classes interact with flows. This comprehensive coverage ensures nothing is hidden—giving admins, architects, and RevOps teams a single source of truth.

From assignment to acceleration

Process mining and mapping, automated

Sweep automatically mines, maps, and documents Salesforce processes, so you know how your org is structured, why it matters, and where to act with confidence.