Build Salesforce
automations that scale

Automate repetitive tasks, streamline workflows, and maintain data integrity with Sweep’s no-code automation engine built for Salesforce Admins and RevOps teams.

Start free
5.0 on AppExchange
|
SOC2 compliant
|
Users Love Us
1

Automations features and capabilities

1

Automations that run your Salesforce

Sweep turns Salesforce events into precise, reliable actions using an intuitive “If This, Then That” model. Triggers, conditions, and actions work together to keep data clean, move work forward, and remove manual busywork for RevOps and admins.

  • Orchestrate end-to-end processes across standard and custom objects
  • Enforce data hygiene and governance with consistent, repeatable logic
  • Scale operations without code, fragile flows, or maintenance overhead
1

No-code builder designed for admins

Sweep puts automation in the hands of the people closest to the process. Its visual canvas and deployment controls mean admins can move fast without relying on developers.

  • Drag-and-drop interface for building and editing automations
  • Visual indicators show deployed automations across objects and funnels
  • Sandbox and production deployment with rollback options
1

Triggers built for every use case

From field updates to funnel stage changes, Sweep’s trigger library makes it easy to capture the right moment for automation to run. Whether you need a daily schedule, a record insert, or a stage exit, Sweep provides the flexibility to cover all scenarios.

  • Data triggers: on create, update, or field changes
  • Time-based triggers: schedule recurring jobs or date-based actions
  • Funnel triggers: run actions on step entry, exit, or time-in-step
1

Smarter conditions for precision automation

Automations should only fire when it matters. Sweep lets you refine triggers with conditions that narrow down records, thresholds, and business logic—so every action is relevant and purposeful.

  • Apply advanced logic with AND/OR operators across any field
  • Filter by revenue, score, stage, or custom attributes
  • Carry conditions across related records like Lead → Opportunity → Product
1

Actions without limits

With Sweep, automation outputs aren’t constrained to a single record update. Admins can launch multi-step workflows that update, create, notify, and even extend into custom code.

  • Update this record or any related object (Accounts, Tasks, Contacts)
  • Create tasks, opportunities, or product line items dynamically
  • Send alerts via Slack, Salesforce, or email
1

Performance at enterprise scale

Sweep is designed to run reliably at volume. Its architecture avoids governor limits, supports bulk processing, and ensures automations run smoothly even in the most complex orgs.

  • Smart job chaining to prevent bottlenecks and failures
  • Asynchronous background processing to optimize performance
  • Schedule hundreds of recurring jobs without hitting Salesforce caps
1

Debugging that’s clear and safe

Sweep eliminates the guesswork from troubleshooting. Every automation run is logged with precision, and failed steps are isolated to prevent cascading issues across workflows.

  • Transparent execution logs for step-by-step visibility
  • Non-disruptive error handling keeps other processes running
  • Real-time notifications highlight issues before they spread
1

Reliable execution order every time

Sweep gives admins confidence that every automation runs exactly when and how it should. Sync actions execute instantly, async tasks are queued without collisions, and execution phases ensure stability.

  • Automations evaluated in the correct order (before-insert, after-insert, before-update)
  • Critical updates run synchronously; secondary actions run asynchronously
  • Transaction-safe design prevents cascading failures across processes

Real users. Real time saved.

Cutting costs while improving efficiency
Challenge:

Managing Salesforce automations with LeanData was costly and cumbersome for Esper’s RevOps team. Ed Cho, RevOps Manager, needed a way to both streamline workflows and reduce spend.

Implementation:

By moving from LeanData to Sweep, Esper consolidated tools, simplified automation management, and gave GTM teams a more intuitive experience.

Results:
  • 25% reduction in tool costs
  • Automations built 33% faster than in Salesforce Flow
  • Enhanced functionality with fewer systems to manage

"Sweep enabled us to streamline processes, save money, and provide our GTM teams with a more intuitive system."

1
Ed Cho
RevOps Manager, Esper
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 Metadata 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.”

1
Matthieu Garlock
RevOps, EquityBee
Saving time and resources with automation
Challenge:

As RevOps Manager, Paolo Cavalli balanced Salesforce management alongside many other responsibilities. He needed automation that would maximize his time without requiring deep technical expertise.

Implementation:

Paolo adopted Sweep Automations to simplify complex workflows and reduce reliance on manual updates.

Results:
  • Significant time savings on Salesforce management
  • Reduced costs from automation efficiency
  • More bandwidth to focus on strategic projects

“I think the most impactful feature was the automations. Ultimately it came down to all the time I could save and all the money we could save the company.”

1
Paolo Cavalli
Business Intelligence, Grpahite

Frequently Asked Questions

Explore how Sweep empowers teams to automate confidently, scale efficiently, and maintain full visibility across Salesforce.

Salesforce automations let teams replace manual tasks with rules that run automatically when triggers are met. Native Salesforce options like Flow are powerful but often difficult to manage at scale and limited by governor restrictions. Sweep Automations make it easier for RevOps and Admins to design workflows that keep data accurate, enforce process standards, and respond to events in real time. This reduces busywork, minimizes human error, and ensures that critical GTM processes run reliably as your business grows.

Salesforce Flow is the go-to native automation tool, but it requires deep admin expertise and is subject to Salesforce governor limits that cause timeouts or failed jobs. Sweep avoids those constraints by using asynchronous processing, smart job chaining, and resilient error handling. Admins can build automations 30% faster in Sweep thanks to its drag-and-drop builder, prebuilt templates, and clear error logs. The result: more scalable, reliable automation that saves time while reducing the risk of breaking existing workflows.

High-volume Salesforce orgs often struggle with Flow limits on CPU usage, memory, and scheduled jobs. Sweep is designed to handle thousands of records per day without hitting those bottlenecks. It automatically separates heavy jobs into background processes, optimizes batch sizes, and ensures critical updates run synchronously while less urgent tasks queue in the background. This architecture lets enterprises schedule hundreds of recurring automations without worrying about Salesforce limits, cascading failures, or performance degradation during peak usage.

Sweep supports a wide range of triggers so automations can start at the right moment. Data triggers launch when records are created, updated, or fields change. Time triggers allow scheduled actions or reminders tied to date fields like contract renewals. Funnel triggers fire when a record enters, exits, or stays too long in a stage. This flexibility covers day-to-day scenarios such as sending alerts, updating related records, scheduling reminders, or creating tasks, all without custom Apex or Flow logic.

No. Sweep is built for Salesforce Admins and RevOps teams who want automation without coding. Its visual canvas allows you to define “If This, Then That” workflows in minutes with simple point-and-click controls. You can still extend functionality by invoking Flows or Apex classes if desired, but it’s never required. This no-code approach reduces technical debt, speeds up deployment, and allows non-developers to own automation strategy without waiting on IT or writing complex Flow logic.

Unlike Salesforce Flow, where a failed step can break the entire process, Sweep isolates errors so other automations continue to run. Every execution is logged in detail, showing exactly which action succeeded or failed. Real-time notifications alert admins when something goes wrong, and clear error messages make it easier to fix issues without deep debugging expertise. This reduces downtime, prevents cascading failures, and ensures business-critical workflows keep running even when individual tasks need attention.

Yes. Sweep was designed for enterprise Salesforce orgs that process sensitive customer data. Every automation has an audit trail, with visibility into triggers, conditions, and actions taken. This makes it easier to meet regulatory requirements and internal governance standards. Enterprises gain confidence that automations are running as designed, data changes are logged, and workflows can be reviewed at any time. Sweep helps regulated industries such as finance, healthcare, and government maintain compliance while still moving quickly.

Getting started with Sweep takes minutes, not months. Admins can create new automations from scratch or use pre-built templates for common workflows like lead assignment, contract reminders, or funnel stage notifications. Deployment to sandbox or production is one click, with built-in rollback for safety. Customers often see value in their first session: building an automation in Sweep is typically 30% faster than using Flow. This means faster time to impact, reduced admin workload, and quicker ROI on automation.

Automate Salesforce with confidence

Explore how Sweep empowers teams to automate confidently, scale efficiently, and maintain full visibility across Salesforce.