silos around
customer journey

An effective go-to-market approach requires alignment across multiple teams but how can they provide input if they can’t see or understand the processes they’re supposed to evaluate? Sweep brings your Salesforce configuration out from behind a curtain and provides real-time documentation every stakeholder can understand. Now, you’re equipped to collaborate org-wide.


Visualize your configuration

Connect Sweep to your Salesforce environment and our tool will visualize all the different existing processes as well as the validation rules, flows, process builders, and APEX code that exists at each step. Understand your existing configuration to avoid negative unintended impacts when you’re making changes Ever need to present your work to leadership? Use Sweep’s visualizations instead of creating slides that quickly become outdated.

Edit and create, visually

Sweep’s Canvas visualizes your business processes as flow charts. See each step of a funnel, complete with the business logic that defines it and any automations that fire. Whether you’re building from scratch or editing what already exists, you can collaborate with the teams you support by showing visuals they understand instead of confusing them in Salesforce.

Keep everyone “in the know”

Automate notifications to Slack and email in a few clicks when important events occur in your customer journey. Keep non-Salesforce users aware of what they need to know by creating notification automation using Sweep.

What to do with visibility


Get buy-in and speed up adoption from the teams you support by using Sweep’s canvas view to help everyone understand what is built and the logic behind it.

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Make it easy for your go-to-market leaders to engage with RevOps by working with them on a platform they can understand.

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Real-time documentation is at your fingertips any time you need to present to leadership or show your teams their processes.

Sweep is designed for B2B companies that use Salesforce as their CRM. Sweep supports both customers with an existing Salesforce configuration, or companies that are starting with Salesforce from scratch.

Sweep users install a managed package in their Salesforce instances. In Sweep, users configure how they want their business processes to work.

Sweep can then deploy these processes as metadata to Salesforce via the managed package (as custom fields, objects and custom metadata records), all of which are native to Salesforce.

Since Sweep is focused on your business processes, it currently only captures and analyzes your metadata, and not your data or PII.

Sweep is a certified Salesforce Partner.

  • Salesforce license - Professional edition & up
  • Business email address to book a demo

Try Sweep Today

Tell us about your business needs, and we’ll help you set up the perfect CRM.