See every permission, pass every audit

Salesforce permissions sprawl silently. Audit prep consumes days. Governance issues surface only when something breaks. Sweep makes access, risk, and compliance visible before they become problems.

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Access complexity creates silent risk

Permissions accumulate gradually. Profiles get cloned, permission sets stack, users change roles, and temporary exceptions become permanent. Over time, no single person in your company understands who can access what, or why.

Make access explainable instantl

Delivers a complete, explainable view of roles, profiles, permission sets, and sharing models so you can understand who has access to what data and why without manual investigation.

Produce audit-ready evidence on demand

Replace manual audits with agentic reporting aligned to SOX, ISO, and internal controls, maintaining a continuous, traceable record of access changes, approvals, and both human and agent actions.

Prevent permission drift before it escalate

Continuously detect permission creep, configuration drift, and governance gaps. Reduce over-provisioning, enforce best practices, and scale governance without manual overhead.

Answer the access questions keeping your team up at night

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Instantly know who can access what

Profiles, permission sets, permission set groups, roles, and licenses layer together over years of changes. The result is a permissions model no single person fully understands.

Sweep’s Metadata Agent answers access questions instantly:

  • Query profiles, permission sets, object access, and role hierarchies in one conversation
  • Ask follow-up questions without losing context
  • Identify over-provisioned users and inactive license holders
  • Compare profiles and permission sets side-by-side

What once required 30–60 minutes of manual investigation now takes minutes. Teams commonly see a 97% reduction in permissions analysis time.

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Stop treating audit prep as a fire drill

Audit season shouldn’t require days of manual data collection. Yet in most Salesforce environments, access context is scattered across Setup screens, reports, and tribal knowledge.

Sweep turns audit preparation into an on-demand query:

  • Identify users with high-risk permissions (export rights, deletion privileges, admin access)
  • Surface inactive users who still hold licenses or sensitive access
  • Answer common audit questions like “Who can export data?” or “Which admins haven’t logged in recently?”
  • Produce organized evidence across profiles, permission sets, roles, and field-level security
  • Reduce a full Salesforce access review from 2–3 days to roughly 20 minutes.
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Know what changed, when, and who approved it

Governance requires more than knowing the current state. It requires knowing how that state was reached.

Sweep tracks change history and agent activity so teams can:

  • See configuration changes and metadata updates with context
  • Govern agent actions within defined guardrails
  • Maintain an auditable record for internal controls and external audits

As automation and AI usage grows, governance scales with it.

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Catch config and permissions drift before it becomes a finding

Configurations drift. Permission creep accumulates as users move between teams. Best-practice violations build until an auditor flags them.

Sweep's Metadata Agent continuously scans your org for governance risk, providing a continuous AI readiness audit so issues surface before they escalate:

  • Users without roles or inactive accounts with elevated access
  • Deprecated profiles still active
  • Field-level security gaps exposing sensitive data
  • Permission configurations that deviate from governance standards

Instead of discovering issues during an audit, teams resolve them duringnormal operations.

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Close governance gaps across systems

When data moves between Salesforce, Snowflake, and other connected systems, governance context often gets lost.
Sweep maps access and data flow context across system boundaries, demonstrating how to use AI to support integrated audits across your entire stack:

  • See which fields and objects external systems consume
  • Identify where sensitive data crosses systems without proper governance
  • Detect integration dependencies before access or schema changes
  • Maintain consistent governance across analytics, automation, and AI systems
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Give AI a foundation it — and your security team — can trust

As automation and AI usage increases inside Salesforce, governance requirements expand. Agents can act on data, trigger workflows, and interact with sensitive configurations.

Sweep provides the foundational 'AI governance auditing' that lets AI operate within appropriate boundaries:

  • Apply the same access rules and guardrails to agents as to your users
  • Maintain an auditable record of any agent-triggered changes
  • Ensure new automation doesn't bypass existing permissions
  • Preserve compliance posture as any AI workflows scale

AI adoption should not introduce governance blind spots. Sweep makes sure it doesn't.

How it works

Connect your system

Sweep securely indexes your Salesforce metadata — configurations, permissions, automations, and relationships — into the Unified Metadata Graph.

Contextualize automatically

Permissions Agent and Monitoring Agent answer access questions, surface governance risk, and help teams prepare audit evidence — on demand, in plain English.

Reason with Agents

Leverage Metadata Agents to get a prioritized inventory of technical debt, categorized by type, severity, and downstream impact

Customer stories

From undocumented permissions to audit-ready access control

Challenge:
Augury's Salesforce environment had evolved over years of customization. Understanding the intent behind permission sets and whether they were still needed required digging through historical context that existed only in the memory of past admins.

Implementation:
Sweep gave the team continuous visibility into their permissions model, making access review and cleanup something they could do independently rather than delegating to a specialist.

Results:

  • 50% faster project delivery (14 → 7 days)
  • 67% faster incident resolution
  • 15–25 hours/week reclaimed across Admin + RevOps

"We're able to update and audit our permission sets with ease, just because we're able to see what sort of permission sets… what was the intent of it when it was built in the historical context, and whether or not those can be deprecated."

david
David Thai
Revenue Operations Lead

Frequently Asked Questions

Salesforce Setup contains the data — but getting answers requires manually stitching together profiles, permission sets, roles, licenses, and field-level security across dozens of screens. Sweep does that stitching instantly and explains the reasoning, not just the raw configuration state.

Sweep helps teams prepare evidence for SOX, SOC 2, ISO, and internal security reviews by answering high-risk access questions on demand — who has export rights, who has admin-level permissions, which users are inactive but still licensed — without requiring manual data exports into spreadsheets.

Yes. By surfacing users who have never logged in, identifying expensive licenses assigned to low-activity accounts, and flagging deprecated profiles still in use, Sweep helps teams identify and act on license waste quickly.

Sweep covers the full governance surface — permissions and access, configuration drift, automation health, metadata best-practice violations, and change history. Permissions Agent focuses specifically on access analysis; Monitoring Agent extends that to org-wide governance health.

Access analysis and permissions auditing are available in the Foundation tier via Permissions Agent. Comprehensive AI governance audit trail features and compliance evidence exports are available in the Platform tier. Talk to us and we'll match you to the right product for your use case.

Start with full dependency mapping across both orgs, identify schema conflicts and automation overlap, address tech debt in the acquired org first, and plan phased migration waves based on resolved dependencies. Sweep automates this discovery so your Salesforce org merge is grounded in system reality, not assumptions.

Bring structural clarity to your entire permissions model.

Sweep gives you instant answers to access questions, continuous visibility into governance risk, and audit-ready evidence, all grounded in your system's metadata.