The Agentic Layer for Lean, Fast-Growing Teams
Transform your systems from firefighting into an AI-powered growth accelerator.
Sweep provides a continuously updated map of your Salesforce alongside AI agents that help you build inside it. This allows small teams to move fast, make smart changes, and to scale without adding headcount.
The SMB Salesforce reality
Your Salesforce org grew with your company.
Quick fixes, consultant projects, and past admins layered in customization that no one fully understands anymore. Critical logic is buried in configs your team inherited but never designed.
Hidden dependencies slow everything down.
A small update can break something somewhere else, forcing teams to investigate before touching anything. Without clear system visibility, even routine improvements are risky and manual.
Lean teams are expected to do everything.
Ops and Admins support Sales, CS, Marketing, and Finance while also trying to automate processes and prepare for AI. Without better system understanding, teams are stuck firefighting instead of scaling.
How does Sweep help SMBs?
Sweep gives fast-growing teams a living understanding of how their Salesforce org actually works. It connects via read-only metadata access, then uses metadata agents to:
- Map your entire org in minutes — objects, fields, flows, automations, dependencies
- Generate AI-powered documentation that explains what everything does, in plain English
- Build automations that replace manual work — routing, alerts, deduplication & matching, workflows
- Monitor your org for risks, errors, and optimization opportunities
- Answer questions instantly with Metadata Agents — "What updates this field?" "Why is this automation firing?"
Core capabilities
AI-Powered Documentation & Discovery
Stop reverse-engineering your own org. Sweep's Documentation Agent maps every object, field, and automation — and explains what it all does in natural language. Get instant answers to questions like "What does this field do?" and "What depends on this?”; onboard new team members in days instead of weeks; and troubleshoot issues in minutes instead of hours
No-Code Automations That Replace Manual Work
Build sophisticated automations in minutes — no Flow expertise required. Sweep's automation builder handles routing, deduplication, alerts, and workflow logic that would normally require consultants or developers. This allows you to automate lead & opportunity routing, duplicate prevention, Slack/email alerts and more.
Monitoring & Health Checks
Stop the firefighting once and for all. Sweep's Monitoring Agent continuously scans your org for risks, bottlenecks, and best-practice violations — then tells you exactly how to fix them. This feature helps you detect inactive or redundant automations, unused fields cluttering your data, overlapping validation rules, as well as any performance issues and automation conflicts.
Self-Service Support for End Users
Reduce your support burden by 95%. Sweep's Support Agent lets reps, CSMs, and managers self-diagnose errors and get instant answers — without Slack-bombing your admin. Your team can save hours spent answering "what does this mean?" questions. Perfect for small teams drowning in support requests and managers who need quick answers.
Leadership Reporting via MCP
Give your executives self-service access to Salesforce data through Sweep's Model Context Protocol (MCP) integration. Leaders can ask questions in natural language and get instant answers — no custom reports required. You’ll save hours building one-off reports and cut the dependency on asking RevOps to chase down every question.
Revenue Intelligence via Alerts
Never miss a deal signal again. Sweep alerts your team in Slack or email when opportunities need attention — stale deals, missing next steps, ownership changes, cross-sell triggers, and more. Alert types include stale opportunities (no activity in X days), deals past close date, cross-sell triggers, territory/ownership changes, and renewal deadlines approaching. Ideal for managers tired of chasing reps for updates.
Customer stories
Challenge:
Rebuy Engine's small RevOps team was drowning in Salesforce support requests, troubleshooting mysteries, and manual reporting. With data flowing from BigQuery into Data Cloud, triggering complex automations across Sales, CS, and Partnerships, every change felt risky and time-consuming.
Implementation:
During a standard demo, a critical bug emerged — all Closed Won opportunities had their close dates overwritten to today's date, corrupting revenue reporting and forecasts. The team there prepared to spend a full day investigating. With Sweep, they got a 2-minute diagnosis of a critical Data Cloud automation bug and 15-minute fix for an issue that would've taken a full day
Results:
- 20+ hours/week reclaimed (equivalent to 0.5 FTE)
- 50% faster incident resolution
- 95% fewer support tickets
- Troubleshooting time: 1-2 days to 15 minutes
- Ad hoc reporting: 5-8 weekly requests now self-served
"The AI-powered documentation is the fundamental thing that sets Sweep apart from other tooling. Being able to troubleshoot and see that stuff so quickly is like adding an extra half person to my team. What would have taken one or two days now takes about 15 minutes."
Challenge:
When Kristin Fretz and Tzvi Gerstle joined ClearGov's RevOps team, they inherited a "patchwork" Salesforce org with manual territory management taking 5-10 hours/week, spreadsheet-based lead routing, and legacy automations they were afraid to touch.
Implementation:
ClearGov started shopping for a lead routing tool. What they found was that enterprise routing tools like LeanData cost a fortune and only solved one problem. With Sweep, they got far more than they bargained for.
Results:
- Territory updates: 5-10 hours/week to <1 hour/week
- Automation deployment: weeks to mere minutes
- Consultant dependency: ~1 hour of work to 5 minutes in Sweep
- Project speed: Completed 60-day roadmap + stretch goals in 30 days
- System confidence: "I feel much more confident building automations in Sweep, because I feel like we have much more control over troubleshooting when things go wrong"
"Before Sweep, we were limited by our own bandwidth in terms of what changes we could implement and how quickly we could roll them out. Now it's more a conversation of, when can our team sustain the change? We're not constrained by that bandwidth anymore."
Your systems won’t be getting simpler.
Your team isn't getting bigger.
And your competitors aren't slowing down.
The teams that are winning right now are the ones who stopped fighting Salesforce and started making it work for them.