Modernize without breaking production

Whether you're migrating automation, merging Salesforce orgs post-M&A, or cleaning up years of accumulated metadata tech debt, every change carries risk you can't see. Sweep makes the invisible visible before you act.

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

From system fragmentation to controlled modernization

Technical debt accumulates invisibly across configurations, automation layers, and integration dependencies until a deployment fails or a migration stalls. Sweep moves teams from fragmented, high-risk change management to deterministic, dependency-aware modernization.

Modernize safely

Understand how automation and metadata connect before migrating or upgrading.

Merge orgs without inheriting debt

Expose schema conflicts, overlapping automation, and structural differences across orgs.

Remove tech debt confidentlybreaks

Deterministic dependency analysis shows exactly what can be removed safely.

End invisible risk. Migrate and modernize with visibility.

1

Migrate automation without breaking what's already workinges

Workflow Rules and Process Builders accumulate silently over years, triggering in sequences no one fully remembers. Most migration projects only discover their real scope after something breaks.

Sweep maps your automation landscape so you can:

  • See every Workflow Rule and Process Builder with full execution paths
  • Identify automation chains and trigger sequences across objects
  • Detect redundant automations firing on the same records
  • Understand field dependencies before removing automation
  • Catch conflicts between legacy automation and new Flows before go-live
1

Merge Salesforce orgs, without inheriting their problems

Merging Salesforce orgs after an acquisition is one of the highest-risk operations in enterprise Salesforce management. Teams often underestimate scope and discover conflicts mid-migration.

With Multi-Org Mode, Sweep exposes:

  • Schema differences and data model conflicts between orgs
  • Automation overlap and configuration conflicts across environments
  • Upstream and downstream metadata relationships across both instances
  • Technical debt in the acquired org that would transfer into your environment
1

Know what's safe to remove — tech debt reduction you can trust

Most technical debt is invisible until it causes a problem. Fields appear unused but feed integrations. Automation seems redundant but triggers edge cases. Native tooling shows what exists, not what depends on it.

Sweep continuously maps your architecture and surfaces:

  • Unused fields, objects, and automations with zero active references
  • Redundant configurations accumulated from years of changes
  • Hidden dependencies between components
  • Governance violations and permission inconsistencies
  • Prioritized remediation plans ranked by risk and impact
1

Know the impact of every change before you make it

In tech-debt-heavy Salesforce environments, deployments become high-risk events because hidden dependencies create unexpected consequences. Organizations with high technical debt run release cycles 3–5× longer than well-maintained environments, and operational costs run 40% higher as a result.

Sweep maps your dependency graph so teams can see:

  • Impact analysis across Salesforce metadata before any change is made
  • Hardcoded logic and hidden dependencies that evade standard tooling
  • Automation conflicts that would surface only after deployment
  • Downstream components affected by a single field or configuration change
1

Modernize incrementally, without risk of reimplementation

With every Salesforce release, legacy architectures drift further from platform best practices. Eventually modernization becomes unavoidable.

Sweep identifies modernization debt including:

  • Deprecated API usage scheduled for retirement
  • Visualforce pages still running where Lightning equivalents exist
  • Hardcoded IDs, endpoints, and business logic embedded in Apex
  • Test coverage that meets thresholds but fails to protect against regressions
  • Legacy patterns blocking adoption of modern Salesforce features

Instead of a risky big-bang rewrite, teams get a prioritized modernization roadmap grounded in the real system state. Refactor incrementally, retire safely, and preserve institutional knowledge.

1

Get cross-system visibility, without manual mapping

When data crosses system boundaries, governance context is often lost. And when something breaks, root-cause analysis becomes a manual maze.

Sweep automatically maps your cross-system integration landscape, revealing:

  • Data flows across Salesforce, Snowflake, and connected systems
  • Which external platforms produce or consume specific fields and objects
  • Integration dependencies that would break if a field changes
  • Where governance context disappears between systems

Before any migration, Salesforce org consolidation, or field change, teams can see exactly what depends on what, across every system boundary.

How it works

Connect your system

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

Contextualize automatically

Deterministic parsing traces logic across Salesforce metadata types, surfacing every dependency before you touch a thing.

Reason with Agents

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

Customer stories

From reactive firefighting to self-documenting operations

Challenge:
Rebuy’s RevOps team was losing more than 20 hours per week to troubleshooting automation, answering field questions, and manually investigating reporting discrepancies in a high-volume Salesforce + Data Cloud environment. Documentation was fragmented, automation was complex, and incidents required deep manual digging.

Implementation:
Sweep became their real-time documentation and discovery layer, tracing automation paths, explaining metadata, and enabling self-serve support across the organization.

Results:

  • 20+ hours/week reclaimed
  • 50% faster incident resolution
  • 95% fewer support tickets

“The AI-powered documentation is the fundamental thing that sets Sweep apart… What would have taken one or two days now takes about 15 minutes.”

Nicole
Nicole Looker
Director of RevOps, Rebuy Engine
From undocumented complexity to architecture-level clarity

Challenge:
Augury’s Salesforce environment had evolved over years of customization, complex flows, and lost tribal knowledge. Investigations that should have taken minutes stretched into days or weeks, slowing both Admin and RevOps delivery.

Implementation:
Sweep became their always-available metadata intelligence layer — documenting configuration, mapping dependencies, and surfacing impact before changes were made.

Results:

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

“Sweep is an almost omnipotent, omniscient being living in your Salesforce, giving you all the answers instantly. Projects always had this investigative phase that took several days. Now that's essentially gone."

david
David Thai
Revenue Operations Lead
From investigation loops to instant answers

Challenge:
As Brex scaled, answering basic metadata questions was consuming up to half the team's week. Manual documentation couldn’t keep up, and impact analysis was slow and risky.

Implementation:
Sweep provided structured, AI-powered documentation grounded in live metadata, enabling fast answers, safer cleanup, and confident change management.

Results:

  • 70–90% faster time-to-answer
  • Significant reduction in investigation overhead
  • Standardized data models

“Raise The Grade required us to deeply understand how our data was being generated and maintained and Sweep’s Documentation Agent made that possible. We've been able to get answers to questions 70–90% faster and I'd argue 90% is low in many cases.”

Dylan
Dylan Hughes
GTM Business Systems Lead, Brex
15x faster impact analysis

Challenge:
At SailPoint, a Sales Stage standardization initiative spanning 23+ stages across four Opportunity record types in a 20-year-old org was delivered on schedule with zero post-deployment failures.

Implementation:
What had previously required manual inspection of every validation rule and flow now took minutes.

Results:

  • IImpact analysis accelerated 15x
  • 750+ hours of Salesforce capacity reclaimed annually
  • Zero post-deployment remediation

"There's no way we could have done this project without Sweep."

Dylan
Sharon Prager,
Salesforce Administrator

Frequently Asked Questions

Most migration failures happen because teams underestimate scope — not because they lack effort. Workflow Rules and Process Builders accumulate hidden dependencies over years that aren't visible through native tooling. Sweep surfaces before you begin, so your project plan reflects reality, not assumptions.

No. Sweep indexes metadata only — configuration, schema, automation logic, and permissions. It never accesses transactional records or customer data, ensuring your consolidation planning is grounded in system structure without exposing sensitive business information.

Health checks tell you something is unused. Tech debt management through Sweep tells you whether it's safe to remove. A field with zero internal references might still be consumed by an external integration or a managed package. Sweep maps these hidden dependencies so cleanup doesn't become a new incident.

Yes. Sweep's dependency mapping identifies sequencing constraints that dictate which components can move first. Rather than an all-or-nothing consolidation, teams can plan phased migrations where each wave is scoped to components with resolved dependencies — reducing risk and delivering value continuously throughout the project.

Multi-org dependency mapping and comparative analysis require the Enterprise tier with Multi-Org Mode. For single-org migration (Flow Migration, Tech Debt Cleanup), Platform and Foundation tiers are sufficient. Talk to us and we'll match you to the right product for your current 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.

Ready to see your org clearly?

See the dependencies, risks, and technical debt hidden across your Salesforce environment.
Get a live walkthrough of Sweep and understand exactly what’s safe to change before your next migration or cleanup.