Sweep is built for anyone managing GTM business systems in Salesforce or HubSpot: Salesforce Admins: Gain full visibility into your org’s metadata with AI-powered documentation, real-time change tracking, and impact analysis to ensure stability, security, and optimized performance. Revenue, Sales, and Marketing Ops: Connect revenue teams to Salesforce with smart automations, real-time data, cross-team collaboration, and a suite of pipeline solutions CROs & GTM Leaders: Gain high-level insights and ensure teams are iterating quickly. Access a full suite of lead routing tools, customizable Slack alerts, and powerful analytics designed to generate revenue. SIs & Salesforce Consultants: Increase customer satisfaction while reducing operational costs by managing increasingly complex environments with Sweep's agentic workspace.

Fix Salesforce complexity with Sweep

Sweep’s agentic workspace makes Salesforce complexity visible, governable, and scalable — cutting costs, ensuring compliance, and giving AI the context it needs to deliver real business value.

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Need a Salesforce implementation partner

Trusted by companies like yours

Cut risk, cost, and complexity

From SMB to Enterprise, unmanaged metadata drives AI failure and cost. Sweep governs your systems — reducing risk, technical debt, and spend.

60% lower cost of ownership

70% faster go-to-market execution

50% less technical debt

3× more time for innovation

Built for leaders & teams who need control

Risk & governance

Ensure safe, auditable, and compliant Salesforce changes at scale.

Cost & efficiency

Cut waste, reduce tech debt, and maximize return on your Salesforce investment.

AI readiness

Give AI the governed metadata context it needs to deliver measurable business value.

How Sweep makes complex Salesforce simple to manage

Visualize dependencies, govern changes, and automate workflows safely — all in one intelligent workspace.

Visual workspace

See your Salesforce like never before. A living map of objects, fields, and automations gives you full visibility into dependencies and risks, all in one governable view.

Metadata agents

Always-on metadata agents surface issues before they become problems, recommend safe fixes, and keep context alive for both humans and AI.

AI-powered documentation

Impact analysis and documentation generated automatically. Every change, dependency, and process is tracked in real time, making audits, compliance, and onboarding effortless.

Automations

Deduplication & matching, routing, alerts, and more. Sweep delivers a new way to handle complex automations, with governance built in so every change is faster, safer, and easier to manage.

Visual workspace

See your Salesforce like never before. A living map of objects, fields, and automations gives you full visibility into dependencies and risks, all in one governable view.

Metadata agents

Always-on metadata agents surface issues before they become problems, recommend safe fixes, and keep context alive for both humans and AI.

AI-powered documentation

Impact analysis and documentation generated automatically. Every change, dependency, and process is tracked in real time, making audits, compliance, and onboarding effortless.

Automations

Deduplication & matching, routing, alerts, and more. Sweep delivers a new way to handle complex automations, with governance built in so every change is faster, safer, and easier to manage.

See everything. Fix anything. Move faster.

Sweep’s visual workspace and metadata agents give you real-time visibility, safer automations, and an adaptive Salesforce org that’s easy to manage, document, and scale.

Spot it

Collapse audits from 2 weeks to 20 minutes with instant impact analysis, AI-powered documentation, and process mapping that makes hidden dependencies visible.

Solve it

Fix, automate, and restructure metadata safely. Streamline changes in our visual workspace and automation layer, saving 9+ hours a week, more than a full day of work.

Stay ahead

Metadata agents continuously refine your org with real-time AI insights, keeping Salesforce adaptive as strategies and markets evolve, with up to a 99% faster resolution time.

Elevating systems teams into strategic drivers

Sweep really met all of my needs, and made the process of migrating from LeanData to Sweep lightning quick and painless

We had our new business funnel built out in two days, far faster than I’ve seen before. Updating sales funnels, dependencies, and validation rules can easily take up to a month

With Sweep, we just build the routing rule we need, no digging through Salesforce’s backend. What used to take weeks now takes a day or two. Huge win for us.

4x

increase in Salesforce management efficiency

60%

improvement in data quality

5x

Faster response to team or territory shifts

90%

Less manual adjustment needed after personnel changes

90%

Reduction in time to implement routing changes

80%

Lower cost to implement logic changes

Rouel Agustin

Revenue Operations Manager

Tzvi Gerstle

RevOps, ClearGov

Jay Mahoney

Revops, Deputy

Sweep really met all of my needs, and made the process of migrating from LeanData to Sweep lightning quick and painless

4x

increase in Salesforce management efficiency

60%

improvement in data quality

Rouel Agustin

Revenue Operations Manager

We had our new business funnel built out in two days, far faster than I’ve seen before. Updating sales funnels, dependencies, and validation rules can easily take up to a month

5x

Faster response to team or territory shifts

90%

Less manual adjustment needed after personnel changes

Tzvi Gerstle

RevOps, ClearGov

With Sweep, we just build the routing rule we need, no digging through Salesforce’s backend. What used to take weeks now takes a day or two. Huge win for us.

90%

Reduction in time to implement routing changes

80%

Lower cost to implement logic changes

Jay Mahoney

Revops, Deputy

Frequently Asked Questions

Get quick answers about how Sweep Salesforce implementation services support your systems, teams, and Salesforce workflows.

Sweep is the first agentic workspace for Salesforce, built to unlock GTM clarity through real-time documentation, data-quality engines, and a dynamic AI layer. Whether you’re an Admin, working in Operations, or leading GTM initiatives, Sweep empowers you to work more strategically: surfacing insights, simplifying processes, and strengthening your Salesforce foundation.

Sweep is built for anyone managing GTM business systems in Salesforce or HubSpot:

Salesforce Admins: Gain full visibility into your org’s metadata with AI-powered documentation, real-time change tracking, and impact analysis to ensure stability, security, and optimized performance.
Revenue, Sales, and Marketing Ops: Connect revenue teams to Salesforce with smart automations, real-time data, cross-team collaboration, and a suite of pipeline solutions
CROs & GTM Leaders: Gain high-level insights and ensure teams are iterating quickly. Access a full suite of lead routing tools, customizable Slack alerts, and powerful analytics designed to generate revenue.
SIs & Salesforce Consultants: Increase customer satisfaction while reducing operational costs by managing increasingly complex environments with Sweep's agentic workspace.

Nope. Sweep is a no-code tool that’s as powerful as writing Apex, but as intuitive as building a flowchart. Built with business and technical teams in mind, Sweep’s intuitive platform makes it simple and straightforward to build your GTM motion.

Yes. We offer a free tier with access to some core features - no credit card required.

Most teams are up and running in under an hour. If you’re doing something more complex, our team can support you every step of the way with professional services.

Yes. Sweep follows industry best practices for data security, encryption, and compliance. We do not store any of your Salesforce data, we are GDPR-compliant and SOC 2 certified.

Everything you built within Sweep and deployed to Salesforce will continue to run as expected and be editable from Salesforce. You just won’t have access to the visual workspace or the ability to make edits from our platform anymore.

We’re here to help! Reach out to support@sweep.io or book a demo to see Sweep in action.

You’re 30 minutes away from cleaner routing.

Book a demo

See how fast you can go live with automated assignment, matching, and alerts.