AI-powered Salesforce documentation

Turn Salesforce’s complexity into clarity. Sweep automatically documents every object, field, automation, and dependency so you can manage, troubleshoot, and scale without blind spots.

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Intelligent Salesforce documentation features and capabilities

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Real-time metadata sync

No more static spreadsheets, Confluence pages, or Lucidcharts. Sweep continuously updates documentation as your Salesforce org evolves.

  • Live view of objects, fields, and automations
  • Auto-capture of changes and updates
  • Always audit-ready
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Universal metadata coverage

Don’t settle for partial visibility. Sweep documents every Salesforce metadata type—from objects and fields to Apex classes, flows, layouts, CPQ rules, and installed packages.

  • Centralize all metadata in one searchable workspace
  • Eliminate silos between automations, schema, and code
  • Ensure no hidden configuration goes undocumented
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AI-generated descriptions

Go beyond Salesforce’s one-size-fits-all rules with Sweep’s flexible matching engine.

  • Match leads to accounts via company name, domain, or contact relationships
  • Link lead-to-lead records for better campaign and pipeline attribution
  • Always validate matches to keep data current
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Intelligent dependency mapping

Gain full visibility into how your Salesforce components interact across metadata components to reduce risk and speed up delivery. Sweep’s intelligent graph maps every upstream and downstream relationship, helping teams deploy with confidence and maintain architectural integrity.

  • Automatically map object, field, and automation dependencies
  • Flag potential breakpoints and impact areas before deployment
  • Trace root causes and understand complex relationships in seconds
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Automated change feed

Go beyond Salesforce’s basic Audit Trail with real-time, contextual visibility into every system change. Sweep automatically captures what changed, when, and why—so you can maintain control, prevent drift, and meet governance standards with confidence.

  • Track all changes across objects, fields, and automations
  • Get alerts for significant updates through Slack, Teams, or email
  • Maintain continuously updated logs for auditing, compliance, and rollback insight
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AI-powered Q&A

Get instant, context-aware answers about your Salesforce org using natural language. Sweep’s AI understands your metadata, dependencies, and automations—so you can query your system like you would a teammate.

  • Ask “What are the dependencies for this field?”
  • Ask “Explain this flow step by step.”
  • Ask “Which objects does this automation touch?”
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Advanced search across metadata

Find exactly what you need, instantly. Sweep’s intelligent search surfaces configurations by name, API name, or even specific content inside formulas, picklists, or error messages.

  • Locate hard-coded IDs, usernames, and values in seconds
  • Search metadata content for error messages or logic strings
  • Speed audits and troubleshooting with precision queries
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Smart metadata management

Keep your critical configurations organized and accessible. Sweep lets you tag, favorite, and structure metadata around how your org actually works—making navigation, documentation, and collaboration faster and more reliable.

  • Pin key objects, fields, and automations for quick access
  • Use tags to group related configurations by process, owner, or function
  • Share organized views across teams for alignment and change visibility

Real users. Real time saved.

From weeks of digging to minutes
Challenge:

After 16 years of technical debt, Deputy’s Salesforce was a black box of legacy code, custom fields, and hard-coded automations. Understanding dependencies required weeks of manual auditing.

Solution:

Deputy adopted Sweep’s documentation feature to instantly surface flows, fields, and dependencies across 300,000+ records. With the AI agent, the team could ask natural-language questions and get real-time clarity on logic and risks.

Results:
  • 99% faster org analysis and documentation
  • 3× faster issue resolution for end users
  • 3× faster Salesforce deployments

“What used to take two weeks of digging now takes just 20 minutes. Being able to get into a Flow and ask the AI agent what is happening in this Flow is actually invaluable.”

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Jay Mahoney
Revenue Operations, Deputy

Frequently Asked Questions

Get quick answers about how Sweep's agentic workspace for Salesforce supports your systems, teams, and workflows.

Salesforce documentation is the process of tracking and explaining all the objects, fields, automations, and dependencies that make up your org. In complex environments, this documentation is often incomplete or outdated, making troubleshooting risky and onboarding slow. Sweep replaces static spreadsheets and tribal knowledge with live, AI-powered documentation that updates automatically as your org evolves. Teams gain full visibility, reduce errors, and save hours every week.

Manual documentation requires admins to track fields, flows, and dependencies in spreadsheets or wikis—a process that quickly becomes outdated. Sweep automates 95% of that work by continuously syncing metadata, generating AI-powered explanations, and mapping dependencies in real time. For example, Deputy reduced troubleshooting time 3× and cut troubleshooting time by 99% after switching from manual methods to Sweep.

Arovy (previously Sonar) provides impact analysis and change tracking but is primarily focused on visualizing dependencies. While helpful for seeing where a field or flow connects, it often requires admins to interpret the results manually. Sweep goes beyond Arovy by embedding an AI agent directly into its documentation layer, letting admins ask natural-language questions like “Which flows touch this field?” or “What breaks if I change this picklist?” and get instant, actionable answers. This turns metadata into something usable in real time for troubleshooting, audits, and training, rather than a static map that still requires expert interpretation. In addition, Sweep offers real-time change logs, embedded deduplication and matching, and full cross-object dependency mapping, features that extend documentation into true operational control.

Sweep outpaces Hubbl in Salesforce documentation by offering not just dashboards and visibility, but actionable insights through its AI-agent, continuous metadata sync, and dependency mapping. While Hubbl offers strong process analytics, org health checks, and metadata dashboards, its snapshot-oriented model often means delays and manual interpretation. Sweep, on the other hand, lets admins ask natural-language questions about flows, fields, and automations, see dependencies in real time, track changes as they happen, and immediately connect documentation to downstream workflows (dedupe, routing, alerts). That reduces risk, speeds troubleshooting, and makes metadata management usable for both technical and business users.

Elements.cloud is a strong documentation and impact analysis tool, but it’s built primarily for Salesforce consultants and architects who already have deep technical expertise. It provides excellent governance and process mapping but often requires manual interpretation of data and relationships.

Sweep takes a different approach. It’s built for Salesforce teams who need instant clarity without relying on consultants. Sweep’s AI agents automatically surface dependencies, explain automations in plain language, and help the entire team—technical or not—understand what’s happening across the org. Instead of manually mapping and analyzing each component, Sweep continuously syncs and contextualizes your org for real-time decision-making.

Metazoa excels in technical debt cleanup and metadata reporting, providing a deep historical view of org complexity. It’s comprehensive for documentation, but it’s largely retrospective—focused on cleaning up what exists rather than guiding what comes next.

Sweep builds on that foundation by turning documentation into actionable intelligence. Instead of static reports, Sweep’s AI agents help you interpret impact, understand dependencies, and plan safe changes before deployment. Where Metazoa tells you what you have, Sweep tells you what to do next and how to do it safely. It’s the difference between a detailed encyclopedia and a strategic advisor sitting beside you.

Most documentation tools act as static repositories—you still have to analyze, interpret, and explain the results manually. Sweep embeds intelligence directly into the documentation layer. You can ask, “What’s the impact of changing this validation rule?” or “Which flows use this field?” and get a direct, contextual answer. That means less time decoding reports and more time improving the system.

Yes. Sweep documents everything from standard objects and fields to advanced metadata like Apex triggers, CPQ configurations, validation rules, flows, and custom metadata types. Each item is automatically described, mapped for dependencies, and tracked for changes. Unlike native Salesforce tools, Sweep provides one consolidated, searchable workspace for your entire org.

Yes. Sweep runs natively alongside your Salesforce instance and doesn’t extract customer data outside your org. Only metadata (configuration details like objects, fields, and automations) is documented, not customer PII or transactional data. This design makes Sweep safe for enterprises in regulated industries like healthcare, finance, and government.

Documentation and impact analysis, automated

Sweep automatically documents and analyzes Salesforce changes, so you know what happened, why it matters, and how to act with confidence.