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Documented Configurations

Listing all the configurations included in Sweep Documentation

Tess Geri avatar
Written by Tess Geri
Updated over a year ago

Documented Salesforce Configurations

  1. Fields: Standard and custom fields with API names, data types, and dependencies.

  2. Salesforce Automations: Includes workflows, process builders, and flows with active/inactive statuses.

  3. Layouts: Documentation for different object layouts.

  4. Record Types: Configuration details for object record types.

  5. Apex Code: Overview and status of custom Apex code.

  6. Validation Rules: Conditions, associated fields, and active/inactive status.

  7. CPQ Configurations: Captures CPQ-specific rules, dependencies, and AI-generated descriptions for configuration clarity.

Documented Sweep-Specific Configurations

  1. Sweep Automations: Custom automations within Sweep.

  2. Sweep Assignment Rules: Rules for record assignments in Sweep.

  3. Sweep Dedupe & Matching: Duplicate detection and record matching.

  4. Sweep Alerts: Custom alerts within Sweep.

  5. Sweep Scheduled Assignment Rules: Scheduled rules for automatic assignments.

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