Overview
Each card in Sweep Documentation represents a specific Salesforce configuration, such as fields, automations, or CPQ configurations. These cards provide essential information and tools to help users manage and analyze configurations efficiently.
Card Components
Title and Configuration Type
Displays the name and type of the configuration (e.g., Field, Flow).
Allows for quick identification of the configuration’s role within Salesforce.
Description
AI-Generated Explanation: Provides an automatically generated description of the configuration’s function.
Helps users quickly understand the purpose of complex configurations.
Details Section
This section includes specific metadata details fetched directly from Salesforce. The information varies by configuration type but typically includes:
Creation Date: When the configuration was created.
Formula (if applicable): Displays any formula associated with the configuration.
Help Text: The help text that appears within Salesforce.
Description: As inputted in Salesforce, providing context or purpose.
This detailed information helps users understand each configuration’s specific settings.
Annotations
Tags: Add custom tags for easier organization and categorization.
Owner and Collaborators: Assign an owner and collaborators to indicate responsibility and manage accountability.
This section supports team collaboration by allowing roles and organizational tags.
Dependencies
What Does This Depend On?: Lists related fields, objects, or configurations that this configuration relies on.
Useful for understanding the interdependencies between configurations to avoid unintended disruptions.
Where Is It Used?
Shows configurations or processes that depend on this specific configuration.
Provides insights into downstream dependencies, which is essential for understanding potential impacts when making changes.
AI Agent
Located at the bottom of the card, the AI Agent allows users to engage in a free-text conversation about the metadata.
Users can ask questions, such as "What are the dependencies for this field?" or "Explain this automation," and the AI provides relevant insights based on the documentation.