Sweep’s Documentation Agent helps you generate, maintain, and search documentation across your Salesforce configuration and processes. It's perfect for keeping your team aligned, onboarding new users, and ensuring changes are well-documented.
Step 1: Open the Agentic Center
From the top navigation bar, click on Agentic to access your Agentic Center.
Step 2: Select Documentation Agent
Select Documentation Agent to start exploring your org’s documentation.
Note: Each org has only one Documentation Agent. It reads from your org’s metadata and continuously reflects your current Salesforce setup.
Step 5: Personalize your agent
Click “Instructions” to give your agent more context on what it should look for and how it should behave. You can:
Use a tone suitable for onboarding a junior admin
Format output in bullet points with linked metadata where possible
Summarize this as an FAQ for customer support reps
Step 3: Explore or guide your documentation
Once everything’s set up, your Documentation Agent is ready to assist. You can explore documentation generated from your org’s metadata or ask the agent to:
Explain how a particular object, field, flow, or validation rule works
Summarize the structure of complex automations
Track dependencies across your configuration
Document business logic tied to specific record types or processes