The Sweep Academy is designed to guide you and your team through every stage of onboarding, from installation to mastery of Sweep’s Documentation, Visual Workspace, and Agentic Layer.
Each section builds on the last, helping you move from setup to full adoption with hands-on learning and expert support.
What You’ll Learn
Connect your Salesforce environment
Install the Sweep Managed Package
Explore Documentation and metadata insights
Navigate the Visual Workspace
Use the Agentic Layer and AI agents
Learning Assets
Every module in the Academy includes:
Written Guide: Step-by-step instructions for self-paced reference (what you’re reading now).
Video Walkthrough: Short visual overview demonstrating setup and workflows.
Example Prompts and Exercises: Use-case-driven examples to help reinforce real-world application.