Objective
Create and verify your Sweep account
Connect your Salesforce environment
Steps
Sign Up
Sign in with your email using email/password or Google SSO (as configured)
Open the “Welcome to Sweep!” verification email and click “Verify your Account.”
Choose the Salesforce environment to connect
Connect to Production (Unlock all features)
Try in Sandbox (Preview and explore)
Log in to Salesforce
Approve Sweep permissions
Complete Sweep onboarding information (including Full Name, Company Name, select your role, and choose what you want to focus on first).
Arrive on the Sweep Homepage
From there, your Sweep CSM will:
Connect the appropriate client Salesforce environments
Enable the Agentic Layer for your account and orgs
Once enabled, you’ll see:
Homepage – Quick entry points to Documentation, Visual Workspace, Agentic Layer, and Prompt Library
Environment Selector – Switch between client orgs and environments (Production, UAT, Dev, Sandboxes)
Your view should look as follows:
Connect Your Salesforce Environment
On the homepage, click the Environment Selector at the top right of your screen.
Click Manage Environments. On the Environments page, click the blue + Connect New button in the upper-right corner.
Decide which type of org to connect:
Select the environment type you want to connect:
Production
Sandbox
Development
Once selected, the “Continue” button will activate.
If not logged in, enter your Salesforce username and password.
Sweep begins scanning your org’s metadata. You can monitor the progress in the top bar and will receive an email once complete.