Objective
Learn to navigate and use the Visual Workspace to map Salesforce business processes and metadata elements.
Visual Workspace Overview
The Visual Workspace is Sweep’s AI-powered canvas where you can visually explore how business processes and metadata move through your Salesforce org.
It automatically maps your metadata relationships, including objects, fields, and automations, and color-codes them for clarity.
The workspace helps teams see the entire connected process: how leads move to opportunities, which automations fire along the way, and what dependencies exist across systems.
You can:
Create multiple process canvases to map different business areas (e.g., Lead Lifecycle, Renewals, Support).
Zoom in to see technical details like triggers, automations, and dependencies.
Connect the technical layer (metadata) with business context (stages, objects, processes).
Access documentation directly from the visualization to see underlying configuration details.
How to Use the Visual Workspace
Accessing Visual Workspace
From Sweep’s top navigation bar, click Visual Workspace.
This opens your canvas gallery, where you can create new visualizations and view existing ones.
Click “+” - at the top bar.
Add Business Processes- Import existing record types and visualize them directly on the canvas.
Add Metadata Elements - Add metadata components such as fields, flows, validation rules, and more to enrich your visualization.
Templates & Plugins - Sweep provides a library of predefined business processes - like Pre-Pipeline Funnels or Renewal Flows - to help you get started quickly.
Plugins are add-ons that enhance these processes with additional capabilities, such as Data Management and Dynamic Path.3rd-Party Integrations - Add external business processes from other systems to your canvas using integrations.
Coming Soon: AI Process Mining - You’ll be able to describe your process in plain text, and Sweep will automatically visualize the related processes and metadata on the canvas.
Exploring the Visual Workspace
Business Processes are color blocked by the Salesforce object (e.g. Lead, Opportunity, Case).
Metadata Elements are color blocked by the metadata types.
Arrows show how business logic and metadata are connected.
Click on any node (like MQL or Meeting Booked) to see:
Related Salesforce automations
Dependencies and referenced objects
Embedded technical documentation describing what happens at each stage
Navigating and Customizing
Zoom In/Out to focus on specific stages or connections.
Use the Fit View control at the bottom right to recenter your canvas.
Integrated Documentation Access
While using the Visual Workspace, you can access Sweep Documentation associated with each business process. This includes details like validation rules, automation flows, Apex code, and other configurations, giving you a complete view of the process and any dependencies.
Click Documentation View to access metadata cards, AI explanations, and dependencies for that element.
This bridges visual process mapping with technical documentation in one view.
Use Cases
Process Discovery: Instantly generate a visual representation of how your Salesforce processes actually operate, without manually tracing flows in Setup.
System Mapping: Visualize relationships between key objects, automations, and dependencies to understand your org’s architecture at a glance.
Change Impact Analysis: Before making changes, see what other objects or automations will be affected, reducing risk in deployments.
Optimization: Identify redundancies, disconnected automations, or bottlenecks in your sales or service processes.
Onboarding & Training: Use interactive visualizations to help new admins, developers, and RevOps team members learn how your org works faster.
Documentation Integration: Access detailed metadata cards directly from the map to maintain accurate, living documentation for every process.
Audit & Compliance: Track where sensitive fields flow and which automations interact with them to support governance and security reviews.