Overview
Sweep’s homepage is your central launch point for exploring your Salesforce metadata, visualizing processes, and running Sweep’s AI-powered use cases. From here, you can access the top navigation, run prompts, review monitoring insights, and begin interacting with the Agentic Layer.
Whether you’re analyzing a new org, performing cleanup work, troubleshooting, or planning a migration, the homepage gives you direct access to the tools and workflows you’ll use most often.
Understanding the Homepage Layout
When you log into Sweep, you land on a clean interface centered around a conversational search bar labeled:
“Ask your metadata anything.”
This is the starting point for:
Querying metadata
Running automated assessments
Accessing predefined use cases
Launching analysis workflows
This search bar connects directly to Sweep’s agents. You can type natural-language questions like:
“List all automations on Opportunity creation.”
“Show low-usage fields on the Contact object.”
“Summarize our Workflow Rules on Account and recommend a Flow migration plan.”
Below the search bar, you’ll find Sweep’s quick-access buttons for common prompts like Org Health, Process Intelligence, Org Analysis, Documentation, Field Cleanup, Troubleshooting, and more.
At the bottom, you’ll also see:
Monitoring X Agents – Y issues – a quick link into your Monitoring Agents and current findings
Generate Process Mining Maps – a shortcut to automatically visualize processes in Visual Workspace
Top Navigation
The top navigation bar appears on every page and lets you move between Sweep’s core modules.
Home
Returns you to the homepage with the “Ask your metadata anything” bar and prompt chips.
Visual Workspace
An interactive canvas that visualizes your business processes and metadata relationships. Use it to:
Map funnels and lifecycles (lead → opportunity → renewal, service flows, etc.)
See which fields, flows, and automations participate in each process
Prepare for optimization, migration, or redesign work
Impact Analysis
A structured, filterable table of your org’s metadata, including:
Objects & fields
Flows & Workflow Rules
Apex classes & triggers
Validation Rules
Page layouts, record types, Lightning pages
CPQ metadata (products, rules, templates)
Each item includes AI explanations, dependencies, references, and usage.
Build
Tools (depending on plan/access) for creating and managing automations, rollups, assignments, and other “build” actions inside Sweep.
Agentic Layer
The central hub for Sweep’s agents:
Documentation Agent – explains metadata, logic, and dependencies
Monitoring Agents – continuously scan for risks and best-practice violations
Process Agents – analyze processes and suggest optimizations
You can create new agents, open existing ones, and chat with them here.
Environment Selector
Top right dropdown to switch between Production, Sandbox, and other connected Salesforce environments.
Top Navigation Explained
Sweep’s top navigation bar is visible on every page and includes the following menus:
Home
Returns you to the main homepage with the metadata search bar and prompt shortcuts.
Visual Workspace
An interactive canvas that visualizes your business processes and metadata relationships. Use it to:
Process discovery
Mapping automations
Visualizing dependencies
Planning optimizations
Read more here.
Impact Analysis
A structured, filterable table of your org's metadata. Includes:
Fields
Flows
Apex
Validation Rules
Page Layouts
CPQ metadata
Each item includes AI explanations, dependencies, references, and usage. Read more here.
Build
Tools (depending on plan/access) for creating and managing automations, rollups, assignments, and other “build” actions inside Sweep.
Agentic Layer
The central hub for Sweep’s agents:
Documentation Agent – explains metadata, logic, and dependencies
Monitoring Agents – continuously scan for risks and best-practice violations
Process Agents – analyze processes and suggest optimizations
You can create new agents, open existing ones, and chat with them here. Read more here.
Environment Selector
Top right dropdown to switch between Production, Sandbox, and other connected Salesforce environments. Read more here.
The Prompt Library - Sweep’s Agentic Use Cases
The Prompt Library lives right below the homepage search bar. It’s a categorized collection of pre-built prompts that drive Sweep’s metadata agents.
Think of it as a cheat sheet of ready-to-run prompts that trigger Sweep’s specialized metadata analyses, without you needing to design prompts from scratch.
Org analysis
Technical debt cleanup
Troubleshooting
Field cleanup
Automation audits
CPQ assessments
Migration planning
Security reviews
CRM analytics
And more