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Prompt Library Categories & Use Cases

A guide to Sweep’s pre-built AI prompts for org analysis, cleanup, optimization, and automation migration.

Tess Geri avatar
Written by Tess Geri
Updated over 3 weeks ago

Sweep includes a Pre-Built Prompt Library designed to help you run expert-level Salesforce analyses instantly. Each prompt is purpose-built for a specific use case and runs directly against your live metadata.

To open it, click Prompt Library from the homepage or from the quick action chips beneath the search bar.

Inside the library, you’ll find curated categories such as:

• Org Health

Audit Apex, Flows, Validation Rules, and automation risks with one click.
Video example: Unlock Instant Salesforce Org Analysis

• Field Cleanup

Detect unused, low-usage, or duplicate fields to streamline your data model.
Video example: Salesforce Field Cleanup in Seconds with Sweep

• Migrating off Workflow Rules & Process Builder

Identify legacy automation, understand its logic, and generate Flow-ready rebuild recommendations.
Video example: Migrating off Workflow Rules and Process Builder with AI Agents

Each category includes guided prompts built for repeatable workflows. These prompts are written by solution experts and are designed to:

  • Summarize automation footprints

  • Flag risks or technical debt

  • Map dependencies

  • Generate Flow migration plans

  • Identify field cleanup opportunities

  • Produce CPQ assessments

  • Support ongoing org maintenance

To run a prompt:

  1. Open Prompt Library

  2. Select a category

  3. Choose a prompt

  4. Customize any parameters (optional)

  5. Click Run

Sweep will return a structured, metadata-aware response, with tables, analysis summaries, and recommendations you can immediately use for discovery, cleanup, planning, or troubleshooting.

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