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How to Create and Use Artifacts

Generate interactive dashboards, charts, and reports directly from your Salesforce data through AI conversations.

Written by Tess Geri
Updated over a month ago

Objective

Learn how to create, view, share, and publish Artifacts: AI-generated interactive components that visualize your Salesforce data as live dashboards, charts, tables, and reports.


What It Is

Artifacts are interactive, AI-generated components produced by Sweep's agents. Instead of receiving a plain text answer, you get a fully rendered, interactive output — a chart, a data table, a dashboard — that you can explore, share with your team, or publish for anyone to see. Artifacts are built from your live Salesforce metadata and can include:

  • Interactive mini apps: charts and visualizations

  • Data tables: large datasets rendered in a virtualized, scrollable table with CSV export

Artifacts are saved to your account and accessible from the Artifacts Library, so you can revisit, share, and build on them at any time.


How to Create an Artifact

Option 1 — Enable Artifact Mode in a chat

  1. Open the Agentic Layer from the top navigation bar.

  2. Start a new chat with the Documentation Agent.

  3. Enable Artifact Mode using the toggle in the chat input area.

  4. Type your request and send it.

The agent will generate a live, rendered component alongside its text response. The Artifact appears in a resizable side panel to the right of the chat.

Example prompts:

  • "Build a dashboard showing our top 100 Salesforce objects by field count"

  • "Visualize our automation coverage across flows, process builders, and workflow rules"

Option 2 — Use a built-in template

  1. Navigate to the Artifacts Library from the left sidebar of the documentation agent.

  2. Open the Built by Sweep tab.

  3. Click any template card to launch it. This opens a new chat with Artifact Mode pre-enabled and the prompt pre-filled.

  4. Send the message to generate the Artifact.

Available templates include:

Template

What it shows

Object Map

Top 100 objects by field count, with charts

Automations Map

Flows, process builders, workflow rules, and triggers

Workflow Rules Migration Plan

Migration readiness analysis

Security Risks

Audit with severity ratings

Field Cleanup

Unused and duplicate field analysis

CPQ Template

CPQ configuration inventory

APEX Analysis

Apex code quality metrics

Process Optimization

Opportunity, Case, and Lead automation coverage


Viewing and Navigating Artifacts

When an Artifact is generated, it opens in a side panel next to the chat. The panel has three states:

  • Generating: the raw code appears as the agent writes it in real time

  • Compiling: a brief loading state while the component is being rendered

  • Rendered: the fully interactive Artifact is displayed

If a chat produces more than one Artifact, a list icon appears in the panel header. Click it to open the Artifact Selector and switch between all Artifacts generated in that conversation.

Artifacts Library

The Artifacts Library is a dedicated page for managing all Artifacts in your account. Access it from the left sidebar.

It has three tabs:

  • Built by Sweep: the template library for launching pre-built Artifact prompts

  • Shared Artifacts: all Artifacts that teammates have shared with the account

  • My Artifacts: Artifacts you have created

Clicking a card in My Artifacts takes you back to the originating chat with the Artifact panel open. Clicking a card in Shared Artifacts opens the artifact in a new tab in a read-only view.


Sharing Artifacts

Share with your team (internal)

  1. Open the Artifact in the side panel.

  2. Click the Share button in the panel header.

  3. Toggle “Share with your company” on.

The Artifact becomes visible to all members of your account in the Shared Artifacts tab. A shareable link is generated that requires login and account membership to access. Only the creator of an Artifact can share it.

Publish publicly (unauthenticated public access)

  1. Open the Share dialog (same as above).

  2. Toggle “Publish artifact” on.

A public URL is generated. Anyone with the link can view the Artifact (not the chat history) without logging in. Only the creator of an Artifact can publish it.

Table Artifacts

Some agent responses produce Table Artifacts — large datasets rendered as virtualized, scrollable tables in a dedicated side panel. Table Artifacts include a Download CSV button, allowing you to export the full dataset to a spreadsheet. Table Artifacts are displayed inline within the chat response and do not appear in the Artifacts Library.


Common Use Cases

Security and compliance audits

Generate audit-ready reports in seconds:

  • "Create a security risk report for our Salesforce org"

  • "Which profiles have dangerous permissions like ModifyAllData?"

  • "Show me all users with access to export data"

Technical debt and cleanup

Identify areas for consolidation and simplification:

  • "Show me duplicate or redundant fields across our key objects"

  • "Analyze our Apex code for quality issues"

  • "Map all active workflow rules that should be migrated to flows"

Executive reporting

Build shareable dashboards for stakeholders:

  • "Create a dashboard summarizing our CPQ configuration"

  • "Build a process optimization report for our Opportunity pipeline"

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