Sweep ships with a set of pre-built permission sets that control what your users can see and do inside the Sweep managed package. Instead of editing profiles, you assign the relevant Sweep permission set (or permission set group) to each user based on their role.
Quick Reference
Permission Set | API Name | Ideal For | Core Access |
Sweep MP User | Sweep_MP_User | Every user who triggers Sweep user (Baseline) | Access to Named Credentials, Sweep Apex classes, custom metadata, and internal objects. |
Sweep Funnels User | Sweep_Funnels_User | Every user who triggers Sweep user (Baseline) | Dynamically updated read/write access to fields created in Sweep. |
Sweep Admin User | Sweep_Admin_User | Administrators | Visibility into Transaction Logs, Settings, and Assignment Groups. |
Sweep Scheduling User | Sweep_Scheduling_User | Sales Teams | Availability settings and external calendar integrations.
Used by customers who are using Sweep’s Scheduling solution.
|
Permission Set Group
Group Name | API Name | Included Sets |
Sweep Funnels Permissions Group | Sweep_Funnels_Permissions_Group | Sweep MP User + Sweep Funnels User. |
Permission Sets in Detail
Sweep MP User (Baseline)
This is the foundational permission set required by anyone who interacts with Sweep functionalities.
Mandatory Assignment: All users executing Sweep logic must have this assigned to prevent validation failures.
Continuous Updates: This set is updated automatically to include permissions for new features and capabilities introduced in Sweep.
Included Access: Grants execution rights for Apex classes, access to custom metadata types, and interaction with Sweep's internal data structures (e.g., Sweep__Transaction_Log__c).
Sweep Funnels User
This set manages permissions for the fields and components your funnels use to process data, it is also a foundational permission set required by anyone who interacts with Sweep functionalities.
Dynamic Deployment: When you create a new field in Sweep and deploy it, this permission set is automatically updated to grant read/write access to that field.
Manual Note: If fields were created directly in your Salesforce org and then fetched into Sweep, you must manually add those field permissions to this set.
Sweep Admin User
Grants administrative oversight and configuration control. Use this for your primary Sweep managers and integration users.
Troubleshooting: Full access to Sweep Transaction Logs to monitor automation history (logs are retained for approximately 7 days).
Advanced Config: Access to Sweep Settings and the ability to view Assignment Groups and Members inside Salesforce
Integration Identity: We recommend assigning administrative permissions to a dedicated integration user for inbound API calls to keep access scoped and auditable.
Sweep Scheduling User
Enables scheduling features for front-end users.
Calendar Sync: Required for connecting and managing Google Calendar or Zoom integrations.
Personal Settings: Allows users to define their own availability windows within the Sweep scheduling engine.
Required System Permissions
For your Sweep Integration User ensure the following system permissions are also granted to support deployment and fetching. For more details, please visit: https://help.sweep.io/en/articles/11115496-connected-user-permissions
How to Assign
Navigate to Setup > Users > Permission Set Groups (recommended) or Permission Sets.
Select the Sweep Funnels Permissions Group for standard users.
Click Manage Assignments > Add Assignments.
Select your users and click Assign.
Tip: A typical setup is to assign the Sweep Funnels Permissions Group to all users interacting or triggering Sweep, then add Sweep Admin User for your administrators.