Academy
Sweep Academy is your step-by-step learning hub for mastering Sweep: from onboarding and installation to documentation, visualization, and agentic automation.
Academy OverviewSweep Academy is your guided, step-by-step path to mastering Sweep—from onboarding and installation to documentation, visualization, and agentic automation.
Platform OverviewWhat Sweep Is & What Problem It Solves
Logging In & Navigating SweepAccount setup & Salesforce environment connection
Managing Multiple AccountsHow to switch, create, and access multiple accounts using one Sweep login.
Installing the Managed PackageEnable full Sweep functionality by installing the Managed Package.
Navigating the HomepageA tour of Sweep’s homepage, including the search bar, quick actions, monitoring insights, and how to move between core features.
Prompt Library Categories & Use CasesA guide to Sweep’s pre-built AI prompts for org analysis, cleanup, optimization, and automation migration.
Navigating Sweep DocumentationA guide to navigating Sweep’s live, searchable Salesforce documentation.
Process VisualizationInstantly generate end-to-end visual maps that reveal exactly how your processes run.
Agentic LayerExplore Sweep’s AI agents, including Documentation, Monitoring, and Process Agents, and learn how they analyze, monitor, and optimize your Salesforce configuration.
Using the Documentation AgentSet up and customize your Documentation Agent to explain metadata, describe automation logic, map dependencies, and keep your documentation always up to date.
Creating and Using a Monitoring AgentBuild Monitoring Agents to scan your org for technical debt, performance risks, and best-practice violations with automated issue detection and health scoring.
Creating and Using a Process AgentLaunch a Process Agent to analyze funnels, identify bottlenecks, recommend optimizations, and generate data-backed process insights.
Using the Permissions AgentLaunch a Permissions Agent to analyze Salesforce access, troubleshoot permission issues, and prepare audit-ready security insights.