Academy
Sweep Academy is your step-by-step learning hub for mastering Sweep: from onboarding and installation to documentation, visualization, and agentic automation.
By [email protected]1 author7 articles
- 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.