Academy
Sweep Academy is your step-by-step learning hub for mastering Sweep: from onboarding and installation to documentation, visualization, and agentic automation.
By Tess1 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.