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Tech Review: Sweep

What Problem Does It Solve? 

Sweep helps Salesforce admins understand a Salesforce environment in a visual way. In just a few minutes you are able to understand how everything in your Salesforce environment is built and how it all connects together.
 
Sweep also makes updating your Salesforce environment easy by allowing edits to be done in Sweep and pushed to Salesforce.

Who Should Use It? 

Salesforce admins get the most benefit out of Sweep.

Would We Recommend It? 

Yes. Whether you are understanding an account you inherited or troubleshooting or optimizing an account you are familiar with, Sweep makes it easy to see the downstream affects of changes. 
 

Hear What We Thought

Hear what Allison Troy from our Technology and Enablement team has to say about Sweep.

light sweep
What is Sweep?

Sweep is a Salesforce configuration, management, and customization tool. 

Resources

Blog 3.0

How Clay & Workato Fit in a Modern Sales & Marketing Data Stack
How Clay & Workato Fit in a Modern Sales & Marketing Data Stack

As data stacks become more modular, teams often evaluate tools side by side that were never designed to solve the same problem. Clay and Workato are a good example of this. At a glance, both touch ...

Matthew Iovanni

Matthew Iovanni

Jan 13, 2026

4 minute

How Clay, Dynamics 365 & Microsoft Fabric Fit in a Microsoft-Centric Data Stack
How Clay, Dynamics 365 & Microsoft Fabric Fit in a Microsoft-Centric Data Stack

As organizations deepen their investment in Microsoft’s CRM and analytics ecosystem, it’s common to reassess how external data tools fit alongside native platforms. Questions often arise around ...

Matthew Iovanni

Matthew Iovanni

Jan 13, 2026

4 minute

Why Cold Prospecting Doesn’t Belong in Your CRM
Why Cold Prospecting Doesn’t Belong in Your CRM

Let’s break a taboo: your cold outreach program has no business living inside your core CRM.

Matthew Iovanni

Matthew Iovanni

Aug 22, 2025

3 minute

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