What is Sweep?

Sweep is an AI-powered visual workspace that allows teams to design, automate, and optimize their entire Salesforce architecture on an easy-to-use platform.

With Sweep, lead routing is just the beginning. Unlike LeanData, which focuses heavily on record assignment, Sweep provides a comprehensive solution for managing Salesforce processes, reporting, and automation at scale.

Key Capabilities of Sweep

• An AI-powered Visual Workspace: Sweep’s unique drag-and-drop interface gives business and technical teams a real-time view of their Salesforce setup, making it easier than ever to build and optimize processes without technical complexity.
• AI-powered Agents: Sweep’s built-in agentic layer provides documentation, optimization and org health support based on real-time Salesforce data and metadata.
• Built-in Deduplication Tools: Ensure that all of your Salesforce data stays clean with easy-to-customize deduplication tools. Assign business logic that suits your business and deploy it to your Sandbox or to Production in seconds.
• End-to-End Automation: Sweep handles lead routing, opportunity management, and post-sale workflows, ensuring every deal moves smoothly through the pipeline.
• Slack-Powered Deal Rooms: Seamlessly integrate Slack and Salesforce to create dedicated deal rooms for real-time collaboration—something LeanData doesn’t offer.
• AI-Powered Documentation & Change Feed: Get full visibility into your Salesforce setup, instantly understand dependencies, and eliminate the guesswork from system updates.
• Scalable, Customizable Routing: Assign leads, contacts, opportunities, and any Salesforce object based on dynamic criteria—without hitting technical roadblocks.
• Built for Growth: Sweep is not just a lead routing tool; it’s an AI-powered visual platform that scales with your business needs.

How Sweep Outshines LeanData

Today’s business and technical teams require agility as they scale. With LeanData being built around a rigid framework, users can experience bottlenecks, troubleshooting challenges, and technical limitations. Sweep, on the other hand, provides the next-generation flexibility that modern RevOps teams demand.

1. A More Powerful, Visual Approach to Salesforce

LeanData: Uses traditional flow-based logic, which can become complex and difficult to troubleshoot as workflows scale. Sweep: Features an intuitive visual workspace that provides full visibility into Salesforce processes, making it easier to build, modify, and optimize workflows.

2. Easier Troubleshooting & Documentation

LeanData: Lacks robust troubleshooting tools, making it hard to debug routing issues. Sweep: Provides built-in AI-powered documentation, visual debugging tools, and automated change logs, so teams can quickly identify and fix issues without relying on external consultants.

3. More Than Just Lead Routing

LeanData: Focuses mainly on lead-to-account matching and routing, requiring separate tools for broader RevOps automation. Sweep: Handles lead assignment, opportunity routing, forecasting, and post-sale workflows—all in one platform.

4. No Salesforce Performance Issues

LeanData: Native to Salesforce, but its automation can cause performance slowdowns and CPU timeouts, particularly in large organizations. Sweep: Built with custom metadata and asynchronous operations, avoiding Salesforce CPU limitations while maintaining lightweight, scalable performance.

5. Faster, More Agile Automation

LeanData: Requires admins to manually rebuild complex routing rules as business needs change. Sweep: Uses AI-powered automation and flexible workflows that adapt as your GTM strategy evolves.

If you’d like to learn more about how Sweep can help your team visualize, analyze, and optimize your entire Salesforce configuration, book a demo today.