Rattle: At a glance
Rattle is a popular RevOps automation platform known for its Slack integration and strong focus on enabling sales teams to take action in real time. It excels at pushing Salesforce updates, alerts, and reminders directly into Slack, helping GTM teams stay on top of pipeline changes, task completion, and forecast accuracy without toggling between systems.
While Rattle is excellent for surfacing insights and nudging reps, it is not built for more complex backend configuration work in Salesforce, like automation creation, deduplication, or multi-object lead routing. It’s best thought of as a real-time engagement layer rather than a full configuration or orchestration tool.
For companies already committed to Salesforce and Slack and looking to boost rep productivity, Rattle offers a clean, focused solution for nudging reps and surfacing key insights. But for teams that want to go beyond reminders, automating complex processes, routing across any object, deduplicating in real time, and documenting changes with AI, Sweep is the better fit. It gives teams full control over Salesforce logic, and empowers GTM teams to take action with confidence, backed by real-time visibility and intelligent automation.
Why Sweep is the smarter option
While Rattle is great at nudging reps to update fields or close tasks, it stops short of solving the root causes of pipeline slowdown: process complexity, manual work, and lack of visibility into how Salesforce is actually configured. That’s where Sweep shines.
Sweep is an AI-powered visual workspace that connects directly to your metadata to provide real-time visualizations, analysis, and documentation. It drives speed and control with real-time documentation, data-quality engines, and a dynamic agentic AI layer.
With Sweep, teams can:
- Route leads, cases, and opportunities dynamically: by changing ownership in Salesforce based on complex logic like territory, rep capacity, or custom attributes.
- Eliminate duplicates in real time using configurable matching rules and merge logic that respects your team’s data structure.
- Document automations automatically with AI-powered visual change logs, making onboarding and auditing faster and easier.
- Empower reps and admins alike with AI Agents that explain how processes work in plain English and make it easy to troubleshoot or adjust workflows as your business evolves.
For organizations looking to scale efficiently, reduce admin overhead, and get more out of their Salesforce investment, Sweep offers a smarter, more sustainable path forward.
Want to see how Sweep can change your entire approach to data management? Book a demo today!
| Feature | Sweep | Rattle |
|---|---|---|
| Slack Integration & Deal Rooms | Yes – Automated Slack alerts, deal rooms, and in-channel actions. | Yes – Automated Slack alerts, deal rooms, and in-channel actions. |
| Supports Standard and Custom Objects | Yes – Supports both. | Yes – Custom object support available, though not as flexible as Sweep. |
| Supports All Salesforce Clouds | Yes – Sweep supports all clouds. | Limited – Primarily focused on Sales Cloud and related objects. |
| Sends Salesforce Reports to Slack | Yes – Access real-time Salesforce data. | Yes – Can send scheduled and triggered reports to Slack. |
| Custom Permissions and Roles | Yes – Assign members of your team specific permission sets. | Partial – Basic admin/user roles, less control over object-level access. |
| Lead & Opportunity Routing | Yes – Supports lead, contact, opportunity, and any-object routing with flexible criteria. | No – Not a lead routing tool. |
| Round Robin and Territory Routing | Yes – Supports lead, contact, opportunity, and any-object routing with flexible criteria. | No – Primarily focused on Slack as a collaborative space. |
| AI-Powered Documentation & Change Logs | Yes – Automated tracking, version history, and system-wide documentation. | No – Requires manual tracking or external documentation. |
| AI-powered Agents | Yes – Sweep’s Agentic Layer has Process Agents, Documentation Agents, Monitoring Agents, User Support Agents. | No – Does not have AI agents. |
| Any-Object Routing (Beyond Leads & Contacts) | Yes – Route any Salesforce object with custom rules. | No – Primarily focused on lead, contact, and account routing. |
| Real-time Deduplication and Matching | Yes – Built-in dedupe and matching tools based on native Salesforce functionality. | No – Does not have dedupe tools. |
| Customer Data Stays in Salesforce | Yes – Sweep does not access your data, providing a higher security standard. | No – Requires access to customer data. |
| Support AI for End Users | Yes – Empowers End Users to resolve Salesforce issues. | No – End Users must rely on technical team members. |
