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How it works

Discover

See where exposure is hiding.
Sweep maps your Salesforce environment across access, data, automation, integrations, public surfaces, and dependencies, turning complex metadata into a living view of what exists, how it connects, and where exposure may be hiding.

Output: A clear, current view of exposed paths, affected metadata, and the relationships behind each finding.

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Process-1

Design

Prioritize what matters and plan the safest path forward.

Sweep uses the live map to evaluate each finding in context: what is reachable, what data is sensitive, what business processes depend on it, how risky it is to change, and what should be fixed first.

Output: A dependency-aware remediation plan grounded in your actual Salesforce environment, not assumptions.

Build

Know what breaks before you make a change

Turn findings into work teams can actually execute. Approved findings become guided remediation work for Salesforce, security, IT, and systems teams including owners, implementation guidance, acceptance criteria, validation steps, and delivery-ready tickets.

Output: Human-reviewed remediation work that moves through your normal change-management process without losing context.

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Moni

Monitor

Keep exposure from quietly coming back.

Sweep continuously watches for changes that could reintroduce risk: permission drift, new public access, connected app changes, integration updates, file exposure, automation changes, and configuration changes that could reintroduce risk.

Output: Ongoing monitoring that keeps context current as your Salesforce org evolves.

Related resources

Go deeper on Salesforce exposure, AI readiness, and governed change

Audit

How to Run a Salesforce Permission Audit in Complex Environments

Profile sprawl, permission creep, and layered access make it hard to prove who has access to what. Learn how to audit permissions in complex orgs and build access governance that keeps up as Salesforce changes.

 

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AICHAT

Why AI Struggles With Salesforce

Salesforce is not just a database. It is a living graph of metadata, permissions, automation, dependencies, and business logic. Learn why AI needs that context before it can reason safely.

 

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ALL

How to Establish Audit-Ready Change Governance in Salesforce

Exposure remediation is only useful if teams can explain what changed, why it changed, and what it affected. Learn how connected metadata and traceability make governance easier to prove.

 

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See the agentic layer in action