Salesforce Flow Builder
This template empowers you to create comprehensive documentation for the incredible flows you develop in Salesforce.
This template empowers you to create comprehensive documentation for the incredible flows you develop in Salesforce, making it an essential resource for training, change management, and team collaboration.
The template excels in two main areas:
Facilitating feedback collection without requiring Salesforce access.
Tracking and annotating Salesforce workflows post-build with detailed notes and context.
Designed to address the critical challenge of documenting complex automations, this template aims to make documentation woes a thing of the past.
Get started with this template right now.
UML ERD Diagram
Works best for:
Diagramming, UML Diagram
This template contains a few Entity-Relationship diagrams that you can re-use for your own work.
Communication Roadmap
Works best for:
Roadmap, Mapping, Planning
The Communication Roadmap template enables teams to plan and execute effective communication strategies. By outlining key messages, channels, and stakeholders, teams can ensure consistent and targeted communication throughout a project lifecycle. This template fosters alignment and transparency, enabling teams to engage stakeholders effectively and mitigate risks associated with miscommunication.
20/80 Process Diagram - EOS® Compatible
Works best for:
Diagramming
The 20/80 Process Diagram - EOS® Compatible template is a visual tool for mapping out processes and workflows aligned with the Entrepreneurial Operating System (EOS®) methodology. It provides a structured framework for identifying core processes and key activities that drive business outcomes. This template enables organizations to streamline operations, clarify roles and responsibilities, and enhance accountability. By promoting alignment with EOS® principles, the 20/80 Process Diagram empowers teams to achieve organizational excellence and drive sustainable growth.
Social Media Strategy Planning
Works best for:
Roadmap, Planning, Mapping
The Social Media Strategy Planning template provides a structured approach for developing and implementing social media strategies. By defining objectives, target audiences, and content plans, teams can maximize the impact of their social media efforts. This template fosters collaboration and alignment across teams, ensuring that social media initiatives are integrated with broader marketing goals and contribute to overall business objectives.
Driver Diagram Template
Works best for:
Diagramming
The driver diagram template is a strategic visual tool that helps teams map out their primary objectives and break them down into actionable components. It presents goals, drivers, and specific change ideas in a coherent and interconnected format, ensuring clarity of objective. By doing so, every team member is aligned towards a common endpoint, fostering unified efforts. The visual nature of the template simplifies complex objectives, making it easier for teams to stay on track and measure their progress effectively.
Screen Flow Template
Works best for:
UX Design, Product Management, Wireframes
A screen flow (or wireflow) brings together a multi-screen layout that combines wireframes with flowcharts. The result is an end-to-end flow that maps out what users see on each screen and how it impacts their decision-making process through your product or service. By thinking visually about what your customers are looking at, you can communicate with internal teams, stakeholders, and clients about the decisions you’ve made. You can also use a screen flow to find new opportunities to make the user experience frictionless and free of frustration from start to end.