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 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.
This template was created by Stephen Stouffer.
Get started with this template right now.
AHA! Moment Flowchart
Works best for:
Mapping, Flowcharts
The AHA! Moment Flowchart template offers a visual tool for mapping out the journey of users or customers and identifying key moments of realization or insight (AHA moments). It provides a structured framework for documenting user interactions, emotions, and pain points throughout their journey. This template enables teams to understand user experiences, identify opportunities for improvement, and enhance product or service offerings. By promoting empathy and customer-centric design, the AHA! Moment Flowchart empowers organizations to create meaningful and impactful user experiences effectively.
Swim Lane Diagram with Data
Works best for:
Flowchart, Mapping, Diagrams
The Swim Lane Diagram with Data template is a visual tool for illustrating processes or workflows with swimlanes that contain additional data or information. It provides elements for documenting process steps, timelines, and performance metrics within each swimlane. This template enables teams to analyze process efficiency, identify bottlenecks, and make data-driven decisions for process improvement. By combining visual clarity with data insights, the Swim Lane Diagram with Data empowers organizations to optimize workflows and drive continuous improvement effectively.
Community Building: A 5 Step Roadmap
Works best for:
Roadmap, Planning, Mapping
Use this five step process for building a community development roadmap.
User Flow Example
Works best for:
Flowcharts, Mapping, Diagrams
The User Flow Example template offers a visual representation of a typical user flow within a digital product or service. It provides elements for documenting user interactions, navigation paths, and decision points along the user journey. This template enables UX designers and product teams to understand user behavior, identify pain points, and optimize the user experience. By providing a concrete example of user flow, the User Flow Example template serves as a valuable reference for designing intuitive and engaging digital experiences that meet user needs effectively.
Fault Tree Analysis Template
Works best for:
Diagramming
The Fault Tree Analysis Template visually breaks down potential system malfunctions, highlighting complex causal relationships between faults. One of its standout benefits is its ability to enhance clarity in complex scenarios, allowing professionals to swiftly pinpoint root causes and prioritize interventions, ensuring a more streamlined approach to problem-solving.
Goals-based Roadmap
Works best for:
Roadmap, Planning, Mapping
The Goals-based Roadmap template enables teams to set clear objectives and chart a course for achieving them. By defining specific goals and milestones, teams can track progress and adapt their strategies accordingly. This template fosters accountability and transparency, ensuring that everyone is working towards common objectives. With a focus on outcomes, teams can prioritize initiatives that drive the greatest impact and value.