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.
Flowchart Template
Works best for:
Flowcharts, Mapping, Diagrams
Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.
ERD Supply Chain Management System Template
Works best for:
ERD
The ERD Supply Chain Management System Template streamlines and optimizes supply chain operations. It serves as a visual support that helps businesses understand and manage the complex relationships between different entities within their supply chain, such as suppliers, products, inventory, orders, and shipments. By providing a clear visualization of these relationships, the template enables users to identify inefficiencies and areas for improvement, facilitating strategic decision-making.
Onion Diagram Template
Works best for:
Diagramming, Mapping and Diagramming
The Onion Diagram Template is a distinct tool designed to visually represent layers of a specific concept, system, or process, akin to the layers of an onion. Each concentric layer of the diagram provides insights into a different aspect or phase of the topic at hand, moving from the core foundational element outwards to more peripheral components. One of the prime benefits of this template is its ability to offer hierarchical clarity. Users can immediately discern the importance, sequence, or interrelation of different elements within a system, facilitating enhanced comprehension and efficient decision-making.
Empathy Map for Stakeholders
Works best for:
Empathy Map
The Empathy Map for Stakeholders template helps you understand the perspectives and expectations of your project stakeholders. Use this tool to map out their needs, concerns, and motivations. By gaining these insights, you can align your project goals with stakeholder expectations, improve communication, and foster stronger relationships. Ideal for project managers and teams aiming to engage stakeholders effectively.
User Flows
The User Flows template offers a visual tool for mapping out the sequence of steps that users take to accomplish a specific task or achieve a goal within a digital product or service. It provides elements for documenting user interactions, screens, and decision points along the user journey. This template enables UX designers and product teams to understand user behaviors, identify pain points, and optimize the user experience effectively. By promoting user-centric design and empathy, the User Flows template empowers teams to create intuitive and engaging digital experiences that meet user needs and drive satisfaction.
Production Workflow Template
Works best for:
Agile Workflows, Agile Methodology, Project Management
Whether you’re producing a podcast, a marketing campaign, a TV show, or a piece of content, establishing a production workflow is crucial. A production workflow creates a visual guide to the different steps in a process. It can be used to train new team members or give a high-level overview to stakeholders. Although production workflows vary by team and business, they generally contain information about who the stakeholders are, how you brainstorm ideas, what your timeline looks like, and what resources you need to succeed.