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.
Cross Functional (Swimlane) Chart
Works best for:
Flowcharts, Mapping, Diagrams
The Cross Functional (Swimlane) Chart template offers a visual tool for mapping out processes or workflows with multiple stakeholders or functional areas. It provides swimlanes for organizing tasks and responsibilities by department or role. This template enables teams to visualize process flows, identify handoffs, and improve coordination and collaboration across functions. By promoting transparency and accountability, the Cross Functional (Swimlane) Chart empowers organizations to streamline workflows and drive cross-functional alignment effectively.
Stage-Gate Process Flowchart Template
Works best for:
Diagramming, Project Management
The Stage-Gate Process Flowchart Template structures a project into distinct stages separated by decision-making gates, enhancing the quality of decisions and leading to more successful project outcomes.
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.
Entity Relationship Diagram Template
Works best for:
Flowcharts, Strategic Planning, Diagrams
Sometimes the most important relationships in business are the internal ones—between the teams, entities, and actors within a system. An entity relationship diagram (ERD) is a structural diagram that will help you visualize and understand the many complex connections between different roles. When will an ERD come in handy? It’s a great tool to have for educating and onboarding new employees or members of a team, and our template makes it so easy to customize according to your unique needs.
Fishbone Diagram Template
Works best for:
Operations, Diagrams, Workflows
What is the best way to solve any problem your team faces? Go straight to the root. That means identifying the root causes of the problem, and fishbone diagrams are designed to help you do it best. Also known as the Ishikawa Diagram (named after Japanese quality control expert Kaoru Ishikawa), fishbone diagrams allow teams to visualize all possible causes of a problem, to explore and understand how they fit together holistically. Teams can also use fishbone diagrams as a starting point for thinking about what the root cause of a future problem might be.
Strategic Technology Roadmap Worksheets
Works best for:
Roadmap, Planning, Mapping
We all know that technology commercialization success starts with the end in mind, a product with market viability.