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.
User Flow Template
Works best for:
Desk Research, Flowcharts, Mapping
User flows are diagrams that help UX and product teams map out the logical path a user should take when interacting with a system. As a visual tool, the user flow shows the relationship between a website or app’s functionality, potential actions a user could take, and the outcome of what the user decides to do. User flows help you understand what a user does to finish a task or complete a goal through your product or experience.
AWS Control Tower Account Governance Template
Works best for:
AWS
The AWS Control Tower Account Governance Template streamlines the setup and management of governance across multiple AWS accounts. It leverages AWS Control Tower to automate and simplify the governance process, ensuring that your AWS environment adheres to best practices for security, operations, and compliance. This template is highly customizable, allowing you to adjust governance controls and policies to meet the unique requirements of your organization. It provides a centralized view of your AWS environment, enhancing visibility and control, and scales with your organization as it grows.
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.
Empathy Map for Product Development
Works best for:
Empathy Map
The Empathy Map for Product Development template helps you delve into the minds of your users, understanding their needs and pain points. Use this template to gather insights that inform your product features and design. By empathizing with your users, you can create products that truly resonate with them, leading to better adoption and satisfaction. Perfect for product managers and development teams.
Decision Tree Template
Works best for:
Decision Making, Mind Mapping, Diagrams
Making difficult decisions gets easier when you can look clearly at your choices and visualize the outcomes. That’s just what a decision tree will help you do, empowering you to invest your time and money with confidence. A decision tree is a flowchart that looks just how you’d imagine—with “branches” that represent your available choices. It provides a stylized way to play out a series of decisions and see where they lead before you commit your real-world resources, which is especially valuable for startups and smaller companies.
Troubleshooting Flowchart Template
Works best for:
Diagramming , Flowcharts
The Troubleshooting Flowchart Template is an easy-to-use and versatile tool that simplifies problem-solving. It provides a step-by-step visual guide to identify, analyze, and fix issues, ensuring a clear and structured approach to troubleshooting. One of the key benefits of utilizing this template is that it helps improve communication among team members. By representing the troubleshooting steps visually, it simplifies complex processes and makes it easier for team members to understand, collaborate, and contribute efficiently.