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 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.
Product Roadmap Template
Works best for:
Product Management, Roadmaps
Product roadmaps help communicate the vision and progress of what’s coming next for your product. It’s an important asset for aligning teams and valuable stakeholders – including executives, engineering, marketing, customer success, and sales – around your strategy and priorities. Product roadmapping can inform future project management, describe new features and product goals, and spell out the lifecycle of a new product. While product roadmaps are customizable, most contain information about the products you’re building, when you’re building them, and the people involved at each stage.
CI/CD Pipeline Diagram Template
Works best for:
Diagramming, Development
The CI/CD template is a well-designed roadmap for software deployment that enables a smooth and automated flow from development to production. This strategic layout includes critical elements such as source code management, automation servers, container orchestration, staging environments, and the final deployment to production. One of the key benefits of using such a template is that it builds a robust deployment pipeline, which significantly reduces manual intervention and human error. By visualizing each step and integrating automation throughout, teams can achieve faster deployment cycles, ensuring that new features, updates, and fixes are delivered to users promptly and reliably. This enhanced pace does not compromise quality, as the template inherently supports continuous testing and quality assurance, ensuring that each update is quick but also secure and stable before it is delivered to the end user.
[Triple Diamond] Project Map
Works best for:
Roadmap, Mapping, Planning
The [Triple Diamond] Project Map template provides a comprehensive framework for managing project initiatives from inception to delivery. By guiding teams through the stages of discovery, definition, and delivery, this template ensures alignment with stakeholder expectations and project objectives. With a focus on user-centric design and iterative development, teams can deliver high-quality solutions that meet user needs and drive business value.
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.
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.