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.
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.
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.
Agile Product Roadmap
Works best for:
Roadmap, Planning, Mapping
The Agile Product Roadmap template enables teams to visualize and communicate the strategic direction of their product development in an agile environment. It allows for flexibility and adaptation to changing requirements while providing a clear overview of priorities and timelines. By incorporating feedback loops and iterative planning, teams can ensure alignment with stakeholder expectations and deliver value incrementally.
Website Flowchart Template
Works best for:
Flowcharts, Mapping, User Experience
A website flowchart, also known as a sitemap, maps out the structure and complexity of any current or future website. The flowchart can also help your team identify knowledge gaps for future content. When you’re building a website, you want to ensure that each piece of content gives users accurate research results based on keywords associated with your web content. Product, UX, and content teams can use flowcharts or sitemaps to understand everything contained in a website, and plan to add or restructure content to improve a website’s user experience.
Use Case Diagram Template
Works best for:
Marketing, Market Research, Diagrams
A use case diagram is a visual tool that helps you analyze the relationships between personas and use cases. Use case diagrams typically depict the expected behavior of the system: what will happen and when. A use case diagram is helpful because it allows you to design a system from the perspective of the end user. It’s a valuable tool for communicating your desired system behavior in the language of the user, by specifying all externally visible system behavior.
Incident Management Process Flowchart Template
The Incident Management Process Flowchart Template in Miro is designed to streamline and clarify the process of managing incidents within an organization. This template serves as a visual guide that outlines the steps involved in incident management, from the initial declaration to the final review. It is a living document, continuously evolving based on feedback and lessons learned from past incidents, ensuring that the process remains up-to-date with best practices. By defining incidents as disruptions requiring a coordinated response to restore service levels, the template emphasizes the importance of a structured, organized, and timely approach. It covers various phases such as Incident Declaration, Assessment, Response, Communication, and Review, providing a clear framework for teams to follow.