Process flow diagrams for Salesforce, beside the screens they lead to

Start from a Salesforce process

Ten templates open as finished diagrams on lanes; change what is different about yours.

• Lead to opportunity, opportunity to close, and renewal and churn prevention
• Quote to cash
• Case escalation, customer onboarding, field service appointment, and return and refund
• Partner deal registration
• Campaign to lead

Draw the way a business analyst draws

• Swimlanes across or down, pools that hold lanes, and titled containers for phases or systems
• Steps, decisions, sub-processes, documents and data stores; Salesforce steps for records, screen flows, approvals, email alerts, automation and integrations
• Connectors with elbow, straight or curved routes, bend points, arrowheads at either end, and Yes / No labels anywhere along the line
• Align, distribute, group, lock, and style every shape: fill, border, text
• Salesforce products and every standard object as icons, and your own SVG shapes kept with the flow

From the process to the screen

Select a step and choose one of the project's prototype pages. Press Interact and click the step: the page opens in front of the diagram, live, so a stakeholder goes from "the rep qualifies the lead" straight to the screen the rep would see. A shared link to the flow opens the pages the same way.

Bring what you already have

• Import a draw.io / diagrams.net file: swimlanes become lanes, pools and containers; shapes, colours, labels and connectors come across
• Describe the process in plain words and let the AI draft it on lanes — it uses one AI build, and asks first
• Undo brings the previous drawing back after an import or a draft

Export and share

• PNG and SVG for slides and documents; a one-page PDF (A4 landscape) for printing or attaching; JSON for the flow itself
• A share link that opens the flow read-only — to anyone with the link, signed-in users, or people you name by email — with an expiry you choose