A feature that saves hours of rework for Salesforce admins building automations
A feature that saves hours of rework for Salesforce admins building automations
A feature that saves hours of rework for Salesforce admins building automations
A feature that saves hours of rework for Salesforce admins building automations
how?
how?
how?
Admins can generate a flowchart instantly with AI instead of manually recreating them, edit it and share it with stakeholders.
Admins can generate a flowchart instantly with AI instead of manually recreating them, edit it and share it with stakeholders.
Admins can generate a flowchart instantly with AI instead of manually recreating them, edit it and share it with stakeholders.
Admins can generate a flowchart instantly with AI instead of manually recreating them, edit it and share it with stakeholders.
Note: I am not a Salesforce employee. This project was sponsored by Salesforce for a course in my masters at Indiana University (2024).
Note: I am not a Salesforce employee. This project was sponsored by Salesforce for a course in my masters at Indiana University (2024).
Note: I am not a Salesforce employee. This project was sponsored by Salesforce for a course in my masters at Indiana University (2024).
but first
but first
but first
Why would admins even care to collaborate with stakeholders?
Why would admins even care to collaborate with stakeholders?
Why would admins even care to collaborate with stakeholders?
Why would admins even care to collaborate with stakeholders?
Automations are built by Salesforce admins. However, the whole process from the gathering requirements to building it and then managing is a collaborative effort.
Different stakeholders like co-admins, project managers, process owners (usually called clients or citizens or business users too), etc are involved in different stages of the project.
Automations are built in Salesforce Flowbuilder, and are mostly built by Salesforce admins. However, the whole process from the gathering requirements to building it and then managing is a collaborative effort. Different stakeholders like Salesforce admins, project managers, process owners (usually called clients or citizens or business users too), etc are involved in different stages of the project.
Automations are built in Salesforce Flowbuilder, and are mostly built by Salesforce admins. However, the whole process from the gathering requirements to building it and then managing is a collaborative effort. Different stakeholders like Salesforce admins, project managers, process owners (usually called clients or citizens or business users too), etc are involved in different stages of the project.
Image shows different phases of automation building with collaboration types
Automations are built in Salesforce Flowbuilder, and are mostly built by Salesforce admins. However, the whole process from the gathering requirements to building it and then managing is a collaborative effort. Different stakeholders like Salesforce admins, project managers, process owners (usually called clients or citizens or business users too), etc are involved in different stages of the project.
Automations are built in Salesforce Flowbuilder, and are mostly built by Salesforce admins. However, the whole process from the gathering requirements to building it and then managing is a collaborative effort. Different stakeholders like Salesforce admins, project managers, process owners (usually called clients or citizens or business users too), etc are involved in different stages of the project.
Admins collaborate for feedback to build the perfect automation. Then why manually re-diagram flowcharts?
Admins collaborate for feedback to build the perfect automation. Then why manually re-diagram flowcharts?
Admins collaborate for feedback to build the perfect automation. Then why manually re-diagram flowcharts?
Admins collaborate for feedback to build the perfect automation. Then why manually re-diagram flowcharts?
It took 9 semi-structured interviews with 6 interviewees to get this!
It took 9 semi-structured interviews with 6 interviewees to get this!
It took 9 semi-structured interviews with 6 interviewees to get this!
Hover for interview quotes
Hover for interview quotes
Hover for interview quotes
Simpler flowchart means better client feedback
Simpler flowchart means better client feedback
Simpler flowchart means better client feedback
To get feedback from clients on the workflow admins have built, they simplify and map it out in Lucidchart because it would be easier for clients to understand.
To get feedback from clients on the workflow admins have built, they simplify and map it out in Lucidchart because it would be easier for clients to understand.
To get feedback from clients on the workflow admins have built, they simplify and map it out in Lucidchart because it would be easier for clients to understand.
Re-diagramming takes too much time
Re-diagramming takes too much time
Re-diagramming takes too much time
Everytime admin has a meeting with clients, they need to create a simple flowchart in Lucidchart (popular within admins community)and it gets tiresome.
Everytime admin has a meeting with clients, they need to create a simple flowchart in Lucidchart (popular within admins community)and it gets tiresome.
Everytime admin has a meeting with clients, they need to create a simple flowchart in Lucidchart (popular within admins community)and it gets tiresome.
Admins want to leave notes for self and co-admins
Admins want to leave notes for self and co-admins
Admins want to leave notes for self and co-admins
Sometimes it happens that admins forget about a project when they come back to it, so they need to go back to their notes for refreshing memory and even share it with new admins as a knowledge transfer.
Sometimes it happens that admins forget about a project when they come back to it, so they need to go back to their notes for refreshing memory and even share it with new admins as a knowledge transfer.
Sometimes it happens that admins forget about a project when they come back to it, so they need to go back to their notes for refreshing memory and even share it with new admins as a knowledge transfer.
all in all,
all in all,
all in all,
For better feedback there needs to be simpler way of communicating flows. Hence the constant need of (manually) re-diagramming the flowcharts.
This manual process is time taking and inefficient.
For better feedback there needs to be simpler way of communicating flows. Hence the constant need of (manually) re-diagramming the flowcharts.
This manual process is time taking and inefficient.
For better feedback there needs to be simpler way of communicating flows. Hence the constant need of (manually) re-diagramming the flowcharts.
This manual process is time taking and inefficient.
For better feedback there needs to be simpler way of communicating flows. Hence the constant need of (manually) re-diagramming the flowcharts.
This manual process is time taking and inefficient.
What if AI can help?
What if AI can help?
What if AI can help?
What if AI can help?
Current AI trends sparked an idea, if current capabilities of LLMs could simplify the diagrams that are made in the FlowBuilder, it would save a lot of time of admins.
As expected, it did not just generate the flowchart but went even one step further and gave a code to plot it with python.
Image shows asking ChatGPT to create flowchart from Flowbuilder screenshots
Automations are built in Salesforce Flowbuilder, and are mostly built by Salesforce admins. However, the whole process from the gathering requirements to building it and then managing is a collaborative effort. Different stakeholders like Salesforce admins, project managers, process owners (usually called clients or citizens or business users too), etc are involved in different stages of the project.
Automations are built in Salesforce Flowbuilder, and are mostly built by Salesforce admins. However, the whole process from the gathering requirements to building it and then managing is a collaborative effort. Different stakeholders like Salesforce admins, project managers, process owners (usually called clients or citizens or business users too), etc are involved in different stages of the project.
was ai the only idea?
was ai the only idea?
was ai the only idea?
There were explorations like creating a whiteboard for admins, or importing charts from LucidChart. But these did not provide new value to admins.
Of course, AI generated simplified flows wasn't the first idea, multiple explorations culminated to this. There were explorations like creating a whiteboard for admins to create flowcharts in the FlowBuilder itself, or importing charts from LucidChart, etc.
feedback from admins
feedback from admins
feedback from admins
What do admins think about AI generated flowchart based on their existing workflow?
What do admins think about AI generated flowchart based on their existing workflow?
“And feature (Generate diagram) that could indeed also make unique value versus existing other solutions like the Draw IO or Lucidchart.”
Salesforce Architect
“This idea is really good, especially with the possibility to make the screenshot of the whole flow with one button instead of having like stitch to it or have specific extension to be able to make a screenshot of a whole flow.”
Salesforce consultant
Pitching the idea to the Salesforce Automations team.
Pitching the idea to the Salesforce Automations team.
Pitching the idea to the Salesforce Automations team.
Pitching the idea to the Salesforce Automations team.
Salesforce Automations team loved the way the project was directed from a broader goal of collaboration to narrowing it down in helping admins easily communicate with clients.
Salesforce team even admired our presentation's storytelling and remarked that it was similar to what actual pitching presentations look like at Salesforce.
Salesforce Automations team loved the way the project was directed from a broader goal of collaboration to narrowing it down in helping admins easily communicate with clients.
Salesforce team even admired our presentation's storytelling and remarked that it was similar to what actual pitching presentations look like at Salesforce.
Salesforce Automations team loved the way the project was directed from a broader goal of collaboration to narrowing it down in helping admins easily communicate with clients.
Salesforce team even admired our presentation's storytelling and remarked that it was similar to what actual pitching presentations look like at Salesforce.
personal reflections & learnings
personal reflections & learnings
personal reflections & learnings
A team's frame alignment is a differentiating factor between an extraaaa-ordinary result and an ordinary one.
A team's frame alignment is a differentiating factor between an extraaaa-ordinary result and an ordinary one.
A team's frame alignment is a differentiating factor between an extraaaa-ordinary result and an ordinary one.
A team's frame alignment is a differentiating factor between an extraaaa-ordinary result and an ordinary one.
The end.
The end.
The end.
Team photo
Team photo
Team photo
Future scope
Future scope
Future scope
Next case study (random)
Next case study (random)
Next case study (random)
or
or
or
Hit me up to talk about this project over a cup of chai!
Hit me up to talk about this project over a cup of chai!
How did I facilitate?
How did I facilitate?
Team dynamics
Team dynamics
How did I make presentation for 2 different audiences?
How did I make presentation for 2 different audiences?
How did I approach healthy team building?
How did I approach healthy team building?
What aspect I need to grow in?
What aspect I need to grow in?
Copyright © 2025 Dharam Lokhandwala. Updated in January 2025.
Copyright © 2025 Dharam Lokhandwala.
Updated in January 2025.
