Salesforce
Identifying the right collaboration problem to solve for Salesforce admins
tldr;
We began with a broad problem statement
Discovered 4 pain points through interviews
Identified the most valuable problem to solve within the time constraint
Brainstormed ideas to solve the problem
research Outcome
Identified that admins needed a way to translate technical automations into stakeholder-friendly diagrams and proposed a feature that would save them time doing that while maintaining the deeper need of doing it.
project Outcome
Proposed an AI feature that would save admins' time doing that while maintaining the deeper need of doing it.
team & timeline
Me + 7 person team; 4 months timeline
my contribution
Conducted interviews with Salesforce admins
Coded and synthesized the research
Facilitated brainstorming and prioritization discussions.
project brief
HMW improve collaboration in Salesforce Flow
Salesforce Flow helps admins visually build automations for business processes without relying heavily on code.
understanding
Interviews uncovered four workflow breakdowns
We conducted generative, semi-structured interviews with Salesforce admins to understand their collaboration workflows, unmet needs, and existing workarounds.
opportunity areas
No version control,
Inaccessible stakeholder feedback,
Repetitive flowchart creation,
Fragmented documentation.
10,000 ft view
Stakeholders could not understand the technical flows
Most stakeholders were non-technical and found Salesforce Flow difficult to interpret. They avoided entering the builder and preferred to discuss progress during meetings.
Admins redrew flows before every review
To make automations understandable, admins manually recreated them in Lucidchart or similar tools before stakeholder meetings.
tedious manual task
Some flows contained 50–100+ elements
Whenever the automation changed, the supporting diagram also had to be updated or recreated.
100 CM view
Stakeholders could not provide meaningful feedback until admins translated the technical flow into something they could understand.
our focus
We focused on the repeated effort admins spent turning technical automations into stakeholder-friendly diagrams.
our solution
We proposed using AI to generate a flowchart from the automation already built in Salesforce Flow.
Instead of manually redrawing every element, admins could review the output, adjust its fidelity, simplify technical details, and make minor corrections.
