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Let your Salesforce Processes do the hard work and document themselves…

By
Paul Bircham
April 11, 2025
3
min read
Product
Salesforce Administrators

Salesforce Admins, You Know the Pain.

Documenting your org’s processes is a task that’s never truly done. Or at least it never stays done for long.

You’ve got Lucidchart diagrams scattered around. Maybe some step-by-step guides in Confluence. But no matter how hard you try, they’re always a little… behind. A field changes here, a flow updates there, and suddenly your carefully drawn process map doesn’t match reality anymore.

Record-triggered Flow

Sound familiar?

The truth is, you’ve already got plenty on your plate. New features roll out, teams request changes, troubleshooting, project overlap, and admin time is limited. It’s no surprise that diagrams often lag behind.

The result?

Confusion. Misunderstandings. And a frustrating onboarding experience for new team members who are trying to learn business processes from outdated reference docs.

So how do you fix this? How do you stop the endless loop of updating diagrams and still stay on top of your org’s business processes?

Meet Processity.

Processity flips the script on documentation. Instead of you updating diagrams every time a process changes, it watches how your users actually use Salesforce—and builds the process documentation for you. It taps into real user behavior. Every click. Every automation. Every path taken through a process. It turns that into BPMN-style diagrams that reflect the actual flow of work in your org—not the idealized version someone drew two years ago and forgot to update.

And it gets even better.

Processity doesn’t just document at the surface level. It can segment those processes based on how your users work. So if one team does things slightly differently in APAC than they do in EMEA? No problem. You’ll see those distinctions clearly. Functional, geographic, or vertical variations in workflows—documented cleanly.

That means your process maps are:

  • Accurate
  • Always up-to-date
  • Aligned with real-world usage

So you stop guessing. You stop wasting hours redrawing flowcharts. And your current and new team members get a clear picture of how things actually work.

Let’s be real—Salesforce is always changing. Your org is always evolving. Why should your documentation stay stuck in the past?

With Processity, you can finally let your business processes speak for themselves. No more losing battles. No more outdated process flows.

Just clean, current process maps that evolve with your org. Processity’s got your documentation covered.

Paul Bircham
Product Manager
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