Salesforce process mapping training course endorses UPN

Salesforce process mapping training course endorses UPN

Salesforce has just released their Business Process Mapping Training as part of the Certified Solution Architect program – arguably the most coveted certification.

The course is relevant to customers and partners, but at the moment is accessed via the Partner Learning Camp.

If you are not a Salesforce partner we have provided the highlights of the course below.

This course endorses the Universal Process Notation (UPN) approach which is supported by Elements platform

The course covers:

  • the tangible benefits of business process mapping
  • the Universal Process Notation and how it satisfies current users needs vs flowcharts and other notations
  • how to get from good to great processes
  • the value of connecting business processes to other assets such as requirements, user stories and Salesforce metadata
  • a worked example for a fictitious company, Cirrus, a solar company
  • a live mapping workshop with Ryan Reynolds, actor and owner of Aviation Gin




Learning objectives

The objectives of the course means is is applicable to Architects, Consultants, Admins, Business Analysts…. or in fact anyone involved in business change

  • Apply best practices of Business Process Mapping towards your proposed solution
  • Diagram the points of complexity involved when designing a multi-cloud solution architecture
  • Validate your solution by aligning its multi-cloud capabilities to real life business processes
  • Recognize the need for a focus on continuous improvement when creating your customer journey



Why is change hard?

Let’s start with the fundamental issue that slowing Digital Transformation and the adoption of any change.  Here is a fun little exercise that you can use to explain

Benefits of mapping processes – using UPN

Flowcharts and  a slew of other  diagramming notations were the way that analysts and consultants used to capture requirements and business processes.

But this has changed over the last 10 years and now there is a simpler and more engaging diagramming notation. It is proven in major, highly regulated industries right down to innovative startups and small nonprofits.

There are 1,000s of organizations that are using UPN, are getting huge benefits, and would never go back.  Here is a blog with business benefits and another blog with a customer describing them in 43 seconds.

So what has driven the changes to the way diagrams are created, formatted and consumed?

  • Top level end to end view down to detailed actionable diagrams
  • Viewed online and embedded inside apps
  • Created in collaborative web-conferences
  • Audience has different backgrounds, disciplines and a short attention span
  • Scope could be broad (lead to cash) or narrow (raise quote)
  • Reuse; requirements for apps, UAT and user training
  • Supports regulatory compliance; FDA, FSA, ISO9001 and GDPR/CCPA
  • Provide context for metrics and the management actions
  • The basis for feedback and continuous improvement

5 Principles of UPN (Universal Process Notation)

Benefits of mapping processes vs flowcharts

Let’s take a closer look at differences between the old flowchart method, and today’s more efficient process map.

In the image below from first glance, it’s evident that it’s tighter and more easily understood compared to the traditional flowchart with swim-lanes and different shapes symbol in the second picture.

UPN in practice

Here is the result from taking the top level marketing schematic and turning it into an UPN actionable process map.  Below the images is a short video with the assumptions we made to map out the processes.

Marketing schematic of process

UPN process diagrams down 2 levels

Assumptions: marketing schematic to a process map

Below is a short video with the assumptions and thinking to take the marketing schematic to a detailed process diagram.


Live mapping workshop

This video will take Ryan Reynold’s hilarious spoof YouTube video where he explains the Aviation Gin process. We map out the process, and through the power of the UPN approach. we can quickly fill in the gaps and improve everyone’s understanding of the process.

In less than 15 mins we have mapped the entire end to end process, and you can see how we take an end user’s description of what happens and turn it into a rigorous process.


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