Get everyone on the same page
Salesforce business process mapping (UPN)
Elements.cloud has the best-in-class Salesforce business process mapping tools to help your team validate business requirements and build consensus, collaboration, and communication with your teams.
Over 1 million process maps drawn using Elements.cloud.
Collaborative mapping
The only process mapping app designed for Salesforce
Get more achieved with your team by collaborating in live process mapping sessions with everyone on the same page. Rapidly capture processes in live workshops, then use diagrams to validate requirements, guide user acceptance testing, provide training and meet regulatory compliance. Moreover, process maps produced in Elements are versioned and controlled and include approval processes, so you can keep tabs on how your plans evolve.
Hierarchical mapping
Elements makes it easy to create and modify diagrams. It has been designed to make live workshops a breeze.
Resources & swimlanes
Use RASCI resources or swimlanes to report on activity boxes and tag them in a central database.
Version control
Agile management of multi-level diagram versioning. Collaborate on a draft, and then publish and get user sign-offs. Capture feedback. Quickly and simply.
In-app help
Processes are integrated into the other business analysis artefacts to give a 360-degree view and are embedded in Salesforce screens as in-app help.
Collaborative feedback
Salesforce Universal Process Diagrams (UPN)
Elements support the Salesforce Universal Process Notation (UPN) standard completely. No other tool does; hierarchical mapping, resources, linked attachments, and version control. In addition, there is collaborative feedback and seamless linking to the metadata dictionaries embedded in Salesforce page layouts.
Your diagrams, your way
Salesforce flowcharts, brainstorming, capability maps and more..
You can draw your diagrams in any format you choose and still use all the power of Elements: capability diagrams, flowcharts with swimlanes, capability maps, brainstorming diagrams, and Salesforce Architect diagrams.
20 years experience
We wrote the Salesforce business analysis training
We developed the Architect and Trailhead business analysis, business process mapping, and UPN training courses, which is why we have the best process mapping application for Salesforce. And we helped establish the UPN standard in 2004 based on years of prior experience.
With you every step of the way
Supporting the Salesforce change cycle
Business process mapping in live workshops can streamline Salesforce business processes. It can validate requirements and build consensus to ensure your teams create the right things.
Process maps play an important role in user acceptance testing and they can be embedded in Salesforce for user training.
More than a pretty picture
Connected. Live. Collaborative.
Elements make process maps live and actionable. For example, process maps are linked to business requirements, architect diagrams, systems metadata, user stories, and documentation which can be assigned to project or task owners. Teams and stakeholders can collaborate and provide improvement feedback.
Train on the process
Surface processes as in-app help
Embed process maps in Salesforce for your end users as a point of need training. This increases adoption and provides an easy mechanism to provide feedback. As a result, watch adoption and customer satisfaction soar.
Compliance matters
You don’t need another system for the regulators
Elements provides the features that auditors demand:
- Diagram access rights
- Snapshots of changes
- Version control
- Change authorization
- Acknowledgement of changes
- Training records
- Links to directory of regulatory clauses e.g. ISO9001
How to make gin
Mapping with Ryan Reynolds
In this live workshop, we demonstrate the effectiveness and power of process mapping to really understand operational processes.
Frequently asked questions
What is UPN?
Universal Process Notation is an industry standard for process mapping that has been adopted by Salesforce and with training courses in Trailhead.
What are the 5 core principles of UPN?
There are five core principles to make diagrams more easily understood.
- No more than 8-10 activity boxes are allowed on a screen
- Drill down from an activity box to a lower level to describe the detail
- Attach supporting information to an activity box
- View and edit should be controlled by access rights
- Version control and history of changes should be shown at a diagram level
How does UPN compare to flowcharting?
The UPN principles can be applied to Flowcharting. A Flowchart drawn in UPN format often reduces the number of activities/shapes on a diagram by up to 50%. And it makes them diagrams more readable.
We have lots of LucidChart diagrams. Do we need to redraw them?
No. You can link the LucidChart diagrams to the Elements metadata dictionary as core documentation. But if the LucidChart diagrams are out of date you will be surprised how quickly you can redraw them and improve them in Elements.
What is a hierarchical process map?
A process map is a hierarchy of diagrams, meaning you are able to drill down to give more detail. This enables each diagram to be kept to 8–10 boxes, while being able to describe a broad scope or complex processes. There is no limit to the number of levels you can go down.
Can I trial Elements?
Yes. Talk to us.
