TLDR;
problem
Salesforce Admins building automations have to recreate flowcharts each time prior to a meeting to share automation building status with stakeholders. This process is too much time-consuming, repetitive and arduous.
solution
With the capabilities of AI (concepted tested with ChatGPT), the flowchart gets generated based on the already built automation and admins just have to verify the flowchart and make their own edits if they want.
impact
Hours of complex manual flowchart building is now done in seconds and this makes collaboration easier with stakeholders.
my role
Team facilitation, user interview protocols and interviews, concept generations, concept testing, presentation, conflict resolution.
Tldr;
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.
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.
“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
