01
Interception points are obvious.
When new features land on a diagram of the existing system, scoping conversations happen against a shared picture. Stakeholders see exactly where the change touches and what depends on it.
System Mapping
See the org. Then change it.
An end-to-end visual map of your business process, with the underlying Salesforce automation overlaid on the same diagram. One artifact — replacing the documentation that lives in five places — kept current as the org evolves.
What it is
One picture of the whole system.
Standard Salesforce documentation lives in silos: a process diagram in one tool, a list of Flows in setup, an integration map in a Confluence page no one updates. Each is partial. Together they don't compose into a thing anyone can reason about.
A System Map combines them. The business process — leads, opportunities, orders, whatever your org actually does — runs along the diagram. The automation that drives each transition is overlaid on top: which Flow fires here, which Apex trigger runs there, which integration syncs to which downstream system.
The result is one artifact that stakeholders, admins, and developers can all read against — and decide on.
flowchart TD
Lead([Lead Created]):::process
Qual{Qualified?}:::decision
Opp([Opportunity]):::process
Prop([Proposal Sent]):::process
Won([Closed Won]):::process
Order([Order Created]):::process
Fulfil([Fulfillment]):::process
Disq([Disqualified]):::muted
Lead -->|Web-to-Lead Flow| Qual
Qual -->|Yes — Routing Apex| Opp
Qual -->|No| Disq
Opp -->|Quote Sync| Prop
Prop --> Won
Won -->|Order Sync Integration| Order
Order -->|ERP Webhook| Fulfil
classDef process fill:#FBFAF5,stroke:#9C7B25,stroke-width:1.5px,color:#1B1F23
classDef decision fill:#F0E5C4,stroke:#9C7B25,stroke-width:1.5px,color:#1B1F23
classDef muted fill:#F0E5C4,stroke:#B0A48A,stroke-width:1px,color:#5B6066
Generic B2B sales-to-fulfillment flow. The labels on the arrows are the automation overlay — the Flows, Apex, and integrations driving each transition.
Why it matters
The artifact carries weight.
02
The wrong-ask failure mode disappears.
Most rework comes from building the literal request without questioning whether it's the right request. A visible map makes the underlying intent legible — and the gap between intent and ask easy to close.
03
Developers can suggest improvements proactively.
Engineers don't have to wait for a ticket to flag a fragile pattern. The map gives them a place to point at — and the org gets cleaner over time, not just when something breaks.
How we deliver it
Living system map, not a one-time deliverable.
The first version of the map is built during a focused engagement: we walk the business process end-to-end with your team, inventory the automation in the org, and render it as a single diagram.
After that, the map is maintained as the org changes. Every Flow added, every integration rewired, every business-process shift updates the diagram before it goes live. It works best as part of an ongoing engagement — typically integrated into our Managed Services — so the artifact never falls behind.
What you get
Deliverables.
- The diagram itself — Mermaid source committed alongside your code, or shared in your team's workspace
- An inventory of key automations: every Flow, Apex trigger, scheduled job, and integration mapped to the process it serves
- A change log of how the system has evolved, version-controlled with the diagram
- Integration into our Managed Services workflow — every release updates the map before it goes live
Map your org with us.
Tell us about the process you're trying to make legible. We'll come back with a scoped plan for the first version of the map.