Creating the Flowchart

Keep in mind that a system flowchart should attempt to communicate anything process-oriented. We are not going to worry about descriptions of fields, workflow rules, or functions. This will be saved for our Final System Plan.

What IS important to communicate is WHERE they will get triggered or become relevant. More often than not, your flowchart will be built around the journey of a record through a blueprint or process (think: customer lifecycle). Your flowchart should have a record entry point and exit point.

We recommend Lucidchart! You can create a free account if you don’t already have one.

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