Salesforce Process Visualizer

Have you ever heard about Process Visualizer? No? However, it exists.

It is used for visualizing approval processes, required Flash installed on browser and can be invoked from View Diagram button on approval process.Process Visualizer

Knowledge articles:

Process Visualizer Overview

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
You can use the Process Visualizer to:

  • Display a flowchart of each saved approval process.
  • Improve communication about the approval process and gain buy-in from step owners.
  • Reinforce your company’s policies by documenting the decisions you reached when the approval process was designed.
  • Print an annotated version of the approval process, where numbers added to the diagram correspond to details in a table, which is included in the printable view.
  • Share approval process diagrams by saving annotated versions as PDF files (requires an Adobe® PDF print driver).
  • Help you quickly locate key details by searching multi-step or complex diagrams for matching text.
  • Help you visualize and understand graphically:
    • The steps necessary for a record to be approved.
    • The designated approvers for each step.
    • The criteria used to trigger the approval process.
    • The specific actions to take when a record is approved, rejected, recalled, or first submitted for approval.

Launching the Process Visualizer

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permission Needed
To view approval steps: “View Setup and Configuration”
Before you can use the Process Visualizer, you must:

  • Enable or download the Adobe Flash Player plugin, version 9.0.115 or later, in your browser
  • Have at least one approval process defined in your organization
After completing the prerequisites:

  1. From Setup, click Create | Workflow & Approvals | Approval Processes.
  2. Click the name of the approval process you want to view.
  3. On the detail page for the approval process, click View Diagram.

Each approval process diagram is for viewing purposes only. You cannot update an approval process from the Process Visualizer. After saving your changes to the approval process, click View Diagram to view the updates or, if the Process Visualizer window is still open, click Refresh.

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