Stood Flows - Introduction & Features

Overview

Stood Flows for Salesforce is a visual flow editor that maps and visualizes your Salesforce business processes, automation, and data relationships for Lead, Opportunity, and Case objects. The application creates interactive node-based flow graphs that help you understand and optimize your CRM processes.

The platform provides comprehensive visibility into your Salesforce org's complexity, helping you identify optimization opportunities, reduce costs, and streamline operations.

Key Features

1. Visual Flow Mapping

• Interactive Visual Editor: Drag-and-drop interface with zoom, pan, and overview controls

• Multi-Object Support: Visualize Lead, Opportunity, and Case business processes

• Clear Process Representation: See how your business processes connect to record types and stages

• Easy Navigation: Intuitive controls for exploring complex flow graphs

2. Business Process Visualization

• Business Process Mapping: See how Business Processes connect to Record Types

• Stage/Status Tracking: View all stages within each Business Process

• Relationship Understanding: Understand relationships between Business Processes and Record Types

• Filtering Capabilities: Filter by specific Business Processes or Record Types

• Master Flow Views: See consolidated views of all stages across all business processes

3. Record Type Management

• Complete Record Type View: View all active Record Types for Leads, Opportunities, and Cases

• Data Volume Insights: See how many records exist per Record Type

• No Record Type Tracking: Track records without Record Types separately

• Business Process Association: Understand which Business Process each Record Type uses

• Profile Visibility: See which profiles can access which record types

4. Automation Detection & Analysis

• Record-Triggered Flows:

  • See all active flows that trigger on Lead/Opportunity/Case records

  • View trigger conditions (Status, Stage, Record Type)

  • See what tasks or activities each flow creates

  • Understand when flows run (Before Save, After Save)

  • Identify orphaned flows (flows not linked to any stage/status)

• Apex Triggers:

  • View all active Apex triggers for Leads, Opportunities, and Cases

  • See trigger events (Before Insert, After Update, etc.)

  • Review trigger code

  • Identify automation complexity

• Validation Rules:

  • See validation rules associated with each stage/status

  • Understand field-level validation logic

5. Layout & Profile Management

• Layouts:

  • View page layouts for Leads, Opportunities, and Cases

  • See field configurations

  • Understand which layouts are used for which Record Types

  • Access layout metadata

• ProfileLayouts:

  • See how layouts are assigned to profiles and record types

  • Understand profile-layout associations

• Profiles:

  • View profile settings for Record Type visibility

  • See which Record Types each profile can access

  • Identify default Record Types per profile

  • Track user counts per profile

6. Status & Stage Tracking

• Lead Statuses:

  • View all available Lead status values

  • Identify default status

  • See which statuses indicate conversion

  • Track active vs inactive statuses

• Opportunity Stages:

  • View all Opportunity stage values

  • See probability and forecast information

  • Identify closed and won stages

  • Track active stages

• Case Statuses:

  • View all Case status values

  • See closed status indicators

  • Track status progression

7. Customer Journey Mapping

• Journey Step Tracking:

  • Define customer journey steps for each stage/status

  • Capture customer needs, actions, and perceptions

  • Link journey steps to business processes and record types

  • Visualize customer experience through the process

• Journey Field Visibility:

  • Show/hide journey fields based on record type selection

  • Context-aware journey step management

8. Data Refresh & Versioning

• Incremental Refresh: Refresh your data to get the latest information from Salesforce

• Versioned Snapshots: All metadata is stored in versions to minimize API calls

• Progress Tracking: Track progress during refresh operations

• Automatic Re-authentication: Automatic re-authentication when tokens expire

• Efficient Caching: Uses stored versions for display, significantly reducing API usage

9. Lifecycle Analytics

• Transition Analysis:

  • Calculate average time between stage/status transitions

  • Measure variance in transition times

  • Identify bottlenecks in your processes

  • Track sample counts for statistical validity

• User Activity Tracking:

  • See which users are making modifications

  • Track modification frequency by user and profile

  • Understand process ownership

• Record Type Analysis:

  • Analyze lifecycle metrics per record type

  • Compare performance across different business processes

10. Licensing Analysis & Cost Optimization

• License Inventory:

  • View all User Licenses and Permission Set Licenses

  • See total vs used licenses

  • Track license status

• User Activity Analysis:

  • See active users per license type

  • Track users logged in last 30 days

  • Identify inactive licenses

• Cost Analysis:

  • Calculate potential savings from unused licenses

  • Track custom pricing and renewal dates

  • Profile-based budget analysis

• API Usage Tracking:

  • Monitor API request limits

  • Track data and file storage usage

11. Notebooks & Action Plans

• Notebook Creation:

  • Create notebooks attached to flowsets

  • Organize findings and action items

  • Support for multiple notebook types

• Content Types:

  • Titles: Hierarchical headings (H1-H6)

  • Notes: Markdown-formatted notes

  • Todos: Action items with completion tracking

  • Links: External references with descriptions

  • Screenshots: Capture flow graph sections with annotations

• Audit Documentation:

  • Document findings from flow analysis

  • Create action plans for simplification

  • Track implementation progress

12. Custom Object Relationships

• Lookup Fields:

  • See custom objects referenced by Lead/Opportunity/Case lookup fields

  • Understand master-detail relationships

• Related Lists:

  • See custom objects with related lists on Lead/Opportunity/Case pages

  • Track custom object usage in layouts

• Data Model Visualization:

  • Visualize relationships between standard and custom objects

  • Understand data dependencies

13. Secure Multi-Tenant Access

• Organization-Based Access Control:

  • Organization-based security rules

  • Data isolation between organizations

• User Authentication:

  • Secure user authentication

  • OAuth integration with Salesforce

• Read-Only Operations:

  • Currently read-only - no modifications to your Salesforce org

  • Safe for production environments

Use Cases

Process Optimization

• Identify redundant automation

• Find unused record types

• Discover orphaned flows and triggers

• Simplify complex business processes

Cost Reduction

• Identify unused licenses

• Optimize license allocation

• Track API usage

• Reduce storage costs

Compliance & Auditing

• Document current state

• Track changes over time

• Create audit reports

• Plan simplifications

Training & Onboarding

• Visualize business processes

• Understand automation flows

• Learn record type relationships

• Document processes

Next Steps

• Salesforce Setup & Permissions - Configure your Salesforce org

• Metadata Mapping - Understand what data we access

Support

For setup assistance and commercial questions, contact: contact@stoodcrm.com