{"id":3770,"date":"2023-03-21T14:35:28","date_gmt":"2023-03-21T14:35:28","guid":{"rendered":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/?p=3770"},"modified":"2023-03-21T14:35:29","modified_gmt":"2023-03-21T14:35:29","slug":"cotswolds-salesforce-community-group-flow-documentation","status":"publish","type":"post","link":"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/","title":{"rendered":"Cotswolds Salesforce Community Group: Flow Documentation"},"content":{"rendered":"\n<p>Coacto and Routine Automation were pleased to support the Cotswolds Salesforce Community Group in person on Thursday 2nd March at The Workplace in Cheltenham. The first event of 2023 was a huge success, with many members attending both in person and online to hear valuable speakers like Mark Jones.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"iframe-video\"><iframe loading=\"lazy\" title=\"Cotswolds Salesforce Community Group | March 2023\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/nrmqM2CfsGE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p>Our next speaker blog takeaway is Mark Jones engaging session, which provides us tips on how to create an epic flow documentation (see below):<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Mark Jones, Time Technology<\/h3>\n\n\n\n<p>Mark Jones gave us a few helpful tips for creating documentation for your Flows that is valuable to you and your users, as well as suggestions for what we can do in the Salesforce platform to help us with your documentation efforts.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Flow Documentation<\/h3>\n\n\n\n<p>Mark Jones suggested that Flow Documentation can be hard at times, but we can make it easy by using this useful tips:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Don\u2019t over-complicate things.<\/li>\n\n\n\n<li>Snapshot your canvas and elements.<\/li>\n\n\n\n<li>Keep your descriptions clear and concise.<\/li>\n\n\n\n<li>Keep your labels short and descriptive.<\/li>\n\n\n\n<li>Pick a naming convention and be consistent.<\/li>\n\n\n\n<li>Keep in mind specific items relating to the Flow types.<\/li>\n\n\n\n<li>Be mindful and document any potential impact.<\/li>\n\n\n\n<li>Make a note of your Flow version.<\/li>\n\n\n\n<li>Note why automation is needed and what problem it solves.<\/li>\n<\/ul>\n\n\n\n<p><strong>Have a look at our summary video of the session that Mark delivered:<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"iframe-video\"><iframe loading=\"lazy\" title=\"Tips On Flow Documentation by Mark Jones\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/GwsNtizOjSw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Coacto and Routine Automation were pleased to support the Cotswolds Salesforce Community Group in person on Thursday 2nd March at The Workplace in Cheltenham. The first event of 2023 was a huge success, with many members attending both in person and online to hear valuable speakers like Mark Jones. Our next speaker blog takeaway is Mark Jones engaging session, which provides us tips on how [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3773,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[13,20,11],"class_list":["post-3770","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-coacto","tag-cotswolds-user-group","tag-salesforce"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Cotswolds Salesforce Community Group: Flow Documentation - Coacto Consultants<\/title>\n<meta name=\"description\" content=\"Mark Jones gave us a few helpful tips for creating documentation for your Flows that is valuable to you and your users, as well as suggestions for what we can do in the Salesforce platform to help us with your documentation efforts.\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cotswolds Salesforce Community Group: Flow Documentation - Coacto Consultants\" \/>\n<meta property=\"og:description\" content=\"Mark Jones gave us a few helpful tips for creating documentation for your Flows that is valuable to you and your users, as well as suggestions for what we can do in the Salesforce platform to help us with your documentation efforts.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/\" \/>\n<meta property=\"og:site_name\" content=\"Coacto Consultants\" \/>\n<meta property=\"article:published_time\" content=\"2023-03-21T14:35:28+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-03-21T14:35:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/wp-content\/uploads\/2023\/03\/CSCG-MARCH-Flow-Documentation.png\" \/>\n\t<meta property=\"og:image:width\" content=\"940\" \/>\n\t<meta property=\"og:image:height\" content=\"788\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Paul Harris\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Paul Harris\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/\"},\"author\":{\"name\":\"Paul Harris\",\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/#\/schema\/person\/bdcc18fee204ba3815045cbb826adb41\"},\"headline\":\"Cotswolds Salesforce Community Group: Flow Documentation\",\"datePublished\":\"2023-03-21T14:35:28+00:00\",\"dateModified\":\"2023-03-21T14:35:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/\"},\"wordCount\":232,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/#organization\"},\"keywords\":[\"Coacto\",\"Cotswolds User Group\",\"Salesforce\"],\"articleSection\":[\"Blog\"],\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/\",\"url\":\"https:\/\/www.coacto.co.uk\/pre-prod-sandbox\/cotswolds-salesforce-community-group-flow-documentation\/\",\"name\":\"Cotswolds Salesforce Community Group: Flow Documentation - 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