「as-is-to-be」の検索結果

Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams — one lane per actor, explicit decision points, parallel and exception/sad paths, and per-step automation-tier annotations that drive downstream build decisions. Trigger keywords: As-Is To-Be salesforce process, swim lane salesforce, business process map, automation candidate identification, sad path documentation, process actor mapping, manual residue. NOT for Opportunity stage and exit-criteria design — use admin/sales-process-mapping. NOT for picking Flow vs Apex for one requirement — use admin/process-automation-selection.

日本語の概要は準備中です。原文の説明を表示しています。

Eliciting and documenting a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and stage transition rules. Trigger keywords: sales process design, stage discovery, entry criteria, exit criteria, stage gate, win/loss categorisation, sales methodology, pipeline stages, opportunity stage mapping, stage ladder, probability ladder, forecast category mapping, required fields per stage, stage swim lane, discovery workshop, handoff brief. NOT for configuring OpportunityStage, Sales Processes or Path in Setup — use admin/opportunity-management. NOT for cross-functional swim-lane maps — use admin/process-flow-as-is-to-be.

日本語の概要は準備中です。原文の説明を表示しています。

Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured mobile/desktop posture, and journeys walk each task end-to-end with friction tags that drive UX decisions. NOT for stakeholder authority / RACI (use admin/stakeholder-raci-for-sf-projects), NOT for system-side process flows (use admin/process-flow-as-is-to-be), NOT for Lightning page design itself (use admin/lightning-app-builder-advanced or the lightning-record-page-auditor agent), NOT for pure design / UX research disconnected from org artifacts.

日本語の概要は準備中です。原文の説明を表示しています。