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ClaudSkills / Sales / sales-misc

Process Flow As Is To Be

Category: Sales  ·  Sub-category: sales-misc  ·  Last updated:
tool:salesforcetype:integration
Documenting As-Is and To-Be business processes for a Salesforce project as swim-lane diagrams with one lane per actor (user, system, integration, customer), explicit decision points, parallel paths, exception/sad-path handling, and per-step automation-tier annotations (Flow / Apex / Approval / Platform Event / Manual / Integration) that drive downstream build decisions. Use when discovery has named a business process and the team needs a structured map before any Flow, Apex, or Approval Process is built. 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 Sales-specific stage design (use sales-process-mapping). NOT for fundraising stewardship process mapping (use fundraising-process-mapping). NOT for FSL appointment scheduling flows (use fsl-scheduling-policies). NOT for actually building the Flow (use skills/flow/* and agents/flow-builder/AGENT.md). NOT for pure UI-side user journeys (use persona-and-journey-mapping-sf).

From the source SKILL.md

This skill activates when a practitioner needs to produce an As-Is and To-Be business process map as the structured input to a Salesforce build. The output is a swim-lane diagram (one lane per actor, not per system or per phase), a decision-tree-anchored automation candidate list, an explicit manual residue list, and a machine-readable handoff JSON consumed by /build-flow, /build-agentforce-action, /design-object, and the automation-selection.md decision tree.

What this skill does

Process Flow As Is To Be is a community-contributed Claude Code skill in the sales-misc sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/process-flow-as-is-to-be/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when discovery has named a business process and the team needs a structured map before any Flow, Apex, or Approval Process is built. 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.

Who uses this skill

The Process Flow As Is To Be Claude Code skill is built for sales development reps, account executives, revenue operations teams, and customer success managers. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 69,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/process-flow-as-is-to-be
curl -L https://claudskills.com/skills/process-flow-as-is-to-be/SKILL.md \
  -o ~/.claude/skills/process-flow-as-is-to-be/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/process-flow-as-is-to-be/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/process-flow-as-is-to-be/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\process-flow-as-is-to-be\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Attribution & license

More Sales skills

Browse all Sales skills in the ClaudSkills registry, or explore these other picks from the same category:

Browse all Sales skills → Top 100 skills
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