Process Flow As Is To Be

Q: What is a Claude Code skill and how does the Process Flow As Is To Be skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Process Flow As Is To Be is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at https://claudskills.com/learn/what-is-skill-md/.

Category: Sales · Sub-category: sales-misc · Last updated: 2026-05-21

tool:salesforce type: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).

Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Process Flow As Is To Be includes pricing or quota commentary; at least one code block. At roughly 3,088 words the SKILL.md is on the longer end of the catalog distribution.

Original author: Pranav Nagrecha
Indexed lastmod: 2026-05-21
Catalog position: Sales · sales-misc
Indexed related skills: 10

How Process Flow As Is To Be fits the catalog

Process Flow As Is To Be sits in the Sales category under the sales-misc sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

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 146,000+ 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.

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

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.

See pricing → Download desktop app

Frequently asked questions

How do I install the Process Flow As Is To Be Claude Code skill?

Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/process-flow-as-is-to-be/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.

What does the Process Flow As Is To Be skill do?

Is this skill free to install?

Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.

When should I use the Process Flow As Is To Be skill?

Use Process Flow As Is To Be when your Claude Code task falls under the Sales category — specifically in the sales misc area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Process Flow As Is To Be" or describe the task and let Claude pick). Browse related skills at /category/sales/.

What is a Claude Code skill and how does the Process Flow As Is To Be skill fit in?

A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Process Flow As Is To Be is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the Sales category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Author: Pranav Nagrecha

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA

Pranav Nagrecha. (2026). Process Flow As Is To Be [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/process-flow-as-is-to-be/

BibTeX

@misc{process-flow-as-is-to-be-2026,
  author    = {Pranav Nagrecha},
  title     = {Process Flow As Is To Be [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/process-flow-as-is-to-be/}
}

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Security scan

Grade A · scanned 2026-07-06 — free static scan against the OWASP Agentic Skills Top 10.

No risk patterns were found in any of the ten OWASP-aligned categories. How grading works ›

✓ Prompt injection
✓ Data exfiltration
✓ Supply chain
✓ Reverse shell
✓ Credentials
✓ Execution
✓ Filesystem
✓ Persistence
✓ Obfuscation
✓ Network

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[![Security: A](https://img.shields.io/badge/Security-A-2e7d32)](https://claudskills.com/skills/process-flow-as-is-to-be/#security)

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Browse all Sales skills → Top 100 skills

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