Diagramming Essentials

Explore Diagramming Best Practices

Explain the value of visual communication. Achieve clarity in your diagram. Identify the best pattern for the message you want to deliver. Explain the importance of contrast.
  • Unlock the Power of Visual Communication
    • Diagrams are the right modality to get your point across in many situations, such as pitching a new process, advocating a specific software package
      • 83% of human comprehension occurs visually
      • Human brain can process images 6000x faster than words
      • Visual aids increase retention from 10% to 65%
    • Text-heavy emails, wordy slide decks, long messages from colleagues - not the best means of collaborating
  • Build Quality Diagrams with Lucidchart
    • Lucidchart partnered with Salesforce to create this Trailhead
    • Like with any critical business communication, you must develop your visuals with intent and quality in mind:
      • Lucid calls out 3 C’s to guide you: Clarity, Consistency, and Contrast
      • If there are members of your team or stakeholders that need to adopt your vision, make sure your diagrams are designed in a way that is intuitive
  • Convey Complex Ideas Clearly
    • Creating diagrams allows you to think visually, but at a certain point you need to clean it up and design it to be presentable
    • Goal should be to diagram it in a way others can understand without you being present to explain it
    • Try to evaluate each diagram from a new viewer’s perspective, considering these questions:
      • Is it specific to the audience?
      • Can the viewer easily understand the purpose?
      • Is it clear where the viewer should look first?
      • Do they know where to go from that starting point?
      • Can they read the text on the page?
      • Are the shapes, lines, colors understandable?
    • If you’re trying to communicate a highly complex idea, you may need to ask these questions several times and tweak your diagram over and over
  • Achieve Consistency
    • Humans are constantly looking for patterns in communication and interpretation
    • Patterns are important because they offer visual clues to an underlying order
    • They allow us to quickly analyze a situation to understand how it works, enabling viewers to quickly assess issues and start asking the right questions

Symmetrical systems = balanced system

Radial systems start in the center and builds as it moves out

Upward spiral translates to grown, downward spiral points to devolving

Redundancy in a grid pattern makes it easy to manage and understand

  • Use Contrast to Call Out an Element
    • Contrast conveys importance between elements and creates interest
    • Contrast can be achieved in many ways, but easiest are through shapes, colors, and text
    • Can involve adding shadows or adjusting the color and boldness of text to ensure your audience reads an important note

  • Visual artifacts like diagrams help stakeholders understand messages faster than just text
  • If you want to convey balance for the system you’re proposing, consider using symmetry in your diagram

Import a Salesforce Diagram Into Lucidchart

Use the Salesforce Reference Architecture Gallery to find useful diagrams. Import diagrams from the Reference Architecture Gallery into Lucidchart. Identify the 3 C’s in a Salesforce reference diagram.
  • Build Diagrams with Speed
    • Lucidchart offers free accounts
    • Blank diagram set up with LucidChart, shown below

  • Explore Lucid’s 3 C’s in the Business Capability Map
    • It’s critical to communicate and collaborate quickly - this is enabled by the “Reference Architecture Gallery provided by Salesforce and Lucidchart
    • That page has a suite of templates that can be quickly imported and adjusted to your needs

  • Consider the 3 C’s in the diagram:
    1. Clarity: Larger size of the title font indicates where the viewer should start
    2. Clarity: Shapes create a cascade effect that draws the eyes downward
    3. Consistency: Notice the clear set of symmetrical columns
    4. Contrast: Simple difference between the bold header and the regular body text indicates difference between higher level ideas and details

  • Here’s how the business capability map shows up in LucidChart:

  • Lucidchart and Salesforce provide prebuilt reference architecture so you don’t have to build diagrams from scratch
  • To help a viewer read a diagram and differentiate between high-level ideas and details, adjust size and boldness and intentionally add shape patterns

Design a Business Capability Map

Customize a Salesforce diagram in Lucidchart with point and click, drag and drop functionality. Distribute a diagram using Lucidchart’s sharing feature.
  • Example of a customized Business Capability Chart shown below
  • Adding product icons and other logos are paid features that cannot be updated when using a free version

  • You do not need to delete a template text box in order to customize text in a Salesforce template diagram
  • To adjust the position of a shape, you can simply drag it to the desired place