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Architecture mapping (Salesforce Diagrams) - Elements containers and flowlines
Architecture mapping (Salesforce Diagrams) - Elements containers and flowlines

Architecture Mapping; How to map; Drawing diagrams; How to draw diagrams; Architecture diagram; Salesforce Diagrams; Well architected

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago


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Drawing containers

To draw your first container, double-click on the canvas or drag and drop the "container" icon from the left panel.

To make a card a parent container, right click the card and select "Make a container".

You will then be able to place other non-container cards within the container, and they will move with the container.

You can right-click and select "Make a normal card" on containers so they return to normal card behaviour.

You can also right-click and select "Placement" to bring a card to the front/back or lock it's level in the canvas.

To create a lower level drilldown on a card, right-click and select Drilldown --> New drilldown. You can also import existing maps, or send the currently selected cards to into the lower level, generating a new parent card.

TIP Hold Ctrl down (cmd on Mac) when you click and drag from a card handle to reverse the direction of the line.

TIP line text does NOT auto-wrap and cannot be sized by dragging. You need to put in (or remove) any returns manually.

TIP You can also see useful edit shortcuts by clicking on the "?" icon in the top toolbar

Drawing flowlines

Roll over an activity box (don’t click), and you'll see blue "x" line handles appear outside the edge of the box. Hover over an "x" so it turns green, and click and drag to draw a line.

From this line you'll be able to complete further actions. You can just click on the canvas to leave a floating line.

To link existing boxes, drag the end of the line into the center of another activity box or to a specific anchor point.

Another way to drag lines out, add boxes, or link boxes, is first to select an existing box, click on the "+", then drag, let go, and select “Add card”.

Click on the line to add text to the center, or you can right click --> Add to line to add start text, end text, or an interaction number.

Adding text to cards

Right-click and select "Add to box" to add attributes and footer text.

Using resources

To add resources, either right-click on the card and select "Add to box" --> "Add resources" or select the resource tab from the right-panel and click "Add resource".

From here you can select multiple resources to display as icons at the footer of the card, or toggle "Header icon" on to select one resource icon to show at the top.

You can also choose the placement of the resources at the bottom of the card, allowing you to design the cards as having resources all in one row, 2 per row or 4 per row. This helps you to follow the Salesforce Architecture diagrams formatting as closely as you wish, making the diagrams well formatted and easy to understand.

Adding documentation

To do this with architecture diagrams, you will first want to have open the Salesforce Org model node or Reference model node that you want to connect. Copy that node reference either by right-clicking on it, or selecting "Copy node" from the Impact analysis tab in the right panel.

Then, in your architecture diagram, find the card you would like to link to the metadata. Right-click the card, open the "Add documentation" context menu, and select "Org model node" (or Ref model node if applicable).

A window will open allowing you to add a description of the reason for the link. Be as descriptive as you can for the benefit of other stakeholders using this diagram. You can also edit the groups this connection is visible to at the bottom.

Once attached, the link will be available in the right panel to view, and accessible from the cloud icon in the top-right corner of the card.

Using the legend

Click the "H" icon in the toolbar (next to the diagram name) to show/hide the legend.

To add items to the legend, right-click the item on the canvas and select "Add to legend". Then add name a description for the item and click "OK" to add it.

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