Change Management

Keeping Salesforce up to date doesn’t have to be difficult
Focus more on strategic work and less on admin work
"I honestly don’t know what we would do without [Swantide]. The product, the team; you’ve been instrumental in our ability to scale sales operations.”
Kyle Markfield
Sales Operations @ Skyflow
Clear Documentation
Salesforce processes shouldn’t live in your admin’s head
  • Automatically list all different Salesforce components that make up a business process
  • Help Center Articles and Videos for every process configured through Swantide library
  • Quickly tag components associated with custom processes
Update Processes Quickly
Easily re-deploy workflows as changes are required
  • Re-deploy workflows as process definitions change
  • Update all reports included in a dashboard with one click
  • Easily add a new pick list value and automatically update all the associated validation rules and flows
Coming Soon: Visibility & Relationship Management
Understand downstream impacts of your changes
  • Metadata Catalogue to view where custom fields are used across your tech stack
  • Proactive Alerts on how changes impact your business processes
  • Process maps and auto-generated documentation

Keep Salesforce Running

Trust that your workflows aren’t outdated. Every change to a sales or business process requires a change in Salesforce. Swantide helps you stay on top of these changes so that your CRM works as designed.

Preserve Continuity

How your Salesforce works shouldn't live in anyone's head. Ensure Salesforce is properly documented so that changes can be made, even if your admin leaves or is out of office.

A Single Source of Truth

Swantide provides a consolidated place to view the business processes in Salesforce, with links to the specific components that make up each process.

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