Processity

Automatically document any Salesforce workflow. Create step-by-step guides and analyze your business processes

Stop Manually Documenting Your Business Processes - Start Automatically Discovering How Your Teams Really Use Salesforce Processity offers a powerful Chrome extension that turns any workflow within Salesforce into a detailed, step-by-step guide. It runs quietly in the background, capturing user interactions like clicks, form inputs, and navigation events - giving you unprecedented insight into your team's day-to-day operations. 🚀 Why Install Processity? 📄 Automate Documentation • Save countless hours by eliminating the need for manual screen captures and note-taking • Instantly export any documented workflow to a clean, professional PDF to share with your team 🔒 Secure Your Data • Your privacy is paramount • All captured event data is stored directly within your own Salesforce organization • Your data never leaves your trusted Salesforce environment and is never sent to any third party 📊 Gain Process Insights • Go beyond simple documentation • Analyze how different users complete the same task • Identify bottlenecks and inefficiencies in your workflows • Measure adoption and effectiveness of new custom UI components • Make data-driven decisions to optimize your business processes ⚙️ Easy to Use • Simply start recording • Perform your workflow • Watch as Processity builds a complete visual guide in the real-time side panel 🔧 How It Works Processity follows a secure, storage-centric architecture: • User actions are captured by the extension • Data is saved securely to the browser’s local storage • It’s then synced directly with your Salesforce org This ensures data integrity and privacy, while giving every part of the extension — from background services to the side panel — a single, reliable source of truth. Please note: To store and explore your captured workflows, you must install our core package, Processity, from the AppExchange into your Salesforce org. Install Processity today and unlock the true story of your Salesforce processes. https://www.processity.ai/