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Universal Process Notation (UPN) template request

Related products:Other
  • May 24, 2022
  • 20 replies
  • 1403 views

This is a method of business process diagraming recommended by Salesforce. It has the advantage of greater depth of information but with fewer elements vs a typical swim lane diagram, for example. 

 

Here is an article from a blog about it: 

https://www.salesforceben.com/introduction-to-universal-process-notation-upn-for-salesforce-processes-mapping/

Here is some intro training from Salesforce about it: 
https://trailhead.salesforce.com/content/learn/modules/business-process-mapping/understand-universal-process-notation

20 replies

This is a great notation for a certain level of process mapping. An easy to use template will go a long way!


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  • Beginner
  • April 15, 2023

Having a UPN template … well, and also the ability to “drill down” would be amazing on Miro!


Ludid has it - and with Oct. 6, 2023, Salesforce is enforcing the use of it in its Architect Evaluation and Architect Review Board portions of the CTA credential.

Would be a smart move to have it in Miro as well.


  • New Here
  • January 27, 2024

Definitely add to the desire for this. I have switched from Lucid to Miro, but I need to have a Lucid account open for this purpose. Salesforce has standardized on UPN. 


Paul Cohen
  • Beginner
  • March 22, 2024

A UPN template, yes please.


Thanks so much for taking the time to comment and share feedback about this feature. Our team is reviewing this idea and will follow up if there are any updates we can share. Thank you for your patience and commitment to making Miro be better!

Miro Community Team


Paul Cohen
  • Beginner
  • April 12, 2024

Thanks so much for taking the time to comment and share feedback about this feature. Our team is reviewing this idea and will follow up if there are any updates we can share. Thank you for your patience and commitment to making Miro be better!

Miro Community Team

KISS! Keep it simple and sweet!


Paul Cohen
  • Beginner
  • May 3, 2024

Ping @Miro Community Team ! Any update on on the status of the review?


@Miro Community Team , any updates here? I desperately need this for my Salesforce Architecture work.


ElvaMiro
Mironeer
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  • Mironeer
  • July 17, 2024

Hi @Paul Cohen and @Ethan Hartter 

 

Thanks for following up! We don’t publish timelines but I can point you to our changelog [ https://miro.com/changelog/ ] where you can follow for weekly updates on new features and improvements. 


  • New Here
  • September 2, 2024

Highly recommended by CTAs of Salesforce. 
Lucid and elements already have this notation templates. Hope Miro will add it on time.


Adding my voice to this, I have made a template for my team internally but it’s hardly ideal and painful moving from tools that support this natively.  


Chris Roberts

Looking forward to a solid Miro UPN template.


  • New Here
  • November 10, 2024

1 year later, and…  where UPN template, miro?

please!!


Eca
Mironeer
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  • Mironeer
  • November 10, 2024

Hi everyone,

 

Thanks for contributing to the discussion! Our team is keeping an eye out for any updates related to this request. While we don't have news just yet, we encourage you to regularly check the Miro changelog for the latest features and improvements.



As soon as there's an update on this request, we'll be sure to announce it here or update this thread.

Thanks for your input and for helping improve Miro!


david.greenwood
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Hi @Eca What does this mean “Our team is keeping an eye out for any updates related to this request”?


  • New Here
  • January 7, 2025

I believe UPN is a style of diagramming with high speed to value. Instead of learning shapes, people can naturally start to just drop actions on to a board, and to connect one action to the next. Having Miro support this natively would plug a hole—one that other vendors might use as a wedge to get their foot in the door.


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  • Beginner
  • May 8, 2025

Hi Miro Team, UPN template would be really helpful to depict the clear picture of “Who needs to do what, when, why, and how?” [Ref. Salesforce trailhead]. Appreciate if the team could take a lead on this. Thanks!


Hi Miro Team, 

Please prioritize this. The 100s of thousands of Salesforce professional around the world are all being encouraged to use UPN when creating process diagrams. The fact that you don’t have a template for this is quite frustrating.