Once you've imported the file, you can drag and drop any entities onto the canvas. In Lucidchart, simply open the “Entity Relationship” shape library and select "Import". You'll then be given a PostgreSQL file you can import into Lucidchart.
To use this tool, simply log in with you Salesforce credentials to grant permission to SchemaPuker, and select the fields and relationships you'd like to visualize. Using the Salesforce Metadata API, Michael built an application called SchemaPuker” to import and visualize your Salesforce schema in Lucidchart. Thanks to Salesforce consultant extraordinaire, Michael Wheeler, that's all changed. While ERDs are helpful in understanding data flow and database structure, they can be painful to build and maintain. If you design, build, or maintain databases, you're all too familiar with ERDs. Then, you can add other Live Apps-a calendar to track milestones or a task list to track key deliverables-to create a single source of truth for your project. Product managers and engineers can embed user flow diagrams from Lucidchart directly in Quip, and UX designers can work from that information and add mockups to the document.
If you’re a product manager, you’ve likely felt the stress of coordinating the efforts of engineers, UX designers, leadership, and other key stakeholders. By updating these documents and diagrams in real time, teams can sync and close bigger deals faster. Using the Lucidchart Live App, sales reps can easily pull these visuals into a document with other essential information, including Salesforce records and next steps. In Lucidchart, sales reps can outline account strategies and build influence maps to see which individuals they should target.Īdditionally, Lucidchart is excited to announce a new, upcoming integration with Salesforce that will allow sales reps to automatically import Salesforce contacts into Lucidchart and create influence maps and account maps. Sales teams need a quick and clear way to communicate account status, not only because reps often work together to navigate through complex accounts, but because leadership needs to accurately predict pipeline.