Swantide's AI Assistant can turn your Salesforce configuration, or any process or solution design you're working through, into a visual diagram. It writes Mermaid code (a simple text-based diagramming format), which you paste into a free editor to render, edit, and export the picture. Because Swantide reads your org's actual metadata, the diagram reflects your real configuration, not a generic example.
When to use this
Map how a Flow, automation, or object is structured before you make changes.
Sketch a solution design and share it with stakeholders.
Document a business process as a flowchart for a technical design document or presentation.
Visualize how objects relate to each other (an entity-relationship diagram).
Onboard a new team member and explain complex logic quickly.
How it works
Ask the Assistant for a Mermaid diagram. Describe what you want to visualize, whether that is something in your org, a process, or part of a solution design, and name the specific components (a Flow, an object, the fields involved) for the most accurate result.
The Assistant returns the Mermaid code as a code block in its response (you'll see something like
graph TDorflowchartat the top), often with a short summary of the components it included.Render it in a Mermaid editor (next sections) to turn the code into a picture.
Sample AI Assistant prompts
"Generate a Mermaid diagram for the flow Lead_Assignment_and_Routing. Include all decision elements, record lookups, assignments, and subflows. Use clear labels for each node."
"Create a Mermaid flowchart of our Lead-to-Opportunity conversion process, including the key automations that fire at each step."
"Generate a Mermaid entity-relationship diagram showing how the Opportunity object relates to Account, Contact, and our custom objects."
"I'm designing a new approval process for high-value deals. Draw a Mermaid flowchart of the approval steps and decision points so I can review it with my team."
"Generate two Mermaid diagrams for the flow Case_Escalation_Process: a high-level version for stakeholders and a detailed version for developers."
Using the output
Swantide returns the Mermaid code as a copyable code block. Use the copy button on the block to grab the whole definition. The Assistant returns the code, not a rendered picture, which is what the editor in the next step is for. The syntax looks like this:
graph TD
A[Record Created] --> B{Is Lead Source Web?}
B -->|Yes| C[Assign to Web Queue]
B -->|No| D{Is Lead Source Partner?}
D -->|Yes| E[Assign to Partner Queue]
D -->|No| F[Assign to General Queue]
Importing into Lucidchart
Copy the Mermaid code from Swantide's response.
In Lucidchart, go to File → Import Data → Mermaid.
Paste the code and click Import.
Adjust layout and styling as needed.
Lucid's full guide: Diagram as code with Mermaid in Lucidchart.
Other Mermaid viewers
Mermaid Live Editor: mermaid.live/edit: paste the code on the left and the rendered diagram appears instantly on the right; export as PNG or SVG.
VS Code: install the Mermaid Preview extension.
Confluence: use the Mermaid Diagrams macro.
Miro: use the Mermaid integration to paste directly onto a board.
Tips
Be specific about the components. Naming the exact Flow, object, or fields you want in the diagram produces a more accurate result than a broad "diagram my whole org" request.
Iterate in the same chat. If the first diagram isn't quite right, ask a follow-up: "add the validation rules," "simplify to just the happy path," "group the steps by team," and the Assistant will revise the code.
Ask for different levels of detail: a high-level diagram for stakeholders and a detailed one for developers.
Expect a short wait per prompt. Swantide reads the relevant metadata in depth before drafting the diagram.
Start a new thread for each new diagram to avoid context carrying over from a previous one.
A note on completeness
A diagram is a strong starting point for understanding and communication. When you need an exhaustive, guaranteed-complete inventory of a component's references, the Data Dictionary remains the source of truth, so use it alongside the diagram when completeness matters.