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Webinar: Design and Streamline Your Workflow with HomeKeeper (October 2025)

Written by Kathrina St. Flavin

Updated at October 15th, 2025

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Table of Contents

View Training Slides Resources

In this workshop, attendees learned how to outline workflow processes for common tasks and job functions, identify pain points, and explore tools to streamline them using HomeKeeper and Salesforce! 

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View Training Slides 

Resources

Submit a HomeKeeper Support Ticket

Miro Practice Boards Continue to map your workflow using the Miro Practice Boards we used during training. 

HomeKeeper Resources

  • Edit a page layout
  • Intro to list views 

Learn more about Workflow Mapping (Articles Referenced in Training)

  • Elements Cloud / UAT 
  • Process Mapping Symbols
  • 5 Tips for Painless Workflow Process Mapping
  • Complete Workflow Mapping Toolkit: Tips, Methods, and Examples
  • How process mapping will help your business succeed 
efficient workflow organizational design

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