Everyone likes free gifts, and the holiday period is a time for giving. One day at a time
Each day of December another door of our festive advent calendar can be opened to reveal a gift; features you’ve never discovered, training videos, ebooks and maybe even a free mobile app.
Giving gifts feels better than receiving them – so share this with others elements.cloud/free
Drive up user adoption
Need training material for new team members? Want simple reminders on how to do certain tasks in Salesforce? Want to help your users improve data quality? ALL. FOR. FREE.
Embed training material inside Salesforce or Confluence. Our support topics help you build training content and embed them into a Salesforce Utility bar, Lightning pages, Classic VF pages or Confluence wiki pages.
14 days of free Org Analytics
Need to see if it’s right for you, trying to build a business case, or simply want a freebie, sneak peek at your Org? Our free 14-day trial gives you the complete experience. Scroll down to watch the 90 sec video.
Get a free ticket to our “Chaos to Control” webinar. Learn about the 3 words that will supercharge your Admin skills and delight your users – How, What and Why. Scroll down to register.
When you sign up, you also get a recording of the video, the deck and our new eBook that’ll be coming out just in time for Christmas
Org Model URL
What does that even mean?!!!
Want to reference a node (item) in the Org Model tree via a URL link. For example, to paste into Quip, a wiki or email. Every node has a unique URL, but how do you find it?
Process map tree view
Navigate around your map and get a snapshot of all process diagrams with the tree view. Click on \”toggle map tree” icon in the toolbar. Below is a quick video or here is a support article
Trails, trails, trails
We have developed 2 different trails. All in the Trailhead style; easy to read, hands on, quick quizzes. Happy trailing!!
Partial sync of Org
You have added new stuff to your Org; new fields, validation rule, page layout. You need in the Org Model to add documentation. But a full sync takes too long to wait. Just do a partial sync of an object.
Power of Reporting
Everything in Elements can be reported on. Reports can be sorted, filtered, grouped and exported XLS
You want all your activity boxes on a diagram to be lined up. In a single click. We hear you.
Document every app
You can build an Org Model for other apps using CSV file or manually. Then you can add documentation, create links to process diagrams and collaborate with the team. Not just for Salesforce, but your entire operation.
3 places for images
Did you know that you can use images in 3 different ways? On diagrams with URL links. As the cover of an activity box. Linked to Org Model, process, reqt or user story
Drawing data models
Elements Catalyst is not just process diagrams. Confused by Schema Builder. We hear you. You can build data models and link to the Org Model.
Free process maps
We have mapped out some core processes for you to use as a starting point. Or just to inspire you. Copy them from the Public Spaces; Examples, HEDA and NPSP
Drag and drop resources
Did you know that you can drag resources from one activity box to another and better still Copy/Drag. Such a timesaver.
Auto-renumber process boxes
Mapping workshops get messy. Box numbers get out of whack. Auto-renumber fixes that in a single click. It is PRO but this feature is worth upgrading for!!
Blistering Org Model
You may have a huge Org and the Org Model is loading it ALL into memory. If you focus on an object – make it the Root – you will be staggered by the performance improvement.
Mobile app – iOS
Use Siri and your camera to document your Org. Navigate around your Org and dictate notes and take photos to document it. Find it on the Apple AppStore. Search Elements Catalyst
Customize the requirements capture and sign-off workflow. And add new fields.
Smart Sticky Notes
Did you know that you can take the text in a sticky note and send to child?