FREE

    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
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    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 barLightning pages, Classic VF pages or Confluence wiki pages.

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    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.

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    Free webinar

    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.

    REGISTER: US Dec 4th 11am PDT

    REGISTER: Europe 10am CET

    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

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    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?

    It is explained in this Support article

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    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

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    Trails, trails, trails

    We have developed 2 different trails. All in the Trailhead style; easy to read, hands on, quick quizzes. Happy trailing!!

    Catalyst for Salesforce Admins

    Catalyst for Salesforce Consultants

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    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.

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    Power of Reporting

    Everything in Elements can be reported on. Reports can be sorted, filtered, grouped and exported XLS

    READ THE SUPPORT ARTICLE

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    OCD alert!

    You want all your activity boxes on a diagram to be lined up. In a single click. We hear you.

    Here is the support article

     

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    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.

    Support article

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    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

    Support article

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    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.

    Support article

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    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

    Support article

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    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.

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    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!!

    Support article

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    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.

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    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

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    Requirements workflow

    Customize the requirements capture and sign-off workflow. And add new fields.

    Support article

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    Smart Sticky Notes

    Did you know that you can take the text in a sticky note and send to child?

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    Straighten lines

    Make lines straight in a single (right mouse) click.

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    Process swimlanes

    We do not hate them. They exist in Elements. But we do think there is a better way.

    Support article

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    Tracking integrations in Salesforce

    How do you know if a field is used in an integration or in Einstein? Use a data table to track it and then report across the Org Model.

    Support article

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    DF19 planning

    It is just 331 days to Dreamforce. Booked your hotel? What else should you be doing? Get the free ebook Insiders Guide to Dreamforce to plan your trip.

    DOWNLOAD the ebook

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    Landing pages

    Use your process diagrams to drive up user adoption. Use text and images, not just process boxes. Get creative. Embed them inside Salesforce: Day 1 freebie.

    Check out the Support article

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    Elements INSIDE Salesforce Setup

    All the cool features of the Org Model right panel inside Setup. Not live yet, but it will be in January.