Reopening will be a journey
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The best run Orgs run Elements

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What every Org needs — a
metadata dictionary

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Elements: Metadata Dictionary, Org Analysis, Process Maps and In-App Help

Increase adoption. Increase agility. Increase trust.

Elements is the only integrated platform that enables you to get change adopted, at pace, with confidence.

Business agility requires an agile implementation lifecycle

To accelerate the lifecycle you need to eliminate the friction and improve collaboration at every phase.

Elements.cloud coordinates the development and reuse of all documentation around the lifecycle and provides critical metadata impact assessments to accelerate decision making.

Elements.cloud ensures your Org improves with age – like a fine wine or classic sports car

Requirements & User Stories

Capture and manage all your requirements and users stories in one place with a managed lifecycle from “raised” to “implemented”.

Add supporting information and collaborate on requirements, link to process and Salesforce config items. Sync user stories with Jira.

Org Impact Analysis

Make changes faster with confidence with powerful Org Impact Analysis. Production and Sandboxes metadata sync’d and analyzed every night.

Field %filled, Field WhereUsed, Field Impact, Dependency Trees. All delivered inside Salesforce Setup, Record Pages and Copado.

In-app Feedback and Help

Extend the Salesforce help icon for objects and fields to add In-app feedback, help and ratings.  Respond in seconds and drive up user adoption and data quality.

Help articles can be rich text documents, URL links to external content (procedures, training , videos, apps) and process diagrams.

Process Mapping

Develop simple, yet powerful hierarchical process maps. Connect, engage and communicate with your business users.

Develop a “single source of truth” that is more than project documentation, but is a platform for continuous improvement.

Org Documentation

Automated Org documentation generated based on your metadata. Add documents, links to external content, process diagrams and requirements.

We know it is hard, so we make it easy: use our web app, Salesforce Setup or Record Pages or our iOS app.

Data Privacy & Governance

Satisfy GDPR and other data privacy regimes by tracking privacy permissions and policies for leads, contacts and person accounts. Preference center provides single customer portal for sales, support and marketing outbound campaigns.

Corporate Management

Enables Single Sign On (Salesforce and SAML). Provides centralized user control, management and user policies. Apply content collaboration rules. Attachments and images are scanned for viruses.

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Requirements & User Stories

Capture, triage and prioritize all your user generated requirements in one place with a managed lifecycle from “raised” to “implemented”. Add supporting information (notes, links, images) and collaborate on requirements. Link existing or create new user requirements in live process mapping workshops.

Develop user stories and supporting information (notes, links, images) and collaborate on requirements. Link user stories to process diagrams to give business context for developers.

Sync user stories with JIRA projects.

Process Mapping

Deceptively simple. Hugely powerful. Proven in every industry. Connect, engage and communicate with your business users, developers, executives and regulators.

Develop a “single source of truth” that is more than project documentation. It is the operations manual delivered as end user training. It is a platform for continuous improvement.

Confidently build version controlled hierarchical process maps in live workshops. Link any activity to supporting information (resources, documents, training materials, video, apps, webpages and Org metadata). Deliver live diagrams inside Salesforce, cloud apps and webpages, protected by a sophisticated security model.

LEARN MORE…

 

Org Impact Analysis

Make changes faster with confidence with powerful Org Impact Analysis. Connect with Production and Sandbox Orgs to sync and analyze all metadata nightly.

The Org Analysis includes Field Impact, Field %Filled/Populated, Field WhereUsed and Dependency Trees which are multi-level WhereUsed for a range of metadata types.

Org Analysis can be viewed in the Elements web app or inside Salesforce Setup, Record Pages and Copado in a right panel using the Chrome Extension.

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Org Documentation

The Org analysis creates automated documentation from your metadata information. This includes details such as date created and updated. The detailed analysis adds Field Impact, Field %Filled/Populated and Field WhereUsed.

Document Org config with rich text documents, links to external content via URL links, process diagrams and requirements.

We know it is hard, so we make it easy: create and view documentation using our web app, inside Salesforce Setup, Record Pages, Copado or our iOS app using the Chrome Extension.

LEARN MORE…

In-App Feedback and Help

Extend the Salesforce help icon for objects and fields to add In-app feedback, help and ratings.  Respond in seconds and drive up user adoption and data quality.

Help articles can be rich text documents, URL links to external content (procedures, training , videos, apps) and process diagrams.

Org Analysis can be viewed in the Elements web app or inside Salesforce Setup, Record Pages and Copado in a right panel using the Chrome Extension.

LEARN MORE…

Data Privacy

Satisfy GDPR and other data privacy regimes by tracking privacy permissions and policies for leads, contacts and person accounts. Integrate with any marketing automation solution and manage lists based on permissions/consents.

Branded and internationalized preference center provides single customer portal for sales, support and marketing outbound campaigns. Customers can subscribe/unsubscribe & update permissions/consents on the web and mobile devices.

LEARN MORE…

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Elements users

Processes mapped

Metadata items analyzed

REVIEWS

Just a few reviews from the AppExchang e

  • ★ ★ ★ ★ ★

    MUST HAVE for EVERY consultant! As a consultant, I have used many different tools to capture and manage requirements. Elements by far is the easiest yet comprehensive tool I have used to manage this process, and I recommend it to everyone I can! 

    Amy Oplinger, The Crevalle Group
    Amy Oplinger, The Crevalle GroupSENIOR SALESFORCE CONSULTANT, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    Great, affordable solution for behind-the-scenes insights! We are kicking off a big org clean up, and Elements.Cloud has been so critical to seeing behind-the-scenes of what’s being use, how much and where! And, it’s so affordable! We’re looking forward to diving more into the process mapping for documentation after we are able to get the org cleaned up! 

    Joanna Iturbe, University of Colorado
    Joanna Iturbe, University of ColoradoSENIOR BUSINESS ANALYST, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    A constantly evolving and critical app for us. We find Elements an incredibly useful tool for documenting our Salesforce Org and the processes around it. And as soon as we get up to speed on one bit of functionality then another one or two show up. Keep up the good work.

    Iain Henderson, Aegon Asset Management
    Iain Henderson, Aegon Asset ManagementCRM,DATA & ANALYTICS MANAGER
  • ★ ★ ★ ★ ★

    Vital tool for enterprise organizations. We have a large, enterprise organization (30,000+ users) with multiple admins and development groups managing different parts of the environment. We have been using Elements.Cloud to organize and document the system and I highly recommend it. There are no apps out there that even come close to it’s functionalities – give it a shot!

    Kelsey Shannon, Honeywell
    Kelsey Shannon, HoneywellCRM SYSTEMS DEVELOPMENT MANAGER
  • ★ ★ ★ ★ ★

    Indispensable. I recently came across Elements.cloud looking for a quick way to map out business processes. It worked great, but there was so much more available that I was able to roll out quickly. I was able to embed the processes in my Salesforce user interface (for training), and reference specific areas of my Salesforce org within the process (ex: fields, users) Catalyst allowed me to very quickly get a full picture of what was happening in our org, allowing me to safely remove redundancies. 
Now with the Chrome extension, I can combine the two platforms into my Salesforce user interface. The setup menu will never be the same…Very cool tool.

    Sandy Hunter, Oxfam
    Sandy Hunter, OxfamINFORMATION SYSTEMS & ANALYTICS SPECIALIST
  • ★ ★ ★ ★ ★

    Using this tool, any org’s ‘what’ and ‘how’ can be documented. All you have to do is add the ‘why’! Then, as your org evolves, all you have to do is update it! Easy peasy!

    Amber Boaz, Rapid7
    Amber Boaz, Rapid7CRM PLATFORM OWNER, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    Use it on Every Project.I use this tool for every project – during requirements gathering, designing solutions, working through complex object models, and even mapping out ideas live on calls with clients. Simply put, its one of the go-to’s in my toolbox that is fast, lightweight, and easy-to-use. I highly recommend it for doing multi-level mapping of your business processes, documenting processes in your SF org, and much more.

    Tom Hoffman, Spark.Orange
    Tom Hoffman, Spark.OrangeSALESFORCE PRACTICE LEAD
  • ★ ★ ★ ★ ★

    One of the best tools for Process Documentation. Elements Cloud (and the Salesforce connector listed here) is one of the best process documentation tools I’ve used. For most organizations, understanding business processes, automations, workflows and configurations are always a challenge and the ability to scan and leverage the Salesforce metadata in mapping out processes is key to making documentation that’s easy to keep up to date on a product that just keeps including new features and innovation with every release.

    Mark Adcock, Appirio
    Mark Adcock, AppirioSENIOR CONSULTANT
  • ★ ★ ★ ★ ★

    Fantastic app with excellent support Elements is, in my opinion, the best app we have installed to date. It’s intuitive to use and allows us to push process maps and guidance about Salesforce out to users within Salesforce, so they do not need to toggle between SF and the intranet or manuals. On rare occasions where we’ve had questions or suggestions, the development team has responded almost instantly in a friendly, considerate and engaging manner.
 We used the free version for the first five months which perfectly met a lot of our needs but have recently upgraded to the Pro version after a successful trial – giving us the ability to instantly analyze our Salesforce configuration and usage. The visibility and reporting this provides has been far superior to other products we looked into for this purpose.

    Andrew Strachan, Nesta
    Andrew Strachan, NestaHEAD OF BUSINESS PROCESS

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