Elements for Operations Every Salesforce change carries risk—and you’re the one responsible when things go wrong. You’re expected to deliver fast, without breaking anything—while juggling technical debt, business demands, and audit pressure. We get it. And, now you have to consider Agentforce. Elements.cloud gives you the clarity and control to move faster—without the risk. Proven approach to delivering Agentforce Org visibility to make confident decisions Deliver faster whilst staying in control Demonstrate your impact on the business Talk to us Some of the clients we have helped Solutions for high performing operations teams Running Salesforce shouldn’t feel like guesswork. You need to balance speed and stability, while proving your value to the business. You should be able to leverage existing investments for Agentforce, not feel like you are starting from scratch. Elements.cloud gives you the visibility and control to deliver every change with confidence. And an approach to delivering Agentforce with confidence. Deliver reliable agents at pace Get Org Visibility & Reduce Technical Debt Reduce Risk and Provide Governance Streamline Operations & Drive Adoption Deliver reliable agents at pace Business Analyst agent Leverage AI to map out use cases and create process diagrams that detail the Job To Be Done (JTBD). Utilize this to jump-start the development of your agent. Topic design and instructions Collaborate with stakeholders to finalize the design of the agent and the metadata that underpins the actions. Automatically generate the instructions and test phrases to ensure reliability. Audit trail and versioning Quickly evolve your agents with a reliable audit trail of diagram updates and implement governance through version-controlled documentation as you deploy. Agentforce metadata Reduce risk and increase reuse with visibility of the metadata dependencies between core, Agentforce and Data Cloud through the metadata dictionary. Talk to us Get Org Visibility & Reduce Technical Debt Metadata Insights See your Salesforce Org like never before. Visualize fields, dependencies, and usage patterns so you can make informed decisions. Quickly spot redundant fields and simplify your Org. Impact Analysis Know the impact before you make a change. Understand dependencies and reduce the risk of breaking something critical. Reduce deployment delays by using the the impact to plan the deployment strategy. Field & Report Usage Identify what’s being used—and what’s not. Clean up unused fields and streamline reports to reduce technical debt. Eliminate clutter and improve report performance. Talk to us Reduce Risk and Provide Governance User Story Impact Assessment Align every requirement to metadata and processes. Know exactly what’s changing and the potential risk—before deployment. Catch risks early and avoid late-stage rework. Release Documentation Track every change. Maintain a complete history of metadata updates, requirements, and processes to provide a governance framework. Easily prove changes for audits or internal reviews. Ask Your Org About Metadata and Security Stop wading through Setup or reports. Simply ask your Org, using AI, to: understand the risk of making changes, metadata and their dependencies, or your security model of the profiles and permissions. Talk to us Streamline Operations & Drive Adoption Automated Process Mapping Use AI to create accurate process diagrams from Org metadata. Identify gaps, drive consistency, and support training. Reduce time spent drawing flows—focus on fixing issues. Template Library Access pre-built templates for common Salesforce processes. Standardize best practices and accelerate delivery using industry-standard blueprints Align Business and IT Bridge the gap between operations and business teams. Capture requirements, align on processes, and drive adoption. Avoid misalignment—bring business and tech together. Talk to us What happens if you don’t have Elements.cloud What happens without Elements.cloud? Without visibility, every change is a risk. Painful Rework Late-night fixes and firefighting when changes break your Org. System Downtime When Salesforce breaks, everyone looks to you. Audit Failures Scrambling to explain undocumented changes to auditors. Missed Deadlines Surprises that lead to project overruns and frustrated stakeholders. Why the World’s Leading Platform Owners Trust Us Analysis of Flow processes reduced from 8 hours to 10 minutes with Elements.cloud. Elements.cloud is trusted by teams at Bosch, London School of Economics, and other global enterprises. 4.8 out of 5-star rating based on customer reviews. Organizations who are in their element Elements.cloud allows my team to assess risks quickly and make informed decisions. We can evaluate potential impacts of feature requests and implement them with speed and confidence. G2 Elements.cloud was instrumental in helping Bosch accelerate their Salesforce rollout while reducing risk. Nils Heblich-Menke Bosch, Chief Product Owner It is very amazing to me how many profiles and permission sets in Salesforce environments use the View All and Modify All permissions at both the object and system level. Matt Meyers Salesforce Certified Technical Architect (CTA), EZProtect I’m so excited about seeing such a clear process-based overview of what the agent is supposed to do Miriam McCabe Sr Director, Global Delivery Innovation, Salesforce Using Elements is like having a Swiss Army knife for Salesforce. It’s become an integral part of our Salesforce-focused methodologies. Daniel Keith Tenger Ways Frequently asked questions We can’t afford Elements. How do I justify the cost? Contact us and let us work with you and your Salesforce Product Owner to run a Proof of Concept that is tailored to your needs. Do you read our customer data or take it off the platform? No. We only analyze fields to understand if they are populated. We can’t read customer data. We sync your metadata to our databases on AWS so that we can perform the nightly impact and dependency analysis. Is there a free trial of Elements? The Elements Proof of Concept is free and it is using your own Org metadata. Customers often get quick wins during the Proof of Concept. Who are your competitors? Industry analyst, InVisory has just produced a research report evaluating the market. You can download a complimentary copy. Why is Elements better than the free apps available? You will need to use multiple apps for documentation and analysis. And even then you will have a limited view of the metadata and impact analysis. This means you are making decisions with an incomplete picture which is very dangerous. Is Elements the same as the Salesforce Where Used button? No. We provide a far more comprehensive analysis of your metadata. Can I trial Elements? Yes. Talk to us. Does Elements support the Salesforce BA Certification? Yes. Everything that the BA Cert requires can be documented in Elements. Create a free playground so that you can hone your BA skills before you take the exam. If an organization is using Jira, is that a conflict with Elements? Elements has a tight integration/synchronization with Jira. Business analysts can use Elements, and the development teams can use Jira. And both stay in sync. Does Elements mandate any development methodology? No. Whatever business analysis approach you choose to use, Elements can provide the support for all your documentation needs.
