Automated process (UPN) diagrams Your Salesforce Org is a complex system of configurations, dependencies, and permissions. Understanding how it truly operates requires endless workshops and manual analysis—until now. With Elements.cloud’s Process Configuration Mining, you can generate a detailed, accurate visual representation of your business processes in minutes—eliminating the guesswork and replacing assumptions with reality. Without a solid process understanding it is impossible to use Agentforce to support processes and deliver competitive advantage. Generate UPN from metadata Uncover inefficiencies and security risks Save weeks of manual effort Book a demo Explore platform Some of the clients we have helped From weeks of guesswork to instant insights Traditional process discovery is slow and inaccurate Teams spend weeks debating how processes work – or should work – relying on memory, assumptions, and incomplete documentation. Your Org’s configuration is the truth How your Org works, and what your users are allowed to do, is hidden in the complexing of metadata, dependencies, and overlapping permissions. Teams often struggle to get a high-level visual representation of these processes, and change decisions are flawed. Delivering Agentforce in inaccurate processes is a gamble Because nobody fully understands how everything works, building Agentforce and configuring Data Cloud without a complete view of operational impact is risky. You are forced to make decisions based on assumptions, increasing the likelihood of unintended consequences. Stop guessing—see how your Org really works For the first time, you can see how your Salesforce Org really operates—without assumptions or manual effort. You may not like the answer, but then you can take action. By analyzing metadata, dependencies, and access, Elements.cloud instantly creates a real-world process view, empowering teams to make data-driven improvements, and mitigate operational and security risks. AI process diagram generation (COMING SOON) Instead of manually mapping process diagrams, Elements.cloud analyzes your Org’s metadata, dependencies, and access rights to instantly generate a detailed process diagram—saving weeks of effort. You can see how all the pages, validations, permissions, flows, apex code, actions, and other features come together like never before. Simple notation Diagrams generated by Elements conform to industry standard Universal Process Notation. It is a standard for Salesforce Business Analysis certification, and it helps communicate complex information and process steps in a simple, readable format. You don’t have to learn any shapes or worry about a legend, the diagrams speak for themselves allowing for easy real-time collaboration between business and technical teams. Connected to your metadata To generate process diagrams, we analyze objects, fields, page layouts, flows, apex classes, quick and global actions, and many, many more elements. We traverse the dependencies between the components and analyze who has access. Once the diagram is generated, all metadata that was processed is linked to corresponding steps in the process. Giving you quick access to inspect and change metadata that define your ways of working, providing seamless integration and time-saving benefits. Why the worlds leading teams trust us 2000 x Process discovery acceleration 11 x Faster work-to-be-done documentation Organizations who are in their element 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 What is ElementsGPT and how does it enhance my Salesforce experience? ElementsGPT is a GPT-powered guide designed to optimize your Salesforce team’s effectiveness. It can help them make better change decisions, faster. Elements combines deep knowledge of your org’s metadata configuration and business process documentation with GPT’s reasoning capabilities. This allows ElementsGPT to offer personalized, contextual recommendations specific to your org and your stakeholders’ needs. How does ElementsGPT user story creation work? ElementsGPT uses GPT to generate accurate user stories directly from business process diagrams. It takes your activity boxes on process diagrams as the context for the GPT prompts. The user stories and acceptance criteria are created for each resource attached to an activity box. The user stories are attached to the related activity box. How does ElementsGPT protect my data? ElementsGPT is currently in closed beta. Upon release, it will not be automatically available for every client. You will need to explicitly ask to have this feature enabled, hence you have the option to opt out if your company policy forbids the use of generative AI. ElementsGPT does not share your Org’s data with external parties. We have no visibility of your Org’s data. We do store an understanding of your Org’s metadata configuration. When you use ElementsGPT we first search for metadata most relevant to the context of your question. The top results are then passed to the GPT engine for analysis. Therefore your Org’s configuration information is never fully exposed. For any metadata component, ElementsGPT is only aware of its name and a short description that captures roughly what a component does and how it works. But no sensitive information (like detailed apex code) is ever passed through to GPT. How does ElementsGPT contribute to best practices compliance? ElementsGPT recommendations consider your Salesforce org configuration alongside the Salesforce’s Well-Architected Framework, a set of industry standards and proven methodologies. This ensures a solid and robust foundation for your org, promoting the efficient use and management of Salesforce. How does ElementsGPT improve efficency within my Salesforce Org? ElementsGPT saves you time on manual documentation of tasks and audits of your Org’s configuration. It also means that any team member, no matter how junior and unfamiliar with your system, can quickly understand what existing features can be re-used, extended, or need to be built to support a business requirement.ts. How does this change how I manage Salesforce? Business Analysts and Admins should focus on documenting the business processes in Salesforce-endorsed UPN process maps, and document the Salesforce metadata items that support those processes. That will improve the quality of the user stories and recommendations that ElementsGPT makes. Can i ask questions about the Well-Architected Framework or the Release Notes? Yes. Just like asking your org a question, we’ve provided the same ability to have a conversation with the Salesforce Well-Architected Framework, or the Salesforce Release Notes. But remember, these were written when the expected audience was humans who understand nuances and euphemisms, not AI which can often be very literal. What is business process mapping? Business process mapping is a visual representation of the steps within a business process, including who does what, how success or failure is evaluated, and how steps are linked to one another. What are the benefits of Salesforce business analysis? Business analysis can help organizations improve their efficiency, productivity, and customer satisfaction. By identifying and addressing inefficiencies, organizations can streamline their business processes and make better, more informed decisions. Does Elements support the Salesforce Business Analysis Certification? Yes. Everything that the BA Certification requires can be documented in Elements. Create a free playground so that you can hone your BA skills before you take the exam. Does Elements ntegrate Jira? Elements’ tight integration/synchronization with Jira makes it easy for business analysts to use Elements, and development teams can use Jira. And both stay in sync. Which business analysis methodolgies does Elements recommend? Elements is a flexible and scalable platform compatible with whatever business analysis approach you use. In addition, Elements can provide support for all your documentation needs. What does a Salesforce business analyst do? As a Salesforce business analyst, your job will be to survey and evaluate a company’s business procedures, administration, and data needs. Then, you’ll work to design and implement the Salesforce customer relationship management (CRM) platform across the entire organization. Can I trial Elements? Yes. Talk to us.
