Elements for Consultants Scope accurately. Deliver impactful projects. Win the next engagement. Salesforce projects are high-stakes. Elements.cloud helps you understand any client Org in minutes, de-risk delivery, and leave behind documentation that keeps clients coming back. Run comprehensive health checks on demand Scope work with best in class metadata analysis Generate process and data-model blueprints from your current Org configuration Hand over documentation that clients can build on or use as the foundation for managed service Talk to us Some of the clients we have helped Solutions for expert consultants Elements.cloud gives you instant clarity on how the Org works today, how it’s changing, and what it will take to change it safely. It’s the fastest way to scope, deliver reliably, and build trust at every stage of the project journey. Scope Work De-risk Project Delivery Deliver More Value to Clients Scope Work Org Health Check Analytics 360 provides a complete view of your clients’ Org including configuration overview, object analysis, automation health, technical debt and compliance. Metadata Dictionary Fully indexed metadata, including from managed packages, complete with dependency mapping of each Org for fast discovery, repeatable health checks and reliable impact analysis. Visualize Org Configuration Auto-generate process diagrams and data models directly from your Org configuration to fully understand current set up, including any security risks from a Profiles and Permissions perspective. Talk to us De-risk Project Delivery Impact Analysis See the downstream impact before making changes. Avoid breakages, reduce rework, and protect margin on fixed-price projects Dependency Analysis Uncover hidden relationships across your Org. Mitigate risk by identifying dependencies before deploying changes. Version Control & Change Tracking Track configuration changes over time across projects and managed services. With the daily email updates, always know what has changed and who performed the changes and why. That way, you can support clients long after go-live. Book a call Deliver More Value to Clients Project Documentation Create dynamic and contextual documentation alongside your build. Invite collaborators and clients to the space to share your work and strengthen client confidence. Easy Handover Hand over a living blueprint of the Org: documentation, decisions, and processes all kept up to date. Clients get clarity from day one, and your project ends on a high note. Managed Service Provide the most time efficient and high quality managed service with Elements. Track changes, spot issues early, and deliver ongoing value with less rework and risk Talk to us 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 Can I use a single consultant license for prospects and multiple customers? Yes. The consultant license gives you access to all the enterprise features. It is the most powerful license. We want you to bake this into your sales and delivery methodology. What happens when I leave the client? You may choose to hand over the space to the client. They can license it and continue to use and build the useful information repository that you have created from as little as $100 a month per editor. We are NOT expecting you to sell Elements to your customers. Can clients use our licenses to edit content? No. If you have created the space and the content, you decide who has access and to what extent. We do encourage you to use Elements to collaborate with the client and other business stakeholders to ensure alignment on desired outcomes. Additional editor licenses can be purchased on a pay-as-you-go basis. How does pricing work for consultants? Most consulting firms keep a small number of always-on consulting licenses for their core team and then add PAYG Editors for specific projects or managed services. That way, you’re not paying for licenses you don’t use, and you can still give each engagement the access it needs, when it needs it. Can I trial Elements.cloud? Yes. Talk to us.
