How Unispace is getting a cleaner Org
Unispace is a global design firm with integrated project delivery capabilities.
Nathaniel Crocker, owner of salesKey Consulting, was looking for a way to report on Field Usage in Salesforce, as part of a wider cleanup project for an organization he was consulting with – Unispace. He was using Field Trip but needed more information, and while looking for help online came across an article comparing it to Elements Catalyst. He says, “Installing Elements allowed me to clean up all of the unused fields on our page layouts. Field Trip is a great tool for getting started, but Elements provided me with all the information I needed to evaluate what fields we would keep, delete, or archive.” Cleaning up unused fields was just the start. Nathaniel wanted to dive deeper into what the Elements Catalyst application could do for the Unispace Org.
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The First 14 Days
Nathaniel says that installing Elements for a 2-week trial was easy and painless. The hardest part was the steep learning curve of what he calls “a very powerful and sophisticated tool.” But by focusing on one task at a time, and with the help of Elements support, he was able to get real results right away. He says, “I was both impressed and pleased with the speed of response. I found their knowledge of not just their product, but Salesforce overall, to be excellent and extremely helpful towards completing my task. Several times on a complex question, the support team scheduled a longer Zoom session for me.”
During that first week or so using the app, Nathaniel had to learn functionality, and interface – which he says is clean, simple and pleasing – but had to take the time to learn where to click to do the tasks he wanted. He says, “The tool does exactly what it advertises…It is just a very technical program so be prepared to roll-up your sleeves and dig in.”
“As a Salesforce administrator, Elements.cloud is the sharpest tool in my belt. It allows me to get more done —faster and better.”