The Ultimate Guide to Salesforce Implementation: Strategies & Success

Implementing Salesforce is more than just buying a license and turning it on. It involves careful planning, clear goals, and the right setup to ensure the platform supports business needs from day one. The first step in the Salesforce implementation process is identifying stakeholders and assembling a cross-functional team, including key business stakeholders who define…

A new chapter for Elements.cloud

By Ian Gotts, Founder, Elements.cloud The world around us is changing faster than ever. The way businesses buy, build, and manage software continues to evolve, and Elements.cloud is changing to stay ahead of these trends. We believe the path to success is product-led, making our product more accessible to all Salesforce professionals. And we’re turning…

What is Salesforce? A Guide for Users New to Elements.cloud

Salesforce is a cloud-based customer relationship management (CRM) platform that helps businesses manage customer data and sales processes. As a pioneering business software, Salesforce transformed CRM by moving it to the cloud, enabling companies to enhance operations, connect with customers, and drive innovation. Frank Dominguez and Parker Harris, alongside Marc Benioff, were key co-founders who…

Case-to-bug: Agentforce Success Story

For many companies, the journey from a customer reporting an issue to a development team fixing a bug is often a chaotic and inefficient process. It’s a journey filled with manual steps, miscommunication, and delays that can frustrate both employees and customers alike. At Elements Cloud, we confronted this very challenge within our own “Case-to-Bug”…

From Process to AI: How Agent Finder Pinpoints Your Best Agent Opportunities

What’s the problem? Implementing AI agents can seem daunting and organizations struggle to understand the best use cases. The challenge is picking a use case that has a strong ROI and can make an impact. But it also needs to contribute to an overall end-to-end process. There is no point implementing an agent in one…

Building a Unified AI Agent Strategy: Beyond the Single Platform (and Beyond Just Technology)

TL;DR In this recent webinar, Vala Afshar, Chief Digital Evangelist at Salesforce, emphasizes the crucial role of a unified AI agent strategy in achieving an autonomous enterprise.  “The superpowers of AI and autonomous business will elude you unless you can map your process in real-time. Identify where you need to have AI agents implemented, and…

Agent Instruction Patterns and Antipatterns: How to Build Smarter Agents

You might design a great agentic conversation, a killer automation, or a clever prompt, but if your instructions are ambiguous, inconsistent, or incomplete, your AI Agent will not be reliable, will hallucinate, or worse, do something wrong confidently.  Trying to get it to be reliable is time-consuming, frustrating, and painful. And it could even delay…

Evolving Your Salesforce Security Model: Part 2

Creating a Permission Set Group for a Job-to-be-Done In Part 1 of this two-part series, we showed how using an organization’s Capability Model with Jobs-to-be-Done (JTBD) could generate a roadmap for migrating from a Profile-heavy security model to one based on Permission Set Groups. The resulting security model – along with the documentation that you…

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