Salesforce Business Analysts

ORG CHALLENGES

A lack of process documentation is killing your agility

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Save time and effort with real time virtual workshops.

Simple, proven approach engages end users and developers. It’s been proven in every industry and company size and the app’s been optimized for live or virtual workshops.

Drive up Salesforce adoption

Provide real time point-of-need training

Drop diagrams into Lightning Pages, the Utility Bar or Classic pages. BTW A diagram doesn’t have to be just process. It can be text, URL links, metadata and images.

Entire operation on same page

Develop and share entire operational knowledge

Capture all operational processes – not just Salesforce.  Provide shared processes to business users, developers, management, regulators and suppliers.

 

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REVIEWS OF BUSINESS ANALYSIS CAPABILITIES

View them on the AppExchange

  • ★ ★ ★ ★ ★

    Elements.cloud is fantastic at helping us with two major areas of Salesforce administration. We can sit down with our internal teams and quickly map out any of our business processes, with multiple drill-downs, links and attachments, requirements and user stories, and a comment stream.

    David Limiero, Stadia Church Planting
    David Limiero, Stadia Church PlantingSENIOR DIRECTOR OF STRATEGIC SERVICES
  • ★ ★ ★ ★ ★

    Love this app! Simple to use; powerful; intuitive. We’ve used this tool to map out more than fifty business processes; so much easier than some clunky flow chart tool. A+++

    Mark Tossell, Infusion630
    Mark Tossell, Infusion630DIGITAL BUSINESS ANALYST
  • ★ ★ ★ ★ ★

    Something all SF consultants should consider using. We have been using this tool to map our internal business processes across all our departments, easy to use, easy to share maps, and the drill down through maps is really powerful.

    Peter Lee, Cloudcoach
    Peter Lee, CloudcoachCEO
  • ★ ★ ★ ★ ★

    GREAT TOOL. Elements is a turn-key process mapping solution that’s amazingly-well thought out, secure, highly intuitive and visual, and inherently encourages collaboration. There’s truly nothing else like it!

    Benjamin Bolopue, Quanex Building Products
    Benjamin Bolopue, Quanex Building ProductsSALESFORCE ADMIN, MVP
  • ★ ★ ★ ★ ★

    Two amazing tools in one! I’d subscribe for either of the services Elements.cloud offers. Documenting my org is awesome. Visually mapping processes is going to change how our org functions, double win! Definitely try this app, it’s amazing. 

    Chris Fellure, Sashco Inc
    Chris Fellure, Sashco IncSALESFORCE ADMIN
  • ★ ★ ★ ★ ★

    Use it on Every Project.I use this tool for every project – during requirements gathering, designing solutions, working through complex object models, and even mapping out ideas live on calls with clients. Simply put, its one of the go-to’s in my toolbox that is fast, lightweight, and easy-to-use. I highly recommend it for doing multi-level mapping of your business processes, documenting processes in your SF org, and much more.

    Tom Hoffman, Spark.Orange
    Tom Hoffman, Spark.OrangeSALESFORCE PRACTICE LEAD
  • ★ ★ ★ ★ ★

    Process Mapping where you already live. For that “can’t Salesforce just ____” request, going through a process mapping in Elements is a spectacular way to document & define the true request and ensure you have the information you need. Plus, Elements can enable “future you” to remember why “current you” made a design / process decision for good reasons – because let’s be honest, you’ll probably forget OR something will change in Salesforce. Multi-level diagrams make it possible for you to keep it simple at a high level but also dive deep for the details you truly need. 

    Kristi Guzman, ACN
    Kristi Guzman, ACNSENIOR SALESFORCE ADMIN, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    One of the best tools for Process Documentation. Elements Cloud (and the Salesforce connector listed here) is one of the best process documentation tools I’ve used. For most organizations, understanding business processes, automations, workflows and configurations are always a challenge and the ability to scan and leverage the Salesforce metadata in mapping out processes is key to making documentation that’s easy to keep up to date on a product that just keeps including new features and innovation with every release.

    Mark Adcock, Appirio
    Mark Adcock, AppirioSENIOR CONSULTANT
  • ★ ★ ★ ★ ★

    No better way to document your Org and identify improvements. Based on my experience using Elements in several organizations, the approach is a step change for any business that runs Salesforce. The analytical insights are very powerful, and the ability to communicate with Users around the organization and get them involved in making the business work better, well frankly I’ve not seen anything like this in the Salesforce world! The great thing about Elements is that it works with other systems, not just Salesforce. Processes in a business work generally include manual steps, Excel (of course!) and Salesforce, plus other in-house systems. Elements helps to make transparent what works well and what doesn’t, and design and collaborate on new ways of working (preferably utilizing Salesforce functionalities. Elements is very user friendly and intuitive, and if content is designed in the right way it can be a very powerful way to explain to users understand what they need to do plus given them quick access to the systems and tools they need to do their jobs.

    David Barnes, Calvaria Ltd
    David Barnes, Calvaria LtdCALVARIA FOUNDER & CONSULTANT
  • ★ ★ ★ ★ ★

    Love this APP!!! Just found the Align Top and Distribute Horizontally functions in Elements Cloud and LOVE IT! Thank you for key organizational functions in mapping out progress for clients along their Salesforce Roadmap! When used to document and clarify processes with clients, I am finding this a game changer! 

    Justin Barss, Now IT Matters
    Justin Barss, Now IT MattersDIRECTOR OF SALES, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    Some jump straight to designing the technical solution. Clout’s primary focus is on business outcomes. That’s why we use Elements to capture the key business processes up front. It is simple to use and very powerful and most importantly we can collaborate in real time on developing process maps with our customer. Elements has given us the ability to build out a library of standard business processes which we use to build the solution map for each client. The maps are not just part of the design process, they form a key part of the project documentation and are invaluable for UAT and training. Using Elements is productive, supports better business outcomes, and delivers reusable process knowledge. I am a big fan.

    Kieran Carrick, CEO, Clout Partners
    Kieran Carrick, CEO, Clout PartnersCEO, CLOUT PARTNERS
  • ★ ★ ★ ★ ★

    We have completed over 250 Salesforce implementations and every single one has started with a workshop to map out the key processes, identify today’s issues and agree how best to use Salesforce to streamline and simplify the processes. We call it Process Led Implementation which is the best way to ensure a successful project that really delivers for the business. 

    Mike McKintyre MBE, Xenogenix
    Mike McKintyre MBE, Xenogenix DIRECTOR, SILVER CONSULTING PARTNER
  • ★ ★ ★ ★ ★

    I have used Elements to conduct scores of process mapping sessions with subject matter experts. Most importantly, they develop a sense of pride in their work and in their ability to draw a process map that accurately depicts the essential tasks they perform.

    Jim Boots, Global Process Innovation
    Jim Boots, Global Process InnovationAUTHOR AND PRINCIPLE

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