Salesforce Consultants

Get consultant superpowers with Elements

Elements Catalyst quickly gives you a picture of your client’s Org with powerful Org Analytics. Understand what has already been built, then use it as the central hub of all documentation; process diagrams, requirements, notes, images, screenshots and specifications.

Win new clients - “Clean-Up Org” projects

Run the 14-day free trial and impress your clients with in-depth insight into their Orgs. Use the visibility of clients’ customizations that the Org Analytics offers to provide ongoing support for their implementations and projects.

Get the job done faster

Get projects delivered faster and more consistently by taking advantage of pre-built process process content. Process maps are reusable for your areas of expertise, saving you days of work and valuable time.

Gain the competitive advantage

Elements helps you differentiate yourself from the herd of consultants who leave a folder of unusable documents….or nothing at all. Easily attach any type of documentation to the Org Ref Model so everything is in one place, and everyone has easy access.

One login. Multiple work spaces.

Create a secure, collaborative work space for each client. At the end of the project, it can become theirs. They can invite you back for support or follow-on projects.

Help them migrate to Lightning

Alongside the Lightning Readiness report, get a clearer picture of what can be changed and what can be deleted. And document the changes made to migrate.

Support their Org clean-up

The simple tree structure makes it easy to understand the entire Org metadata. The Salesforce Org Analytics will pinpoint the areas that are causing most pain. Document what you have discovered and tag items for deletion.

They've hit field limits

We’ll show you every field in every object, with data population aka FieldTrip, where fields are used, and access permissions. Then you can make decisions on what fields can be safely removed.


Try it for 14 days, free

1. Simply install the Elements Catalyst managed package from the AppExchange 

2. Run QuickStart (2 mins) to get it set up and kick off the sync of your Salesforce Org metadata into an Elements Org Model. We don’t access your data.

3. Wait for the email that says the sync has completed. A Dev Org takes 5-10 mins. Our largest client Org (60,000 metadata nodes) takes 3 hours.

4. Get a view of your Org you’ve never seen before.

Here is a full list of the features (PDF 4.1MB) and here is the QuickStart installation video


View them on the AppExchange

  • We’ve decided to use Elements with all of our clients for business process mapping / discussions / review.

    Salesforce AppExchange Partner
  • ★ ★ ★ ★ ★

    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 for field auditing as well as process mapping. I’ve used for diagramming process flows, and always liked its hierarchical approach. The top level diagrams show the stakeholders what we intend to develop, and developers like to use the lower level diagrams with the details. Now we are cleaning up the fields in our app, and need to know what refers to the 400 fields in one object. The Documentation Hub is the first tool I’ve seen that shows what Reports use each field, as well as Workflows, Validation Rules, Page Layouts, etc. This has saved us hours of time checking each field in IDE, so that the development team can focus on improving our app.

    Richard Cunningham, Blendery
    Richard Cunningham, BlenderyCONSULTANT
  • ★ ★ ★ ★ ★

    MUST HAVE for EVERY consultant! As a consultant, I have used many different tools to capture and manage requirements. Elements by far is the easiest yet comprehensive tool I have used to manage this process, and I recommend it to everyone I can! 

    Amy Oplinger, Independent Contractor
    Amy Oplinger, Independent ContractorINDEPENDENT CONTRACTOR, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    When documentation is your least favorite part of the job… This app makes documentation and understanding so much more constructive. When a client asked a for a data dictionary, had exactly the perfect answer. And, because Salesforce is so flexible, every client is different and that is reflected here. Plus, the service and support from is by far one of the very best I’ve ever used! 

    Melissa Hill Dees, HandsOn Connect Cloud Solutions
    Melissa Hill Dees, HandsOn Connect Cloud SolutionsCONSULTANT
  • ★ ★ ★ ★ ★

    Easily Collaborate on Business Processes. When talking about business processes, its important to be able to quickly draw out the flow of information and diagram the relationship of objects. is a super user friendly tool for collaborating on those drawings and lets you take white board drawings and turn them into colorful, clean products. And that’s just a start of the functionality. I also love the ability to record user stories in a form instead of a blank text box so you capture all pieces of a user story. Great company. Great product. 

    Kristi Dellinger, CGI
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    Very Exciting for our Team. I schedule product demos for our team of Salesforce Consultants. Out of all the products I suggested for upcoming Demos, Elements Cloud was the most sought after from my teammates. Our consultants were excited and engaged during the presentation, and had many use cases and experiences with clients to share with Ian during his demo. The questions asked by the Consultants that started with “can you do *this*” were all answered with YES you can. Our consultants rave about the App as well as working with clients who use Elements Cloud.

    Meagan Johnson, Now IT Matters
    Meagan Johnson, Now IT Matters EXECUTIVE ASSISTANT
  • ★ ★ ★ ★ ★

    Great product & awesome support. I’ve never had official training on proper documentation, but the Elements product and team have helped get me closer to a documentation expert. A great app with great support and education! 

    Bill Powell, CSS Technical Services
  • ★ ★ ★ ★ ★

    Our team was first introduced to Elements earlier this year. Over time we’ve found that the product has become invaluable for our clients – and we recommend it routinely. For a pittance of a price, Elements will bring clarity to the chaos that we see, as consultants, to so many existing Orgs. Firstly, the ability to clearly map out a business process is something that is not often done. Now, our customers may have mapped out the steps in Salesforce, for a training document, perhaps, but the connection from the ‘HOW’ the business works, to the ‘WHAT’ is done in Salesforce to accommodate the process is entirely absent. Further, six months, or a year down the line, no one has a clue ‘WHY’ something was done a certain way. Elements makes those connections, easily. We have a client that is now just learning importance of sandboxes and not doing everything in production. In the past, they have made changes to a something like a field label and API name that is a member of 3 workflows, 4 Process Builders, 20 validation rules, 7 formulas and so on. We’d get a panic “OMG Everything is broken!” call and have to decipher what happened. Now, our client can see what the contingencies are +before+ they make the change, saving everyone a lot of headaches. Run into an issue, or have a question? The Elements team is on it in a flash. For half the cost of a Starbucks coffee each day, you can have peace of mind and order in your Org. Awesome! And… no, they didn’t pay or bribe me to write this review.

    Adam Schoolsky, Sadhana Consulting
    Adam Schoolsky, Sadhana ConsultingSENIOR CONSULTANT


More and more clients are asking us for project consulting. But that’s your game. Ours is building you the app you need to deliver success.

Become the next Elements partner