Consulting (Salesforce) (not used)

X-ray vision for your client’s Org

“It’s as if Salesforce Setup got a huge upgrade”

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 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.

Get all Org metadata insights inside Salesforce Setup, like Field %Filled, Access, Where Used, Impact Analysis and much, much more…

Document all their Org metadata: process diagrams, notes, URL links (video, PDF, wiki, webpage). One click to make it in-app help.

Org Analysis Report supports clean up recommendations. And metadata reporting gets into the detail, such as Prod vs Sandbox comparison and Managed Package usage.

Get consultant superpowers with Elements Catalyst

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. Finally, turn the documentation into in-app training content. 

One login for all client 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.

Get the job done faster

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

Gain competitive advantage

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

Win new clients - “Clean-Up Org” projects

Run the 14-day free trial and impress your clients with in-depth insights into their Org config. Offer to provide ongoing support for their implementations and projects.



Install the Managed Package to connect your Org. QuickStart will set up Pro Trial Space with 3 Pro Editors in just 45 seconds. You should also install the Chrome Extension.

Install the Chrome Extension

& get iOS app



Get: iOS app


Download free ebooks



View them on the AppExchange

  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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, The Crevalle Group
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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


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.

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