Elements for Consultants

Get consultant superpowers with Elements

Elements’ Documentation Hub for Salesforce quickly gives a picture of your client’s Org – complete with Org Analytics. Understand what has already been built, then use the platform to store 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 then easily add the documentation for your migration.

Help focus the Org clean-up effort

The simple tree structure makes it easy to understand the entire Org meta data. The Salesforce Org Analytics will pinpoint the areas that are causing most pain.

They've run out of Salesforce fields!

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.

Join the Partner Program

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