Get Consultant Superpowers

Derisk projects with x-ray vision into your clients' Org

Avoid mistakes with the metadata impact analysis and dependency trees

Get 100% adoption with in-app pop-up help and feedback

And we have the most intuitive process mapping tool.. but you know that, right?

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Consulting (Salesforce)

Increase adoption. Increase agility. Increase trust.

Elements is the only integrated platform that enables you to get client projects adopted, at pace, with confidence.

Your clients demand business agility

They need an agile implementation lifecycle

To accelerate the lifecycle you need to eliminate the friction and improve collaboration at every phase.

Elements.cloud coordinates the development and reuse of all documentation around the lifecycle and provides critical metadata impact assessments to accelerate decision making.

Elements.cloud ensures their Org improves with age – like a fine wine or classic sports car

 

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Some professional services firms who are in their element

We've designed this for Partners. Let's see if it will work for you and your clients

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Requirements & User Stories

Capture and manage all your requirements and users stories in one place with a managed lifecycle sync’d to Jira and Copado.

Add supporting documentation and collaborate on requirements, link to process diagrams and Salesforce config items. View this inside Jira.

Org Impact Analysis

Make changes faster with confidence with powerful Org Impact Analysis. Production and Sandboxes metadata sync’d and analyzed every night.

Field %filled, Field WhereUsed, Field Impact, Dependency Trees. All delivered inside Salesforce Setup, Record Pages and Copado.

In-app Feedback and Help

Extend the Salesforce help icon for objects and fields to add In-app feedback, help and ratings.  Respond in seconds and drive up user adoption and data quality.

Help articles can be rich text documents, URL links to external content (procedures, training , videos, apps) and process diagrams.

Process Mapping

Develop simple, yet powerful hierarchical process maps. Connect, engage and communicate with your business users.

Develop a “single source of truth” that is more than project documentation, but is a platform for continuous improvement.

Org Documentation

Automated Org documentation generated based on your metadata. Add documents, links to external content, process diagrams and requirements.

We know it is hard, so we make it easy: use our web app, Salesforce Setup or Record Pages or our iOS app.

Data Privacy & Governance

Satisfy GDPR and other data privacy regimes by tracking privacy permissions and policies for leads, contacts and person accounts. Preference center provides single customer portal for sales, support and marketing outbound campaigns.

Corporate Management

Enables Single Sign On (Salesforce and SAML). Provides centralized user control, management and user policies. Apply content collaboration rules. Attachments and images are scanned for viruses.

We've a Partner Program you should join

BENEFITS & APPLY TO JOIN

Requirements & User Stories

Capture, triage and prioritize all your user generated requirements in one place with a managed lifecycle from “raised” to “implemented”. Add supporting information (notes, links, images) and collaborate on requirements. Link existing or create new user requirements in live process mapping workshops.

Develop user stories and supporting information (notes, links, images) and collaborate on requirements. Link user stories to process diagrams to give business context for developers.

Sync user stories with JIRA projects.

Process Mapping

Deceptively simple. Hugely powerful. Proven in every industry. Connect, engage and communicate with your business users, developers, executives and regulators.

Develop a “single source of truth” that is more than project documentation. It is the operations manual delivered as end user training. It is a platform for continuous improvement.

Confidently build version controlled hierarchical process maps in live workshops. Link any activity to supporting information (resources, documents, training materials, video, apps, webpages and Org metadata). Deliver live diagrams inside Salesforce, cloud apps and webpages, protected by a sophisticated security model.

LEARN MORE…

 

Org Impact Analysis

Make changes faster with confidence with powerful Org Impact Analysis. Connect with Production and Sandbox Orgs to sync and analyze all metadata nightly.

The Org Analysis includes Field Impact, Field %Filled/Populated, Field WhereUsed and Dependency Trees which are multi-level WhereUsed for a range of metadata types.

Org Analysis can be viewed in the Elements web app or inside Salesforce Setup, Record Pages and Copado in a right panel using the Chrome Extension.

LEARN MORE…

Org Documentation

The Org analysis creates automated documentation from your metadata information. This includes details such as date created and updated. The detailed analysis adds Field Impact, Field %Filled/Populated and Field WhereUsed.

Document Org config with rich text documents, links to external content via URL links, process diagrams and requirements.

We know it is hard, so we make it easy: create and view documentation using our web app, inside Salesforce Setup, Record Pages, Copado or our iOS app using the Chrome Extension.

LEARN MORE…

In-App Feedback and Help

Extend the Salesforce help icon for objects and fields to add In-app feedback, help and ratings.  Respond in seconds and drive up user adoption and data quality.

Help articles can be rich text documents, URL links to external content (procedures, training , videos, apps) and process diagrams.

Org Analysis can be viewed in the Elements web app or inside Salesforce Setup, Record Pages and Copado in a right panel using the Chrome Extension.

LEARN MORE…

Data Privacy

Satisfy GDPR and other data privacy regimes by tracking privacy permissions and policies for leads, contacts and person accounts. Integrate with any marketing automation solution and manage lists based on permissions/consents.

Branded and internationalized preference center provides single customer portal for sales, support and marketing outbound campaigns. Customers can subscribe/unsubscribe & update permissions/consents on the web and mobile devices.

LEARN MORE…

We've designed this for Partners. Let's see if it will work for you and your clients

SET UP UP A CALL

Elements users

Processes mapped

Metadata items analyzed

We've a Partner Program you should join

BENEFITS & APPLY TO JOIN

REVIEWS

Hear what consultants have to say on the AppExchange

  • ★ ★ ★ ★ ★

    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
    Amy Oplinger, The Crevalle GroupSENIOR SALESFORCE CONSULTANT, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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. Elements.cloud 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
    Kristi Dellinger, CGISALESFORCE 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
  • ★ ★ ★ ★ ★

    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
    Bill Powell, CSS Technical ServicesSENIOR SALESFORCE SOLUTIONS ENGINEER, SALESFORCE MVP