Increase adoption. Increase agility. Increase trust.
Elements maximizes your investment in Copado DevOps
and increases engagement with your business users.
Elements.cloud is tightly integrated into Jira and Copado
Elements.cloud coordinates the development and reuse of all documentation around the lifecycle and provides critical metadata impact assessments to accelerate risk analysis and decision making.
Collaborative process mapping leads to more accurate user stories. This speeds up development and dramatically increases adoption.
Automated Org metadata analysis enables risk-based user story assessment. This shortens release cycles and reduces failure rates.
Documentation and analysis are embedded into Jira, Copado and Salesforce so there is a “single source of truth”.
Watch the Elements.cloud – Copado integration
ANALYZE Phase
Requirements & User Stories sync’d to Jira and Copado
Improve the speed and quality of DevOps with better user stories.
It all starts with centralized capture, triage and prioritization of all your user requirements 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 which are then sync’d to Copado. Elements User Story Analysis right panel has details, documentation (process diagram, notes, links, images) and discussions inside Jira.
Process map delivered in context
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).
Link process diagrams to user requirements, user stories and Salesforce metadata items to provide context. Deliver live diagrams inside Salesforce, cloud apps and webpages, protected by a sophisticated security model.
Org Impact Analysis inside Copado
Make changes, faster with confidence, with powerful Elements Org Impact Analysis right panel embedded inside Copado for each metadata item.
The Org Analysis includes Field Impact, Field %Filled/Populated, Field WhereUsed and Dependency Trees – 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 Elements Chrome Extension. This is for Production and all Sandbox Orgs.
BUILD Phase
Org Documentation inside Copado
The Org analysis creates automated documentation from your metadata information, and the Elements right panel is visible inside Copado for any metadata item. 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.
OPERATE Phase
In-App Feedback and Help drive up adoption
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.
Elements users
Processes mapped
Metadata items analyzed
REVIEWS
Just a few reviews from 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 GroupSENIOR SALESFORCE CONSULTANT, SALESFORCE MVP★ ★ ★ ★ ★
Great, affordable solution for behind-the-scenes insights! We are kicking off a big org clean up, and Elements.Cloud has been so critical to seeing behind-the-scenes of what’s being use, how much and where! And, it’s so affordable! We’re looking forward to diving more into the process mapping for documentation after we are able to get the org cleaned up!
Joanna Iturbe, University of ColoradoSENIOR BUSINESS ANALYST, SALESFORCE MVP★ ★ ★ ★ ★
A constantly evolving and critical app for us. We find Elements an incredibly useful tool for documenting our Salesforce Org and the processes around it. And as soon as we get up to speed on one bit of functionality then another one or two show up. Keep up the good work.
Iain Henderson, Aegon Asset ManagementCRM,DATA & ANALYTICS MANAGER★ ★ ★ ★ ★
Vital tool for enterprise organizations. We have a large, enterprise organization (30,000+ users) with multiple admins and development groups managing different parts of the environment. We have been using Elements.Cloud to organize and document the system and I highly recommend it. There are no apps out there that even come close to it’s functionalities – give it a shot!
Kelsey Shannon, HoneywellCRM SYSTEMS DEVELOPMENT MANAGER★ ★ ★ ★ ★
Indispensable. I recently came across Elements.cloud looking for a quick way to map out business processes. It worked great, but there was so much more available that I was able to roll out quickly. I was able to embed the processes in my Salesforce user interface (for training), and reference specific areas of my Salesforce org within the process (ex: fields, users) Catalyst allowed me to very quickly get a full picture of what was happening in our org, allowing me to safely remove redundancies. Now with the Chrome extension, I can combine the two platforms into my Salesforce user interface. The setup menu will never be the same…Very cool tool.
Sandy Hunter, OxfamINFORMATION SYSTEMS & ANALYTICS SPECIALIST
★ ★ ★ ★ ★
Using this tool, any org’s ‘what’ and ‘how’ can be documented. All you have to do is add the ‘why’! Then, as your org evolves, all you have to do is update it! Easy peasy!
Amber Boaz, Rapid7CRM PLATFORM OWNER, SALESFORCE MVP★ ★ ★ ★ ★
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.OrangeSALESFORCE PRACTICE LEAD★ ★ ★ ★ ★
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, AppirioSENIOR CONSULTANT★ ★ ★ ★ ★
Fantastic app with excellent support Elements is, in my opinion, the best app we have installed to date. It’s intuitive to use and allows us to push process maps and guidance about Salesforce out to users within Salesforce, so they do not need to toggle between SF and the intranet or manuals. On rare occasions where we’ve had questions or suggestions, the development team has responded almost instantly in a friendly, considerate and engaging manner. We used the free version for the first five months which perfectly met a lot of our needs but have recently upgraded to the Pro version after a successful trial – giving us the ability to instantly analyze our Salesforce configuration and usage. The visibility and reporting this provides has been far superior to other products we looked into for this purpose.
Andrew Strachan, NestaHEAD OF BUSINESS PROCESS