Elements Documenting Salesforce Org (NOT USED)

THE EASIEST WAY TO DOCUMENT YOUR SALESFORCE ORG

You don’t want to do it, but you know you should. An undocumented Org kills agility, slows innovation and makes every upgrade a living nightmare. Elements.cloud has a practical and affordable solution:  $2/day for a Editor

IN 15 MINS… SERIOUSLY?

In less than *15 minutes you can get insights into your Org you’ve never seen before. Sync your entire Org (Prod + multiple Sandboxes) into Elements.cloud Ref Models and get analytics and visibility into config customizations. New admin? Consultant scoping out a project? Considering Lightning migration? Trying to spot the difference between Prod and Sandboxes? Run the sync to understand what you are getting yourself into!!!

*for some very large Orgs it may take significantly longer but the insights will be even more valuable (or scary)

What gets sync’d from your Org?

  • Apex Classes,
  • Apex Triggers
  • Global Actions
  • Standard & Custom Objects
    • Approval Processes
    • Fields, inc where used and field access
    • Page Layouts
    • Process Builder Flows
    • Record Types
    • Validation Rules
  • Permission Sets
  • Reports
  • VisualForce Components
  • VisualForce Pages

 

Elements.cloud Ref Model is your “single source of documentation”

 

6 STEPS TO DOCUMENT YOUR ORG

Watch this short video that steps you through installing the Salesforce managed package and then documenting your Org

  1. Register for Elements, create a Space and use free trial to upgrade to PRO
  2. Install the Elements Integration for Salesforce managed package
  3. Configure the integration
  4. Sync Salesforce Org config data into Elements Ref Model
  5. Document your Org config using notes and attachments
  6. Link items in your Org config to processes and data model

HOW MUCH WILL THIS COST?

You need to upgrade your Space to Pro, which means you need at least ONE Editor – $730/year.  So it works out at just $2/day. Crazy, right?   Nonprofits get 50% discount      You can try Pro for free with a 14 day trial