Elements for Consultants Deliver Projects On Time. Reduce Risk. Build Client Trust. Agentforce is a massive opportunity. Cut risk, deliver faster, and grow client trust—so you can win more business. Proven approach to Agentforce delivery Understand Client Orgs Instantly Reduce Change Risk on Every Project Automate Documentation as You Build Build Trust & Win More Business Talk to us Some of the clients we have helped Solutions for expert consultants Consulting projects are high-pressure. Budgets are tight. Deadlines are tighter. Every client org is a black box. Agentforce has raised the stakes. One poor agent can blow the project—and your reputation. You need to understand the client’s org and needs quickly. Elements.cloud gives you the visibility and control to deliver every project on time, without risk—and with clients who trust you. Agentforce and Data Integration Understand the Org Quickly Reduce Deployment Risk Deliver More Value to Clients Agentforce and Data Integration Agentforce and Data Integration Agentforce transforms business operations when aligned with well-defined processes, reliable data, and robust metadata documentation. Clients need help to get these foundations in place. Business Analyst Agent Use AI to define the use case and produce process diagrams that define the Job To Be Done (JTBD) / Topic diagrams. Use this to kickstart agent ideation and design. Design and Implementation of Agents Collaborate with clients to confirm the agent design and the metadata that drives actions. Automatically produce detailed instructions and testing phrases to ensure reliable results. Version Control and Audit Trail Iterate agents with confidence as clients refine their ideas. Leave the client with governed agents; a comprehensive audit trail and versioned agent design documentation. Metadata Management in Agentforce Lower risks and increase reusability by managing metadata interdependencies within core, Agentforce, and Data Cloud through an extensive metadata dictionary. Talk to us Understand the Org Quickly Org Metadata Dictionary Get instant visibility into fields, automations, dependencies, and security settings. Understand what is there before you start. Data Flow Mapping Use AI to generate data flows across Salesforce and integrated systems. Quickly grasp how data moves between objects and external platforms. Process Diagrams AI can generate business processes maps from config data, images, or prompts. Align technical solutions with business needs to ensure you build the right thing. Talk to us Reduce Deployment Risk See downstream impact Impact Analysis See downstream impact before making changes. Avoid breakages and reduce rework. Dependency Analysis Uncover hidden relationships across your org. Mitigate risk by identifying dependencies before deploying changes. Version Control & Change Tracking Track configuration changes over time. Always know what was changed, when, and why—even across managed service engagements. Book a call Deliver More Value to Clients Project Documentation Create professional, client-ready documentation alongside your build. Show your work and strengthen client confidence. Org Insights & Recommendations Identify problem areas and optimization opportunities. Demonstrate value beyond delivery by guiding future projects. Client Collaboration Share interactive org insights and documentation with clients. Enhance transparency and position yourself as a trusted advisor. Talk to us What happens if you don’t have Elements.cloud Inconsistent Agents Deliver reliable agents that can iterate quickly. Missed Deadlines Time wasted investigating the org eats into delivery time, risking client frustration—and damaging your reputation.. Scope Surprises Hidden dependencies cause rework, budget overruns—and angry clients. Deployment Errors Bugs on go-live damage your credibility. Lost Client Confidence Mistakes today cost you future business. Organizations who are in their element Elements.cloud allows my team to assess risks quickly and make informed decisions. We can evaluate potential impacts of feature requests and implement them with speed and confidence. G2 Elements.cloud was instrumental in helping Bosch accelerate their Salesforce rollout while reducing risk. Nils Heblich-Menke Bosch, Chief Product Owner It is very amazing to me how many profiles and permission sets in Salesforce environments use the View All and Modify All permissions at both the object and system level. Matt Meyers Salesforce Certified Technical Architect (CTA), EZProtect I’m so excited about seeing such a clear process-based overview of what the agent is supposed to do Miriam McCabe Sr Director, Global Delivery Innovation, Salesforce Using Elements is like having a Swiss Army knife for Salesforce. It’s become an integral part of our Salesforce-focused methodologies. Daniel Keith Tenger Ways Frequently asked questions Can we use a single consultant license for prospects and multiple customers? Yes. The consultant license gives you access to all the enterprise features. It is the most powerful license. We want you to bake this into your sales and delivery methodology. Is Elements only for Salesforce? No. Elements has been designed to drive change across the entire IT landscape. Our go-to-market focus is Salesforce, which is often the core of organizations’ customer systems and has the most significant challenges. What happens when we leave the client? The client can talk to us about buying their licenses. We are NOT expecting you to sell Elements to your customers. Can clients use our licenses to edit content? No. They will need to talk to us about buying their licenses. We will be flexible to ensure that it does not put your project at risk. Can I trial Elements? Yes. Talk to us.
