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.
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
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.
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.
Impact Analysis
See the 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.
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.
Organizations who are in their element
Frequently asked questions
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.
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.
The client can talk to us about buying their licenses. We are NOT expecting you to sell Elements to your customers.
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.
Yes. Talk to us.