AI-powered guide for Salesforce

ElementsGPT is a GPT-powered guide designed to optimize your Salesforce team’s effectiveness. It can help them make better change decisions, faster. Elements combines deep knowledge of your org’s metadata configuration and business process documentation with GPT’s reasoning capabilities. This allows ElementsGPT to offer personalized, contextual recommendations specific to your org and your stakeholders’ needs.

ElementsGPT uses GPT to generate accurate user stories directly from business process diagrams. It takes your activity boxes on process diagrams as the context for the GPT prompts. The user stories and acceptance criteria are created for each resource attached to an activity box. The user stories are attached to the related activity box.

ElementsGPT is currently in closed beta. Upon release, it will not be automatically available for every client. You will need to explicitly ask to have this feature enabled, hence you have the option to opt out if your company policy forbids the use of generative AI.

ElementsGPT does not share your Org’s data with external parties. We have no visibility of your Org’s data. We do store an understanding of your Org’s metadata configuration. When you use ElementsGPT we first search for metadata most relevant to the context of your question. The top results are then passed to the GPT engine for analysis. Therefore your Org’s configuration information is never fully exposed.

For any metadata component, ElementsGPT is only aware of its name and a short description that captures roughly what a component does and how it works. But no sensitive information (like detailed apex code) is ever passed through to GPT. 

ElementsGPT recommendations consider your Salesforce org configuration alongside the Salesforce’s Well-Architected Framework, a set of industry standards and proven methodologies. This ensures a solid and robust foundation for your org, promoting the efficient use and management of Salesforce.

ElementsGPT saves you time on manual documentation of tasks and audits of your Org’s configuration. It also means that any team member, no matter how junior and unfamiliar with your system, can quickly understand what existing features can be re-used, extended, or need to be built to support a business requirement.

Business Analysts and Admins should focus on documenting the business processes in Salesforce-endorsed UPN process maps, and document the Salesforce metadata items that support those processes. That will improve the quality of the user stories and recommendations that ElementsGPT makes.

Yes. Just like asking your org a question, we’ve provided the same ability to have a conversation with the Salesforce Well-Architected Framework, or the Salesforce Release Notes. But remember, these were written when the expected audience was humans who understand nuances and euphemisms, not AI which can often be very literal.