HigherEd (not used yet)

 

 

REVIEWS

Hear what our users have to say on the AppExchange

 

 

 

It’s as if Salesforce Setup got a huge upgrade

Tim Blair, BNP Advisors

 

Vital tool for enterprise organizations

Kelsey Shannon, Honeywell

 

MUST HAVE for EVERY consultant!

Amy Oplinger, The Crevalle Group

  • ★ ★ ★ ★ ★

    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 Group
    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 Colorado
    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 Management
    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, Honeywell
    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, Oxfam
    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, Rapid7
    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.Orange
    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, Appirio
    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, Nesta
    Andrew Strachan, NestaHEAD OF BUSINESS PROCESS

 

 

NEWS

Recent articles and blog posts

 

 

Track Permissions

Data Privacy Hub directly allows tracking on the Salesforce Platform and easily lets you manage Data Protection Requests.

Build a solid justification for processing data by including a lawful basis in every interaction based on permissions.

Flag the data for review when customers have withdrawn their permission to process.

Marketing Integrations

Use Salesforce Tasks to automatically create a permission history, and let P360 do the heavy lifting.

All subscriptions are synced to your contact & lead records.

Integrate with any marketing automation solution and manage lists based on permissions/consents.

Preference Center

Preference centers based on free Community license can be branded & internationalized.

Customers can subscribe/unsubscribe & update permissions/consents on the web and mobile devices.

Drive customers to preference centers from multiple locations; email footer, marketing emails and websites.

Single view of permissions

Gives you a Customer360 view of consents from all customer touch points (ie.g. sales, marketing & service).

See multiple permissions, sources of privacy consent and expiry dates for every Lead, Contact and Person Account.

Permissions can be unsubscribed manually or automatically when they expire. Screen alerts ensure users don’t contact Leads, Contacts or Person Accounts by mistake.

Data Expirations

Set privacy policies that automatically set expiry and data deletion dates for all permissions based on privacy source.

Drive marketing campaigns with confidence that consents are in place and customer privacy requests are supported.

Plan campaigns to re-engage customers before their permissions expire.