Process

★ ★ ★ ★ ★

Elements.cloud is fantastic at helping us with two major areas of Salesforce administration. We can sit down with our internal teams and quickly map out any of our business processes, with multiple drill-downs, links and attachments, requirements and user stories, and a comment stream.

★ ★ ★ ★ ★

Love this app! Simple to use; powerful; intuitive. We’ve used this tool to map out more than fifty business processes; so much easier than some clunky flow chart tool. A+++

★ ★ ★ ★ ★

GREAT TOOL. Elements is a turn-key process mapping solution that’s amazingly-well thought out, secure, highly intuitive and visual, and inherently encourages collaboration. There’s truly nothing else like it!

★ ★ ★ ★ ★

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.

★ ★ ★ ★ ★

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.

★ ★ ★ ★ ★

No better way to document your Org and identify improvements. Based on my experience using Elements in several organizations, the approach is a step change for any business that runs Salesforce. The analytical insights are very powerful, and the ability to communicate with Users around the organization and get them involved in making the business work better, well frankly I’ve not seen anything like this in the Salesforce world! The great thing about Elements is that it works with other systems, not just Salesforce. Processes in a business work generally include manual steps, Excel (of course!) and Salesforce, plus other in-house systems. Elements helps to make transparent what works well and what doesn’t, and design and collaborate on new ways of working (preferably utilizing Salesforce functionalities. Elements is very user friendly and intuitive, and if content is designed in the right way it can be a very powerful way to explain to users understand what they need to do plus given them quick access to the systems and tools they need to do their jobs.

★ ★ ★ ★ ★

We have completed over 250 Salesforce implementations and every single one has started with a workshop to map out the key processes, identify today’s issues and agree how best to use Salesforce to streamline and simplify the processes. We call it Process Led Implementation which is the best way to ensure a successful project that really delivers for the business. 

★ ★ ★ ★ ★

I have used Elements to conduct scores of process mapping sessions with subject matter experts. Most importantly, they develop a sense of pride in their work and in their ability to draw a process map that accurately depicts the essential tasks they perform.