Hear what our users have to say



  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★ 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.

    David Limiero, Stadia Church Planting
    David Limiero, Stadia Church PlantingSENIOR DIRECTOR OF STRATEGIC SERVICES
  • ★ ★ ★ ★ ★

    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+++

    Mark Tossell, Infusion630
    Mark Tossell, Infusion630DIGITAL BUSINESS ANALYST
  • ★ ★ ★ ★ ★

    Something all SF consultants should consider using. We have been using this tool to map our internal business processes across all our departments, easy to use, easy to share maps, and the drill down through maps is really powerful.

    Peter Lee, Cloudcoach
    Peter Lee, CloudcoachCEO
  • ★ ★ ★ ★ ★

    Great tool for mapping out business processes. Complex business processes are hard to map using tools like PowerPoint and LucidChart. The drill-down nature of Elements makes mapping processes much easier because you get to start with the big steps of a process and break each of them down into excruciating detail if you want. The support from the Elements team is fantastic as well. I ran into a problem that was the result of a bug in the managed package and I was sure I would be waiting for months for a fix, but their team fixed the bug and released a new package in less than 10 hours. I am looking forward to using more of the functionality of Elements in the future, but everyone should be using the process mapping tool now!

    Ryan Boggs, LightHawk
    Ryan Boggs, LightHawk CHIEF PROGRAM OFFICER
  • ★ ★ ★ ★ ★

    Simple but powerful Salesforce Documentation/Mapping Tool I’ve been tasked with documenting our Flows, Workflows, Apex Classes and other Salesforce stuff. The tool is simple yet powerful. The support staff have been extremely patient in helping me learn the best way to use the tool to document our org. Thank you!

    Chris Robinson, MADD
  • ★ ★ ★ ★ ★

    Great tool for field auditing as well as process mapping. I’ve used for diagramming process flows, and always liked its hierarchical approach. The top level diagrams show the stakeholders what we intend to develop, and developers like to use the lower level diagrams with the details. Now we are cleaning up the fields in our app, and need to know what refers to the 400 fields in one object. The Documentation Hub is the first tool I’ve seen that shows what Reports use each field, as well as Workflows, Validation Rules, Page Layouts, etc. This has saved us hours of time checking each field in IDE, so that the development team can focus on improving our app.

    Richard Cunningham, Blendery
    Richard Cunningham, BlenderyCONSULTANT
  • ★ ★ ★ ★ ★

    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!

    Benjamin Bolopue, Quanex Building Products
    Benjamin Bolopue, Quanex Building ProductsSALESFORCE ADMIN, MVP
  • ★ ★ ★ ★ ★ will drive your productivity! Elements has the power to help admins become more efficient and help create documentation for the modern technology landscape. The added layer of metadata that Elements provides can change the way that we document our Salesforce projects and comply with legislation worldwide. 

    Stephan Chandler-Garcia, Methods
    Stephan Chandler-Garcia, MethodsCONSULTANT
  • ★ ★ ★ ★ ★

    Documenting your Org is so easy! I’m new to both the Salesforce Platform and Business Processes. Within my role I manage a lot of Change Projects that have a lot of moving parts. Being able to document those moving parts against a process is a god send – looking back, I don’t know how I managed without it! It’s the perfect tool to Document any Org. 

    Jack Lavous, Elements.cloudBUSINESS EXCELLENCE MANAGER
  • ★ ★ ★ ★ ★

    Two amazing tools in one! I’d subscribe for either of the services offers. Documenting my org is awesome. Visually mapping processes is going to change how our org functions, double win! Definitely try this app, it’s amazing. 

    Chris Fellure, Sashco Inc
    Chris Fellure, Sashco IncSALESFORCE ADMIN
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    Good stuff. As someone in charge of architecting applications inside multiple orgs, I find this tool extremely useful to keep notes on what is being created for which app and fulfilling which requirement. Also, the ERD diagrams and process maps are highly useful, and field usage statistics help a lot with cleanup. 

    Mikhail Nitko, UMASS Boston
    Mikhail Nitko, UMASS BostonCRM PROGRAM MANAGER
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    When documentation is your least favorite part of the job… This app makes documentation and understanding so much more constructive. When a client asked a for a data dictionary, had exactly the perfect answer. And, because Salesforce is so flexible, every client is different and that is reflected here. Plus, the service and support from is by far one of the very best I’ve ever used! 

    Melissa Hill Dees, HandsOn Connect Cloud Solutions
    Melissa Hill Dees, HandsOn Connect Cloud SolutionsCONSULTANT
  • ★ ★ ★ ★ ★

    Easily Collaborate on Business Processes. When talking about business processes, its important to be able to quickly draw out the flow of information and diagram the relationship of objects. is a super user friendly tool for collaborating on those drawings and lets you take white board drawings and turn them into colorful, clean products. And that’s just a start of the functionality. I also love the ability to record user stories in a form instead of a blank text box so you capture all pieces of a user story. Great company. Great product. 

    Kristi Dellinger, CGI
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    Process Mapping where you already live. For that “can’t Salesforce just ____” request, going through a process mapping in Elements is a spectacular way to document & define the true request and ensure you have the information you need. Plus, Elements can enable “future you” to remember why “current you” made a design / process decision for good reasons – because let’s be honest, you’ll probably forget OR something will change in Salesforce. Multi-level diagrams make it possible for you to keep it simple at a high level but also dive deep for the details you truly need. 

    Kristi Guzman, ACN
  • ★ ★ ★ ★ ★

    Org documentation for the Gods! Documenting an org is mind numbing and frustrating, not to mention, ever changing. With Elements you can set your mind at ease and use their easy tool to get what you need. I wont attempt any kind of documenting without this tool…ever! 

    Melinda Smith, Bluewolf
  • ★ ★ ★ ★ ★

    Key app for any Salesforce Partner. We are seeing more opportunities to work with Salesforce implementations that we did not install. In these circumstance this app is a life saver. We have had a wonderful experience working with this product and the team that developed it. 

    Clyde Williams, ShoNet Systems
    Clyde Williams, ShoNet SystemsDIRECTOR
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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.

    David Barnes, Calvaria Ltd
    David Barnes, Calvaria LtdCALVARIA FOUNDER & CONSULTANT
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    A must for Salesforce orgs of all sizes. Elements is such a powerful yet simple tool, that it’s hard to do justice to it with words – my suggestion is that you sign up and start using it immediately to understand the hype. Elements is a tool that offers a few different and very important features: documentation for your Salesforce org (way beyond standard metadata exports), a powerful process mapping tool, change management features, and a few other related features. The best part is that all these are tightly integrated with each other AND with Salesforce, so it’s both a great stand-alone resource as well as a layer on top of your Salesforce. It pains me to think about my Salesforce life before Elements, I can’t imagine being an Admin/BA/Consultant without this tool anymore.

    Sanat Sethi, MaRS Discovery District
    Sanat Sethi, MaRS Discovery DistrictSALESFORCE ADMIN
  • ★ ★ ★ ★ ★

    Love this APP!!! Just found the Align Top and Distribute Horizontally functions in Elements Cloud and LOVE IT! Thank you for key organizational functions in mapping out progress for clients along their Salesforce Roadmap! When used to document and clarify processes with clients, I am finding this a game changer! 

    Justin Barss, Now IT Matters
  • ★ ★ ★ ★ ★ is a Game Changer! has truly made my life as a Product Manager so much better. This freemium software is a Business Analyst/SF admin’s dream and allows one to get a full picture of their production orgs and sandboxes, and so incredibly easy to use. 

    *the SF Org Config / Ref model gives us an up to date and holistic look at our org, from a birds-eye to drill down – it’s searchable and links you directly to the proper setup page for whatever you’re looking. 

    *The org analytics allow us to see where documentation is thin, and what fields and reports are being used, or not used. This enables us to ensure we are running a lean and clean org. This has been so incredibly helpful.

    *The process visualization mapping allows us to go to end stakeholders and truly document their business processes from end-to-end. I mean, you can’t put a system around an undefined process. This keeps everyone accountable and on the same page. 

    Since we’ve been using, we’ve seen great advances in functionality and are looking forward to what’s next. This is an essential tool for any Salesforce implementation.

    Kimin Kirkpatrick, W.W Norton
  • ★ ★ ★ ★ ★

    Some jump straight to designing the technical solution. Clout’s primary focus is on business outcomes. That’s why we use Elements to capture the key business processes up front. It is simple to use and very powerful and most importantly we can collaborate in real time on developing process maps with our customer. Elements has given us the ability to build out a library of standard business processes which we use to build the solution map for each client. The maps are not just part of the design process, they form a key part of the project documentation and are invaluable for UAT and training. Using Elements is productive, supports better business outcomes, and delivers reusable process knowledge. I am a big fan.

    Kieran Carrick, CEO, Clout Partners
    Kieran Carrick, CEO, Clout PartnersCEO, CLOUT PARTNERS
  • ★ ★ ★ ★ ★

    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. 

    Mike McKintyre MBE, Xenogenix
  • ★ ★ ★ ★ ★

    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.

    Jim Boots, Global Process Innovation
    Jim Boots, Global Process InnovationAUTHOR AND PRINCIPLE
  • ★ ★ ★ ★ ★

    Very Exciting for our Team. I schedule product demos for our team of Salesforce Consultants. Out of all the products I suggested for upcoming Demos, Elements Cloud was the most sought after from my teammates. Our consultants were excited and engaged during the presentation, and had many use cases and experiences with clients to share with Ian during his demo. The questions asked by the Consultants that started with “can you do *this*” were all answered with YES you can. Our consultants rave about the App as well as working with clients who use Elements Cloud.

    Meagan Johnson, Now IT Matters
    Meagan Johnson, Now IT Matters EXECUTIVE ASSISTANT
  • ★ ★ ★ ★ ★

    Great product & awesome support. I’ve never had official training on proper documentation, but the Elements product and team have helped get me closer to a documentation expert. A great app with great support and education! 

    Bill Powell, Tiny Feet Cloud Services
  • ★ ★ ★ ★ ★

    Our team was first introduced to Elements earlier this year. Over time we’ve found that the product has become invaluable for our clients – and we recommend it routinely. For a pittance of a price, Elements will bring clarity to the chaos that we see, as consultants, to so many existing Orgs. Firstly, the ability to clearly map out a business process is something that is not often done. Now, our customers may have mapped out the steps in Salesforce, for a training document, perhaps, but the connection from the ‘HOW’ the business works, to the ‘WHAT’ is done in Salesforce to accommodate the process is entirely absent. Further, six months, or a year down the line, no one has a clue ‘WHY’ something was done a certain way. Elements makes those connections, easily. We have a client that is now just learning importance of sandboxes and not doing everything in production. In the past, they have made changes to a something like a field label and API name that is a member of 3 workflows, 4 Process Builders, 20 validation rules, 7 formulas and so on. We’d get a panic “OMG Everything is broken!” call and have to decipher what happened. Now, our client can see what the contingencies are +before+ they make the change, saving everyone a lot of headaches. Run into an issue, or have a question? The Elements team is on it in a flash. For half the cost of a Starbucks coffee each day, you can have peace of mind and order in your Org. Awesome! And… no, they didn’t pay or bribe me to write this review.

    Adam Schoolsky, Sadhana Consulting
    Adam Schoolsky, Sadhana ConsultingSENIOR 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
  • ★ ★ ★ ★ ★

    As a nonprofit, tying to document, create procedures and help the end user in their day to day is a challenge. But in just a few short weeks, our whole org is seeing the value of this app. Being able to create maps that show step by step for the end user, without making it “look” like a process map. Links to overall procedures and step by steps, breaking up the training in bite size functions, is awesome. It will help us get all of our processes out of everyone’s head or notes, etc and get them ordered for everyone. From the Admin, being able to see details of the org, which objects/fields have descriptions, are they used in flows, apex, page layouts, etc. That in itself is worth the cost for me. I would recommend this app to any nonprofit, regardless of size.

    Heath Parks
  • ★ ★ ★ ★ ★

    Governance is not an ‘option’ any more – it’s a ‘must’. After watching Ian Gotts present at the Salesforce Boston World Tour last year (2018) – we finally bit the bullet and purchased Elements. We’re already seeing value with the Chrome plugin which displays a wealth of information about our metadata right within our Salesforce set-up screens (see screenshot). With the speed at which we are building upon the platform; and the strategic value this platform provides to the organization (not to mention compliance related implications like GDPR) we cannot ignore the governance requirements that have historically been bypassed in this Saas platform. Documentation, Change-control, contextual Information, “meta-data on meta-data”, integration tracking; is not an option any more – it is a requirement for success. I highly recommend, start by reading the Chaos to Control ebook.

    Justin Donlon
  • ★ ★ ★ ★ ★

    Indispensable. I recently came across 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
  • ★ ★ ★ ★ ★

    A chemical reaction for Implementation (and Lightning migration) success! Once introduced to your Salesforce environment Element’s Catalyst significantly improves your Salesforce implementation and/or enables successful Lightning migration outcomes. Catalyst answers the WHY [it was customized that way] within your environment by documenting the HOW [your business operates] and the WHAT [changes were made to Salesforce] of any org. Results are presented elegantly in a symphony of powerful metrics, process flows and easy to read, simple to produce framework for end user training. Elements is an enzyme for your orgs best practices execution. Hands down – a MUST have if it’s your responsibility to enable end users to do their jobs efficiently with a maximum return on the Salesforce investment. GET CATALYZED by Elements!!!

    Ed Schlesinger, Studentforce
  • ★ ★ ★ ★ ★

    A must have in any org! I’m an accidental admin who inherited a SF org without a single line of documentation. As a new solo admin I struggled to understand what was going on. After discovering Elements Catalyst a whole new world opened up. I will never forget the feeling I had the first time I ran analytics – I felt as the thick fog surrounding me for months was finally being lifted! Not only the tool is amazing, their support is awesome. They’re knowledgeable and helpful and I couldn’t recommend it more! Each day I discover more amazing functionalities that help us build data driven strategy. I only wish I knew about it earlier.

    Tanja Janiic, Council of International Schools
    Tanja Janiic, Council of International SchoolsSALESFORCE ADMINISTRATOR