Elements for Architects

You’re architecting a complex Salesforce Org – Agentforce, Data Cloud and multiple clouds where every change impacts dependencies, security, and design. Take back control to make secure, scalable decisions with confidence.

Architect enterprise solutions
Establish process, data and metadata governance
Design secure permission structures

Some of the clients we have helped

Solutions for extraordinary architects

Architecting a Salesforce Org is complex—every change carries risk, dependencies are hard to track, and keeping everything well-structured feels like a constant battle. We get it. That’s why we’ve built a solution for architects like you—giving you the clarity, control, and confidence to design with precision.

Business Analyst agent

Use AI to scope out the use case and generate the process diagram that describes the Topic (JTBD). Use it to jump start your agent journey.

Topic design and instructions

Engage stakeholders to agree on agent design and the metadata that drives the actions. Autogenerate the instructions and test utterances to drive consistency.

Audit trail and versioning

Have the confidence to iterate the agents quickly with an audit trail of diagram changes and then deploy with versioned documentation that provides governance.

Agentforce metadata

Minimize risk and enhance reusability by tracking metadata dependencies across core, Agentforce, and Data Cloud via the metadata dictionary documentation.

Metadata analysis

Get instant insights into your Salesforce metadata with Elements.cloud. Visualize Org models, analyze reports, and track field population for accurate analytics and better decision-making.

Impact assessment

Understand change impact with Elements.cloud’s dependency trees and grids. Assess risks from stories and see how changes affect your Org to target the most efficient deployment strategy.

Access and compliance

Ensure security and compliance with Elements.cloud’s Permissions Explorer. Quickly review permissions, access levels, and field security to maintain governance and control.

Automated architecture diagrams

Simplify your work by instantly generating AI-powered ERDs, system landscapes, and flow designs—giving you a clear, accurate view of your Salesforce Org without the manual effort.

Process-led design

Collaborative design ensures a robust architecture with auto-generated process and architecture diagrams, change tickets, and versioning—ensuring clarity, control, and consistency in every decision.

Pre-built solution templates

Hit the ground running with pre-built public ERD templates for every cloud. Create your own internal templates for multi-cloud deployments.

AI Generated User Stories

Accelerate user story creation by generating complete user stories directly from process diagrams. This ensures consistency and accuracy, highlighting gaps in business analysis that could lead to rework.

Integration with Jira

Bidirectional user story sync, Jira integration keeps business and IT teams aligned and ahead of the game with metadata impact analysis. Support for other ticketing tools coming soon.

Releases and Change History

Track changes with Elements.cloud’s release logging. Capture diagram versions, related stories and requirements, and metadata changes to maintain a complete release record. Know exactly when a release was published and what it contained.

What happens if you don’t have clear architecture

Architecting a Salesforce Org without complete visibility is a risky guessing game.

Without a structured approach, you could face:

Agents the underperform

They need well-understood processes, strong data goverance, and documented metadata, to operate reliably at scale.

Costly Rework

Undocumented dependencies lead to broken processes and expensive fixes.

Security & Compliance Risks

Misconfigured permissions expose your Org to vulnerabilities.

Inefficient Workflows

Teams waste hours manually mapping architecture instead of building scalable solutions.

Slow AI & Integration Development

A fragmented Org slows innovation and delays rollouts.

Why the world’s leading managers trust us

1500 +

Trusted by over 1,500 Salesforce professionals globally.

60 %

faster org analysis, helping teams unblock delivery issues sooner.

50 %

reduction in deployment errors using impact analysis.

Used

by teams at Bosch, IBM, and LSE.

Frequently asked questions

An architect cannot be effective switching between different tools to find the information to make decisions. An enterprise architecture tool connects the information which saves time and frustration. It ensures nothing falls through the cracks.

CTA is the highest level of certification. But there are different types of architects who all need a tool for documentation solution architects, functional architects, data architects, and technical architects.

There are no hard and fast definitions and there is obviously some overlap in the roles or titles. But here is our view:

  • Solution Architect: Responsible for the overall design of the Salesforce solution.
  • Technical Architect: Responsible at a deeper level for the technical implementation of Salesforce and integrated systems.
  • Data Architect: Responsible for defining and designing the data architecture in such a way that it is scalable.
  • Enterprise Architect: Has oversight of all involved Architects. An all-encompassing role that includes the business.
  • Transformation Architect: Responsible for defining the target operating model, skill sets, managing resources, governance and stakeholders.

You can find more information about Salesforce Well-Architected, here.

Salesforce diagramming framework can be found here. Elements support this notation and more.