Business analysis for Salesforce business analysts

Elements is the tool built for Salesforce business analysts. It provides everything you need, managed and connected on one platform.

Elements makes sure that you build what your users need, not what they said they thought they wanted. When you build the right thing, adoption will soar.

Reduce rework by 80%

Ensure your development teams are building the right stuff the first time faster.

Drive out 25% of process waste

Simplify before you automate. Engage business users in live workshops.

Maximize team collaboration

Get everyone on the same page with shared documentation.

Everything in one place

Supporting the Salesforce BA certification

Elements support all phases of the Salesforce Business Analysis Certification. With Elements, everyone is on the same page and can easily collaborate; business users, business analysts, architects, designers, admins, and developers.

The power of Elements is seeing related Salesforce documentation in the context of any change. This eliminates confusion, identifies potential conflicts early, and accelerates development.

Capturing business need

Capture and manage the changes from the highest level business initiatives down to end user requests posted on Salesforce pages. Manage through a customized set of stages. Attach documentation gathered at every stage for collaboration.

Validating requirements

Understand the requirements by mapping business processes and drawing ERD (data models). It will validate the requirements and identify new ones. Engage business users in live workshops with powerful collaboration features.

Assessing org impact

To understand the risk of the changes to Salesforce, Elements provides nightly org impact analysis, dramatically reducing manual research. This feature increases the quality of the user stories passed to development.

Delivering risk-assessed user stories

Through the Jira integration or directly, Elements provides a seamless transfer of the user stories to development. In addition, Elements offers early warning of metadata conflicts saving rework in development.

Version controlled requirements for business analysts in Salesforce

Wish Lists, feedback, and requirements

Central repository

The Salesforce BA Certification recommends a version-controlled repository for requirements and user stories. Elements provide it. But it goes further because supporting business analysis documentation can be attached so every stakeholder can collaborate.

Mapping business processes

Validating requirements

Live UPN process mapping workshops engage business users and help drive out waste. They also validate the requirements and identify new needs. Elements was designed for remote working and live mapping workshops.

Elements is the only platform that completely supports the Salesforce UPN standard; hierarchical mapping, resources, linked documentation, version control, electronic sign-off, and collaborative feedback. In addition, it is designed to work inside Salesforce setup and page layouts.

Business process mapping for Salesforce business analysts

Drawing architecture diagrams

Building a Well-Architected Org

In Elements, you can draw the different Salesforce Diagrams that architects demand, with the same power as UPN; drill downs, attachments, and version control.

Elements is an enterprise application to manage the links to metadata items and all the business analysis documentation so that they are seen in context. This ability is more powerful and less wasteful than siloed diagrams drawn in Google, Microsoft, Lucidchart, or Miro.

Impact analysis for Salesforce Busienss Analysts

Reduce rework by 80%

Early warning of issues

Business analysts can use the Elements impact analysis and conflict checking to identify issues when they are significantly cheaper and faster to resolve. That can save up to 80% in rework costs. In addition, by identifying low-risk changes, you can fast-track them, which will excite your business users.

Nightly org analysis

Impact, dependencies, and risk

The nightly org analysis ensures up-to-date intelligence on the impact and dependencies affected by a change, combined with the business processes linked to metadata. In addition, it provides an overview of technical, business, and regulatory risks.

With this intelligence, changes can be made confidently at the speed of business demands.

Reduce rework

Integration with DevOps

Elements ensure the hand-off to the development teams is seamless because it is integrated with the essential Salesforce DevOps tools – Jira, Salesforce DevOps Center, Copado, and Gearset. In addition, it eliminates potential miscommunication as the business analysis documentation is visible in the development tools.

Shift Left

Business analysis, accelerated adoption

Shift Left is shorthand: “the earlier in the implementation lifecycle we discover problems, the cheaper, faster, and easier they are to resolve.” Elements automates org analysis and provides tools that accelerate manual analysis, which speeds up the business analysis and improves the rigor. This rigor may slow down the delivery, but it will mean you get results more quickly.

Frequently asked questions

Does Elements support the Salesforce BA Certification?

Yes. Everything that the BA Cert requires can be documented in Elements. Create a free playground so that you can hone your BA skills before you take the exam.

If an organization is using Jira, is that a conflict with Elements?

Elements have a tight integration/synchronization with Jira. Business analysis can use Elements, and the development teams can use Jira. And both stay in sync.

Does Elements mandate any development methodology?

No. Whatever business analysis approach you choose to use, Elements can provide the support for all your documentation needs.

Can I trial Elements?

Yes. Talk to us.