Accelerate time to adoption

Empowering the Salesforce business analysts

Make sure that you build what your users need, not what they said they thought they wanted. Build the right thing and adoption will soar. 

The benefits are clear. You can reduce rework by 80%. You can see waste reduction of up to 25%. And you can dramatically improve time to adoption.

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Complete business analysis tool

Use for business analysis to ensure that your implementation is effective. Elements bring everything together, accelerating the work with sales, marketing and customer service teams to develop and implement new features and functionality.

We help business analysts improve performance at companies that use Salesforce by analyzing data and recommending how to optimize its use.

Elements help Salesforce users deliver best practices and become proficient in project planning and discovery activities, mapping business processes, establishing requirements and writing user stories.

The Elements platform supports all business analysis phases as the Salesforce Business Analysis Certification recommends.

Capturing business need

Ideas, wishlists and business initiatives can be managed through a set of stages to organize feedback from Salesforce pages. Add supporting information gathered during the analysis.

Gathering and validating requirements

Work with stakeholders to map out the business processes, create a data model and validate requirements.

With powerful collaborative features, these are version controlled—making your changes visible to all team members.

Assessing impact

Elements Impact Analysis reports will ensure that the user stories passed to development are tightly scoped and evaluated for risk. In addition, it will help you assess the scale of changes in Salesforce.

Delivering risk-assessed user stories

Group user stories into releases. We analyse the risk of the release so that you can allocate the right development resource. Elements will also give you an early warning of metadata conflicts before they hit development.

Business process mapping

Drive process improvements

Elements process mapping allows you to validate requirements and improve your processes, increasing productivity and reducing costs.

Elements supports the Salesforce UPN standard completely. No other tool does; hierarchical mapping, resources, linked attachments and version control. Collaborative feedback, linking to the metadata embedded in Salesforce page layouts, it is the complete solution.

Conflict resolution

Early warning of issues

Elements conflict checking can alert you to possible metadata conflicts way before they are discovered in development, saving potential days of rework. User stories also can be grouped into releases based on their risk level so that fast-tracked features do not interfere with critical deadlines.

Drawing architecture diagrams

Building a Well-Architected org

Using Elements to draw Salesforce diagrams makes them valuable, connected artifacts. The diagrams have drill-downs, attachments and version control.

They can be linked to diagrams, metadata items and other business analysis artifacts, requirements, process maps, user stories, and releases. These become a part of a complete story than the siloed diagram you’d draw in Google, Microsoft, Lucidchart or Miro.

Org analysis

Understand the impact, dependencies and risk

By understanding the org impact and dependencies, the technical risk of the user stories can be assessed. It will also identify new user stories that are required. The business processes will surface the business and regulatory risk.

This requires a comprehensive understanding of your org configuration, but is impossible without the automated, nightly analysis of your org that Elements provides.

Wishlists, feedback and requirements

Stay on top of changes

Elements provide a version-controlled repository for requirements and user stories. The Salesforce Business Analysis Certification recommends this approach because it means you are in control.

Track the status of any change and drive them through a customizable sign-off process. Link supporting information and business analysis artifacts to any change as it moves through various stages of development.

Engage all stakeholders

RASCI modelling

The RASCI model is a business analysis tool used to identify roles and responsibilities across business processes.

Elements UPN approach make it easy to visualize RASCI without making the diagrams complicated. The reporting across multiple diagrams shows where to engage stakeholders, provide training programs and mitigate risk.

Use Elements to take your RASCI analysis to the next level and save you time.

Shift Left

Analysis accelerates adoption

The cost of making changes is cheaper the earlier the problem is discovered. That is the principle of Shift Left.  It is too easy to “just” begin building before establishing what is needed. Business analysis is critical to ensure you “build the right thing.” What seems to slow down the delivery will mean you get results more quickly saving you time and cost in unnecessary rework. 

A seamless ALM

Integration with DevOps

Elements is integrated with the key Salesforce DevOps tools like Jira, Salesforce DevOps Center, Copado and Gearset. 

Elements makes the handover from business analysis to the development teams smoother and more effective, providing the business analysis documentation in the context of the user story.

Frequently asked questions

What Is business process mapping?

Business process mapping is a visual representation of the steps within a business process, including who does what, how success or failure is evaluated, and how steps are linked to one another.

What are the benefits of Salesforce business analysis?

Business analysis can help organizations improve their efficiency, productivity, and customer satisfaction. By identifying and addressing inefficiencies, organizations can streamline their business processes and make better, more informed decisions.

Does Elements support the Salesforce Business Analysis Certification?

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

Does Elements integrate Jira?

Elements’ tight integration/synchronization with Jira makes it easy for business analysts to use Elements, and development teams can use Jira. And both stay in sync.

Which business analysis methodologies does Elements recommend?

Elements is a flexible and scalable platform compatible with whatever business analysis approach you use. In addition, Elements can provide support for all your documentation needs.

What does a Salesforce business analyst do?

As a Salesforce business analyst, your job will be to survey and evaluate a company’s business procedures, administration, and data needs. Then, you’ll work to design and implement the Salesforce customer relationship management (CRM) platform across the entire organization.

Can I trial Elements?