Salesforce Configuration Mining From months of Org Discovery to Minutes. Turn your Salesforce Blackbox into an Actionable Blueprint through Salesforce Configuration Mining. Understand what’s really in your Org Scale Agentforce Unlock AI Readiness Deliver Governed Change Book a demo Explore platform Some of the clients we have helped Watch the demo Built for the people who own the platform but never get the full picture. Until now. You can’t build agents on a black box Without visibility into your processes, data relationships, and execution logic, you’re building on assumptions. That’s risky, unscalable, and sets you up for failure. Nobody knows what’s really in their Org Even experienced teams struggle to understand how automations, dependencies, and object models actually behave. What’s configured and what’s running are often two very different things. Discovery takes months, and no one wants to do it Manually documenting processes, unpicking CPQ logic, and tracing automation paths is time-consuming, expensive, and usually out of date before it’s finished. From Blackbox to Blueprint Elements visualizes your Salesforce Org by generating dynamic diagrams of processes, data models, automation logic, and CPQ pricing from your metadata – turning your Org from a blackbox to an actionable blueprint. Process Documentation on Demand Process configuration mining allows you to ask very detailed technical questions of your Org by mining your metadata. It mines your Salesforce metadata to provide you with a detailed map of the automations and permissions that drive the processes in your Org. Data Models Data model configuration mining allows you to generate comprehensive, detailed data model diagrams directly from your connected Salesforce Org. This means you can quickly understand your Org’s schema for a given capability, and can understand the data entity relationships across your Org. Order of Execution Uncovered Coming soon For any Salesforce object, AI can generate an order of execution diagram. Visualize how your flows, apex, validation rules, escalation rules, required fields, and other components come together, so you can debug and enhance automation issues efficiently. Every step in the diagram is linked to corresponding Salesforce metadata, allowing development teams and technical teams to quickly navigate and make changes to affected automations. CPQ Quoteline Microscope CPQ Quote Line Microscope gives you instant clarity into how any price was calculated, visualizing the full price waterfall and pinpointing where logic may have gone wrong. It provides teams with a new level of transparency that helps catch pricing discrepancies early, before they lead to quoting delays or revenue leakage. Why the world’s leading teams trust us 300 FTE Years Built on 9 Years Metadata Mining Organizations who are in their element The best thing about Elements is that it drives ROI at every single part of the customer journey from pre-sales all the way through to managed services. Ciara Skiles Director, Business Transformation We’ve used Elements to start retrofitting documentation across everything we’ve delivered: it’s not complex to do, and the tool makes it quick Mike Page Head of Enterprise CRM & SRS Elements aligns with our values: build things the right way, that drives real digital transformation ROI Pallavi Agarwal CEO & Founder Elements.cloud gives me an X-ray of my client’s org. I can immediately see what’s really going on Jitendra Zaa Chief Technical Architect Elements allows us to get our arms around what the architecture looks like and where the landmines are Amanda Wodzenski Founder With Elements.cloud, we were able to identify 18 different packages that were unused or underutilized. We removed nearly 200 custom objects, all in less than a day. Andrew Russo Salesforce Architect We frequently broke things in our system because we didn’t have the full picture. Elements gave us that visibility. Nils Heblich-Menke Chief Product Owner, Bosch Elements is a preferred tool for our Global Professional Services team, we use it on Salesforce implementations all the time Miriam McCabe Sr Director, Global Delivery Innovation Frequently asked questions What is Configuration Mining? Configuration Mining takes Salesforce confirmation (metadata) and analyzes it to create diagrams that describe the business operation or architecture. This could be an end to end process, a data model, a CPQ price waterfall, etc. What diagrams can Configuration Mining generate? The current diagrams available through Config Mining are: Salesforce Process Maps (UPN): It mines your Salesforce metadata to provide you with a detailed map of the automations and permissions that drive the processes in your Org. Salesforce Data Models (ERD): quickly understand your Org’s schema for a given scope, and can understand the data entity relationships across your Org. Think of this as a far more intelligent Schema Builder. CPQ Quoteline Microscope: gives you instant clarity into how any price was calculated, visualizing the full price waterfall and pinpointing where logic may have gone wrong. (In Development) Order of Execution: For any Salesforce object, AI can generate an order of execution diagram. Visualize how your flows, apex, validation rules, escalation rules, required fields, and other components come together, so you can debug and enhance automation issues efficiently. (In Development) Agent Interaction Maps: Lets map out your agent architecture showing the connection points between the different Topics in an Agent. (In Development) Apex UML Diagrams: Ever need to understand and explain how Apex works and need a diagram? Far faster than reading all the comments. What’s the difference between Configuration Mining and Process Mining? Think of Configuration Mining as the map of the city with all the dark alleys and cut throughs. Process Mining shows the most popular routes (where there are sensors) over a set period of time. Configuration Mining tells you every possible path that any user could take based on the Salesforce configuration. The ability to quickly visualize the operational, compliance, and adoption impact of changes is huge. Salesforce Process Mining tools tell you what paths users have been taking through screens based on tracking users when they are updating fields over a set period of time. It needs to make assumptions based on the sequence of screens the users navigate, the automations that may take place, and the manual activities, while also being limited to the number of fields that can be tracked. That is why the combination of Configuration Mining and Process Mining is so powerful. Does Elements.cloud have Process Mining? Not yet, but this will be a very powerful combination is on the way. We already sync with the Salesforce Event Logs, so it will be very easy to develop Process Mining on top of Configuration Mining. It is on our roadmap and is currently being architected. Is Configuration Mining AI? No, and Yes. We invested 300 FTE-years of effort to build the application that syncs and analyzes all of an org’s metadata in minutes. This is foundational for automated Configuration Mining. To build the process diagrams and data models, we need to run a huge sequence of analysis programs that builds a table. Our AI process Mapping engine takes that table and draws the diagrams. The specification for Configuration Mining was 60 pages, and it took 6 months of development by our most senior development team. Does Configuration Mining pass all our metadata to an LLM? No. We only use AI to build the diagrams so only a subset of metadata is passed to the LLM, it is not in context, and the LLM is not using it as training data. What Salesforce clouds metadata does Configuration Mining access? It is analyzing all the metadata related to the scope of the question that was asked. You ask a question using natural language and it asks you to select from a list of objects that are related to the question. It then offers record types and processes that are relevant to choose from. And finally, it lists the fields that would kick off the process. Based on these input criteria, the analysis considers all the related metadata and metadata analysis, including; fields, validation rules, page layouts, automation, Apex, permissions and profiles. Who would use Configuration Mining? There are a number of roles; CIO / VP / Platform Owner: Reduce the risk of your org Improve compliance and data governance Drive up team productivity and collaboration. See where to prioritize your resources to get the biggest bang for your buck. Saves on cost of weeks of manual analysis by SI More accurate bids from SIs you are inviting for proposal Architect / Business Analyst / Admin / Developer Make informed decisions on optimization and change planning Unparalleled insights into the current state of the org Ask natural language questions to drive the scope and perspective of the diagram Architect, design, and implement better solutions, more quickly, with confidence Consultant Avoid time lost to manually documenting client orgs Drive more value for clients Easily scope work and produce more accurate bids to avoid under-quoting Produce more competitive bids and win more work Make recommendations with greater confidence Does Configuration Mining use Managed packages as input? Yes. But it cannot look inside Apex as that is compiled in a Managed Package. It can see the automation and of course all the enhancements that you’ve made to the Managed Package: objects, fields, page layouts etc etc. Does Configuration Mining use Industry Cloud metadata? Yes, with the limitations of Managed Packages above. We don’t currently use Omnistudio metadata, but it is in the roadmap Does Configuration Mining use Agentforce metadata? Not yet. We do have the metadata analysis. Using it for Configuration Mining is in the roadmap. Does Configuration Mining use Data Cloud metadata? Not yet. We do have the metadata analysis. Using it for Configuration Mining is in the roadmap. Can Configuration Mining be extended outside Salesforce metadata? No. We can build metadata dictionaries for other systems, and we have the core analysis patterns to do the analysis. But this is further down the roadmap. How do I learn more? Check out our deep dive into the transformational impacts of Configuration Mining, as well on more detail on how it works and specific use cases.
