Salesforce Configuration Mining From months of Org Discovery to Minutes. Turn your Salesforce Blackbox into an Actionable Blueprint. 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documenting processes, unpicking CPQ logic, and tracing automation paths is time-consuming, expensive, and usually out of date before it’s finished.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 worlds 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 ElementsGPT and how does it enhance my Salesforce experience? ElementsGPT is a GPT-powered guide designed to optimize your Salesforce team’s effectiveness. It can help them make better change decisions, faster. Elements combines deep knowledge of your org’s metadata configuration and business process documentation with GPT’s reasoning capabilities. This allows ElementsGPT to offer personalized, contextual recommendations specific to your Org and your stakeholders’ needs. How does ElementsGPT user story creation work? ElementsGPT uses GPT to generate accurate user stories directly from business process diagrams. It takes your activity boxes on process diagrams as the context for the GPT prompts. The user stories and acceptance criteria are created for each resource attached to an activity box. The user stories are attached to the related activity box. How does ElementsGPT protect my data? ElementsGPT is currently in closed beta. Upon release, it will not be automatically available for every client. You will need to explicitly ask to have this feature enabled, hence you have the option to opt out if your company policy forbids the use of generative AI. ElementsGPT does not share your Org’s data with external parties. We have no visibility of your Org’s data. We do store an understanding of your Org’s metadata configuration. When you use ElementsGPT we first search for metadata most relevant to the context of your question. The top results are then passed to the GPT engine for analysis. Therefore, your Org’s configuration information is never fully exposed. For any metadata component, ElementsGPT is only aware of its name and a short description that captures roughly what a component does and how it works. But no sensitive information (like detailed apex code) is ever passed through to GPT. How does ElementsGPT contribute to best practices compliance? ElementsGPT recommendations consider your Salesforce org configuration alongside Salesforce’s Well-Architected Framework, a set of industry standards and proven methodologies. This ensures a solid and robust foundation for your Org, promoting the efficient use and management of Salesforce. How does ElementsGPT improve efficiency within my Salesforce Org? ElementsGPT saves you time on manual documentation of tasks and audits of your Org’s configuration. It also means that any team member, no matter how junior and unfamiliar with your system, can quickly understand what existing features can be reused, extended, or need to be built to support business requirements. How does this change how I manage Salesforce? Business Analysts and Admins should focus on documenting the business processes in Salesforce-endorsed UPN process maps, and document the Salesforce metadata items that support those processes. That will improve the quality of the user stories and recommendations that ElementsGPT makes. Can I ask questions about the Well-Architected Framework or the Release Notes? Yes. Just like asking your org a question, we’ve provided the same ability to have a conversation with the Salesforce Well-Architected Framework, or the Salesforce Release Notes. But remember, these were written when the expected audience was humans who understand nuances and euphemisms, not AI, which can often be very literal. 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 with 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? Yes. Talk to us.
