Elements for Salesforce CPQ Elements.cloud simplifies the complexity of Revenue Cloud by enabling teams to design, troubleshoot, and govern CPQ and Billing configurations, ensuring accurate pricing, faster quoting, and minimized revenue leakage. Understand CPQ Complexity Ensure Pricing Accuracy Accelerate CPQ Changes Improve Troubleshooting & Governance Talk to us Explore platform Some of the clients we have helped Unlock the Full Potential of Revenue Cloud with Elements.cloud Stop Revenue Leakage Ensure Accurate Price Calculations Accelerate Bulk Updates to CPQ Configuration Reduce CPQ Complexity Diagnose and Fix CPQ Errors Faster Enhance Governance & Compliance Understand and Optimize Product Configuration Minimize Risk When Making CPQ Changes Future-Proof Your CPQ Implementation Why Elements.cloud for CPQ? Salesforce CPQ configurations are fragile. A single change to a rule, price book, or calculation can ripple across your entire system, breaking workflows and creating costly pricing mistakes. With Elements.cloud, you can track dependencies, troubleshoot errors, and confidently implement CPQ changes. Say goodbye to endless admin work and firefighting – and say hello to a reliable, optimized CPQ system, ready for migration to the new Revenue Cloud. Book a demo Explore platform Smart Features for CPQ Management Updated CPQ Quote Line Microscope Pricing discrepancies can cause major quoting issues and lead to revenue leakage. We can show you exactly how a price was calculated and where errors may have occurred.with our Quote Line Microscope. It is a powerful diagnostics tool that can visualize the price waterfall. CPQ Rule Impact Analysis Understanding CPQ rule behavior can be challenging. With Elements.cloud, you can see which products, conditions, and actions are affected by each rule change, across your entire CPQ, Advanced Approvals, and Salesforce billing setup. This ensures your pricing strategies remain intact. Bulk Analysis for CPQ Records Manually updating product codes and price books is tedious and error-prone. With Elements.cloud, you can bulk analyze SKUs, product names, codes, and families at scale. You can be confident that any business changes will be consistently applied across your entire product catalog and price calculations. Change Tracking & Governance for CPQ Easily track changes to CPQ rules and revert when necessary. Elements.cloud automatically logs all modifications to CPQ configurations, providing a clear audit trail for compliance and troubleshooting. If an issue arises, you can quickly revert to a previous version without disrupting your quoting process. Talk to us Explore plaform Why the worlds leading teams trust us 541 x Faster impact analysis than with most other vendors 11 x Faster work-to-be-done documentation Organizations who are in their element Elements.cloud allows my team to assess risks quickly and make informed decisions. We can evaluate potential impacts of feature requests and implement them with speed and confidence. G2 Elements.cloud was instrumental in helping Bosch accelerate their Salesforce rollout while reducing risk. Nils Heblich-Menke Bosch, Chief Product Owner It is very amazing to me how many profiles and permission sets in Salesforce environments use the View All and Modify All permissions at both the object and system level. Matt Meyers Salesforce Certified Technical Architect (CTA), EZProtect Using Elements is like having a Swiss Army knife for Salesforce. It’s become an integral part of our Salesforce-focused methodologies. Daniel Keith Tenger Ways Frequently asked questions What is Elements and how does it integrate with Salesforce Revenue Cloud? Elements is a comprehensive change intelligence platform designed to optimize the implementation, management, and adoption of Salesforce Orgs, specifically tailored for Revenue Cloud. It integrates seamlessly with your Salesforce environment, syncing all relevant metadata, attributes, and dependencies, giving your team accurate insights into your Org’s configuration and the impact of making changes on revenue processes. How do Elements’ revenue-specific templates benefit my Salesforce implementation? Elements offers sales-specific business process, capability map, and data model diagram templates. These visual and editable assets allow you to understand the out-of-the-box configuration of Salesforce Revenue Cloud and easily identify the need for customizations. This accelerates business requirement discovery and solution design, ensuring that your sales processes are optimized for efficiency and effectiveness. How can Elements support compliance with industry-specific regulations like GDPR and CCPA in revenue operations? Elements provide robust insights into which users have access to sensitive customer and sales data, and why. With org-wide reports on profile and permission-set based access, and custom classifications of your metadata, you can easily document and audit if sensitive data is protected, ensuring compliance with industry regulations and internal governance standards. How does Elements help manage the unique complexitities of Salesforce Revenue Cloud? Elements.cloud addresses the key Revenue Cloud challenges, such as price rule overlap, missing audit trails, and complex product configurations. With real-time change tracking, dependency mapping, and detailed configuration insights, you can resolve issues quickly and maintain compliance. How does Elements improve user adoption of Salesforce Revenue Cloud? Elements allow your teams to streamline your operation processes and ensure your solutions meet the business needs. All of that documentation can be turned, with a click of a button, into contextual, in-app help available to users inside Salesforce. Feedback and usage reporting enables you to understand user behavior and pinpoint UX or training enhancements that will increase adoption.
