Automate Salesforce Documentation
Elements.cloud helps you create and maintain comprehensive Salesforce documentation by automatically capturing your Org’s metadata, dependencies, and processes in one centralized platform. Combined with auto-generated process diagrams it forms the institutional knowledge of your business that Agentforce and your teams need to be able to drive changes quickly.
Reduce the effort to maintain documentation
Agentforce relies on great documentation to ground its decisions. Building agents requires a solid understanding of the business. A lack of good documentation is a consistent theme in every Org and this has become a critical issue. Automating org documentation supported by AI is helping redress the balance.
95 %
User productivity improvements.
60 %
Reduction in security incidents.
3 x
Faster feature delivery with reduced rollbacks.
50 %
Lower compliance violation costs.
Automated documentation that Salesforce innovators deserve
We know managing Salesforce documentation can feel tedious and time-consuming—we’ve been there too. That’s why we built a platform designed for Salesforce professionals, based on real-world challenges, to make documentation effortless, collaborative, and accurate – without adding to your workload.
Here’s how we help you take control:
Consistent, comprehensive Salesforce documentation
An up-to-date view of your Salesforce configuration, combining a metadata dictionary, process configuration mining, dependency analysis, access insights, and customizable MetaFields. This gives you the clarity and flexibility needed to manage complexity, reduce risk, and keep your Org well-documented and adaptable.
Metadata Dictionary
Automatically built and maintained to give you a structured view of all components in your org, always updated to reflect the latest changes so you can trust your documentation is current and accurate.
Automated Diagrams
Instantly generate process and architecture diagrams using process configuration mining to visualize your Org’s structure and workflows accurately.
Dependency analysis
Automatically generated and continuously updated to reflect the metadata dependencies, providing a forward-looking view of metadata relationships and the impact of any change.
Access Insights
Gain visibility into user profiles, permissions and access levels to ensure security and compliance. Understand how to migrate to a more streamlined security model, eliminating overlaps and potential security gaps.
Add Manual Documentation
Provide existing documentation with org context. Add detailed notes, context, and explanations to Org metadata for better understanding and collaboration.
Metafields
Customize your documentation by adding custom fields to metadata components, to be able to track technical debt, compliance, and project status.
Organizations who are in their element
Frequently asked questions
You need to have a metadata dictionary that is kept up to date automatically which you can then use to add manual documentation. The metadata dictionary must provide automated dependency and impact analysis.
Any decision to make a change needs to be risk assessed. The impact analysis will help inform those decisions but you need a comprehensive vew of the risk. That means being able to see all the documentation in once place that relates to a change.
Salesforce’s metadata refers to the structure and configuration of an organization. The metadata dictionary is a table of the metadata types in Salesforce, including their properties and usage. This is used to understand the impact of changes for stakeholders working with the platform. Examples of metadata listed in the dictionary include custom objects, fields, picklist values, page layouts, and automation.
Check out our guide to Salesforce Metadata for more.
Documentation is created through the entire implementation cycle; ; business analysis, DevOps, and delivery. It includes feedback, requirements, process maps, architecture diagrams, org metadata and analysis, user stories, solution designs, wireframes, specifications, testing scripts and training material.
1. A metadata dictionary that is updated nightly
2. Strong business analysis documentation processes
3. All documentation is linked to all the impacted metadata items in the metadata dictionary.
Yes. Talk to us.