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. Centralized, always up-to-date documentation Automated metadata and process capture Clear dependency and impact insights Collaborative, team-friendly platform Book a demo Explore platform 1 # Change Intelligence Platform 600 + Customers 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. More difficult to adopt Agentforce Without well-understood business processes, and clear metadata documentation building agents that work consistently is challenging. Agents offer competitive advantage for organizations that have a solid foundation to build on. Accurate documentation is fundamental. Hidden complexity Without proper documentation, your Salesforce Org becomes difficult to navigate, making it harder to understand how one change affects another and increasing the risk of costly mistakes. Reduced Agility and Increased Technical Debt Poor documentation leads to technical debt as teams are not confident that metadata can be reused. This adds complexity, slows development, and adds risk to every change. It also makes it difficult to reduce technical debt with confidence. Loss of institutional knowledge Without a centralized platform, critical information becomes siloed across teams, leading to fragmented knowledge, miscommunication, and inefficiencies that grow over time. 95 % User productivity improvements. 60 % Reduction in security incidents. 3 x Faster feature delivery with reduced rollbacks. 50 % Lower compliance violation costs. Book a demo Unleash Your Potential Build your Centre of Excellence with Elements.cloud Talk to us 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: Automated Metadata Save time with metadata that is automatically updated and documented so that it is easily understood or can be queried by AI. AI-generated Process Diagrams: Accelerate change with diagrams that explain your Org configuration, or are created from existing documentation by AI. Centralized Platform Eliminate silos with a single source of truth accessible to all teams, improving collaboration. Clear Insights Gain visibility into dependencies and risks, making changes faster and safer. Book a demo 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. Find out more Automated Diagrams Instantly generate process and architecture diagrams using process configuration mining to visualize your Org’s structure and workflows accurately. Find out more 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. Find out more 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. Find out more 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 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 How do I document my org in Salesforce? 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. How does documentation help 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. What is a metadata dictionary? 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. What are the different types of documentation? 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. What is best practice for documentation? 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. Can I trial Elements? Yes. Talk to us.
