Elements for Financial Services Cloud Elements.cloud helps financial institutions unlock the full potential of Financial Services Cloud by visualizing key customer processes, ensuring data accuracy, and enabling faster implementation of regulatory and compliance changes. Uncover financial workflows Reduce complexity Accelerate Agentforce adoption Talk to us Explore platform Some of the clients we have helped Unlock the Full Potential of Financial Services Cloud with Elements.cloud Uncover who has access to what, why, and generate rich access reports Strengthen change governance with real-time alerts on unexpected changes Ensure data integrity with structured, automated data models Accelerate financial process optimization with automated process generation Make faster, safer changes with automated impact assessment Prevent system complexity and tech debt by continuously monitoring Org health Maintain a single source of truth with always up-to-date Org documentation Enable process-led design by helping admins and architects scope user stories Keep business stakeholders in the loop with clear change visibility and approvals Why Elements.cloud for Financial Services Cloud? Financial institutions depend on Financial Services Cloud to manage client relationships, regulatory compliance, and risk assessments. But without clear visibility into metadata, process dependencies, and automation, system complexity can grow unchecked. Elements.cloud helps simplify compliance, optimize workflows, and improve process visibility, ensuring that every customer interaction and regulatory requirement is supported by a well-structured system. Visibility into the core operational processes identifies opportunities to implement Agentforce. Element’s proven process-led approach can accelerate the adoption of employee, partner or customer-facing agents. Book a demo Explore platform Smart Features for Consumer Good Cloud Management A process-led approach for designing, building and governing agents enables them to be deployed more quickly with confidence. Elements.cloud for Agentforce provides support for the Agentforce Implementation Lifecycle – from idea to deployment. And it helps you iterate more quickly and still stay in control. Updated Automated Impact Assessment Financial Services Cloud configurations are complex, and small changes can have unexpected consequences across automation, reports, and integrations. Elements.cloud automatically maps metadata relationships, providing an instant impact assessment before changes are made—reducing risk and preventing costly disruptions. Process-Led Design Elements.cloud enables teams to document and optimize retail processes using Universal Process Notation (UPN)—a simple, structured approach that aligns business and technical teams. With clear process diagrams, teams can collaborate on data use cases, identify improvements, and automatically generate stories to ensure complete solutions get built. Automated Salesforce Diagrams Elements.cloud generates living Salesforce diagrams that give teams instant clarity into their system architecture. Whether it’s process flows, data models, or the order of execution for automation, these auto-generated diagrams ensure teams understand, troubleshoot, and optimize Consumer Goods Cloud efficiently. Change Tracking & Governance Consumer Goods Cloud constantly evolves, but uncontrolled changes introduce risks. Elements.cloud provides a detailed audit log of all modifications, alerting teams to unplanned or unauthorized changes—ensuring change in governance, security, and compliance. Access & Compliance Visibility Security in Consumer Goods Cloud is critical, but understanding permissions can be complex. Elements.cloud delivers comprehensive access reports, showing who has access, how they got it, and whether it aligns with security policies—enabling better compliance and governance. 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
