Get Salesforce Implementation right

Whether you’re launching a greenfield Salesforce org, developing Agentforce agents, or implementing new clouds such as CPQ, getting it right first time is critical. Elements.cloud helps you take a process-led approach, mapping requirements to user stories, tracking metadata changes, and embedding in-app guidance—ensuring a scalable, well-adopted implementation from day one.

Accelerate time to value
Ensure long-term success
Drive adoption from day one

The risk of not taking a process-led design approach

Build the right thing and eliminate rework

With a process-led approach, ensure that requirements are validated eliminating costly rework which would slow down adoption and impact the business.

Improve estimations with metadata analysis

Develop more accurate estimates for change and eliminate surprises with deep metadata analysis insights. Use AI to ask questions of your Org metadata and security permissions.

Automated documentation reduces technical debt

An undocumented implementation causing knowledge gaps, compliance risks, and major challenges when scaling or making future changes. Automated metadata and process documentation based on metadata fills that gap.

95 %

User productivity improvements.

60 %

Reduction in security incidents.

3 x

Faster feature delivery with reduced rollbacks.

50 %

Lower compliance violation costs.

Unleash Your Potential

Build your Centre of Excellence with Elements.cloud

What Greenfield and Reimplementation Look Like with Elements

We understand that a greenfield or reimplementation of Salesforce is a huge project. That’s why we provide the structure, visibility, and process-led approach needed to ensure a smooth, scalable, and user-friendly implementation from day one. Whether you’re starting fresh with a greenfield setup or course-correcting with a reimplementation, Elements helps you stay in control every step of the way.

Minimized rework

Well-structured requirements, mapped to metadata changes, ensure fewer errors and costly revisions.

Seamless handover

A fully documented solution makes transitioning to operations effortless.

Requirements validation

Ensure what gets built aligns with business needs, reducing gaps and misconfigurations.

Stronger user adoption

Embedded diagrams, in-app help, and structured feedback loops drive engagement and ensure users understand the system.

Features to futureproof your Org

With the right tools, you can confidently build an implementation that scales with your business. These features help ensure your org is structured, documented, and future-proofed from day one.

Process led design

A successful Salesforce implementation starts with a clear understanding of business processes. With Elements.cloud, you can automatically generate process diagrams from org metadata. Then refine them before making changes, ensuring your implementation is aligned with real business needs.

For reimplementation, a process-led approach helps streamline existing processes ensuring your org is built for long-term success.

Requirements and user stories

Elements.cloud connects business requirements to AI generated user stories, ensuring that every change is documented and directly mapped to system functionality. This reduces misalignment between business goals and technical execution.

For reimplementations, having structured requirements helps identify what needs to change, what should be retained, and how to avoid the pitfalls of the previous implementation.

Automated process diagrams

Automatically generate process diagrams that visually map out how Salesforce will support key business operations, ensuring teams and stakeholders have a shared understanding of workflows.

For reimplementations, these diagrams help uncover inefficiencies in the current system, making it easier to refine and optimize processes before rebuilding.

Automated architecture diagrams

Gain instant visibility into your Salesforce Org’s metadata relationships with automatically generated architecture diagrams. These help ensure your implementation is scalable and well-structured.

For reimplementation, architecture diagrams highlight areas of complexity, making it easier to clean up unnecessary customizations and adopt best practices moving forward.

Org health check

Every implementation has hidden technical debt and inefficiencies. The Elements Org Health Check analyzes metadata, dependencies, and system complexity to provide a clear picture of what needs to be fixed.

By identifying risks and inefficiencies early, you can make informed decisions about what to migrate, what to optimize, and what to retire—ensuring your new implementation is a clean and scalable foundation.