Lifecycle governance

Agentforce is driving the pace of iteration, but you need to stay in control. So you need a robust, but light-touch governance framework. But not just for Agentforce, but for your entire Salesforce, Agentforce and Data Cloud implementations.

With Elements you have not only an audit trail of all changes but also a formal sign-off with versioning that supports the most stringent regulatory compliance. This is applied to all documentation related to the implementation: process diagrams, architecture diagrams, and metadata changes.

Supports regulatory compliance

Audit trail and version control

Comparison of versions

Some of the clients we have helped

Stay in control without the overhead

Governance is an administrative afterthought

For many organizations audits are a costly, stressful, admin paperchase. A lack of governance framework comes back to bite every year.

Salesforce provides only source control

The implementation is so much more than the configuration. Agentforce and Data Cloud are exposing the shocking lack of documentation and governance.

 

Governance supports agility

Rather than slowing change – which is the expectation – a well-designed governance framework can help accelerate transformation.

We understand regulatory governance

We’ve been delivering documentation for highly regulated environments for 20+ years. We understand the challenges, costs, and balancing risk vs agility. Providing features that ease the administrative effort makes a huge difference. But, you still need to be able to demonstrate compliance to the auditors.

Audit trails and change logs

Whether it is process diagrams, data models, Agentforce designs, or metadata – Elements is automatically tracking the changes so you can understand the impact of changes and plan for the future.

Release management

Changes need to be grouped by releases. Impact analysis enables changes to be catagorized based on risk and development effort. Release Management ensures that all the documentation, support, and training are released with the new Salesforce functionality.

Versioning and sign-off

When you deploy an agent or a major release, the documentation is signed off and versioned. It provides the governance that auditors and regulators need. But it also provides the ability to compare between versions to expedite issue tracking. When something breaks and the systems are down, all eyes are on you.

Compliance reference models

Auditors need evidence that compliance standards are supported by processes – whether they are delivered by humans or agents. Linking compliance statements to process activities provides the critical sightline that the regulators need. The reduces teh stress and effort of audits, but also reduces the regular administrative overhead.

Why the worlds leading teams trust us