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. This reduces the stress and effort of audits, but also reduces the regular administrative overhead.
