Elements for Operations
Every Salesforce change carries risk—and you’re the one responsible when things go wrong. You’re expected to deliver fast, without breaking anything—while juggling technical debt, business demands, and audit pressure. We get it. And, now you have to consider Agentforce.
Elements.cloud gives you the clarity and control to move faster—without the risk.
Some of the clients we have helped
Solutions for high performing operations teams
Running Salesforce shouldn’t feel like guesswork. You need to balance speed and stability, while proving your value to the business. You should be able to leverage existing investments for Agentforce, not feel like you are starting from scratch.
Elements.cloud gives you the visibility and control to deliver every change with confidence. And an approach to delivering Agentforce with confidence.
Business Analyst agent
Leverage AI to map out use cases and create process diagrams that detail the Job To Be Done (JTBD). Utilize this to jump-start the development of your agent.
Topic design and instructions
Collaborate with stakeholders to finalize the design of the agent and the metadata that underpins the actions. Automatically generate the instructions and test phrases to ensure reliability.
Audit trail and versioning
Quickly evolve your agents with a reliable audit trail of diagram updates and implement governance through version-controlled documentation as you deploy.
Agentforce metadata
Reduce risk and increase reuse with visibility of the metadata dependencies between core, Agentforce and Data Cloud through the metadata dictionary.
Metadata Insights
See your Salesforce Org like never before. Visualize fields, dependencies, and usage patterns so you can make informed decisions. Quickly spot redundant fields and simplify your Org.
Impact Analysis
Know the impact before you make a change. Understand dependencies and reduce the risk of breaking something critical. Reduce deployment delays by using the the impact to plan the deployment strategy.
Field & Report Usage
Identify what’s being used—and what’s not. Clean up unused fields and streamline reports to reduce technical debt. Eliminate clutter and improve report performance.
User Story Impact Assessment
Align every requirement to metadata and processes. Know exactly what’s changing and the potential risk—before deployment. Catch risks early and avoid late-stage rework.
Release Documentation
Track every change. Maintain a complete history of metadata updates, requirements, and processes to provide a governance framework. Easily prove changes for audits or internal reviews.
Ask Your Org About Metadata and Security
Stop wading through Setup or reports. Simply ask your Org, using AI, to: understand the risk of making changes, metadata and their dependencies, or your security model of the profiles and permissions.
Automated Process Mapping
Use AI to create accurate process diagrams from Org metadata. Identify gaps, drive consistency, and support training. Reduce time spent drawing flows—focus on fixing issues.
Template Library
Access pre-built templates for common Salesforce processes. Standardize best practices and accelerate delivery using industry-standard blueprints
Align Business and IT
Bridge the gap between operations and business teams. Capture requirements, align on processes, and drive adoption. Avoid misalignment—bring business and tech together.
What happens if you don’t have Elements.cloud
What happens without Elements.cloud? Without visibility, every change is a risk.
Painful Rework
Late-night fixes and firefighting when changes break your Org.
System Downtime
When Salesforce breaks, everyone looks to you.
Audit Failures
Scrambling to explain undocumented changes to auditors.
Missed Deadlines
Surprises that lead to project overruns and frustrated stakeholders.
Organizations who are in their element
Frequently asked questions
Contact us and let us work with you and your Salesforce Product Owner to run a Proof of Concept that is tailored to your needs.
No. We only analyze fields to understand if they are populated. We can’t read customer data. We sync your metadata to our databases on AWS so that we can perform the nightly impact and dependency analysis.
The Elements Proof of Concept is free and it is using your own Org metadata. Customers often get quick wins during the Proof of Concept.
Industry analyst, InVisory has just produced a research report evaluating the market. You can download a complimentary copy.
You will need to use multiple apps for documentation and analysis. And even then you will have a limited view of the metadata and impact analysis. This means you are making decisions with an incomplete picture which is very dangerous.
No. We provide a far more comprehensive analysis of your metadata.
Yes. Talk to us.
Yes. Everything that the BA Cert requires can be documented in Elements. Create a free playground so that you can hone your BA skills before you take the exam.
Elements has a tight integration/synchronization with Jira. Business analysts can use Elements, and the development teams can use Jira. And both stay in sync.
No. Whatever business analysis approach you choose to use, Elements can provide the support for all your documentation needs.