Tech Debt, Impact Analysis and Cleanup


  • ★ ★ ★ ★ ★ is fantastic at helping us with two major areas of Salesforce administration. We can sit down with our internal teams and quickly map out any of our business processes, with multiple drill-downs, links and attachments, requirements and user stories, and a comment stream.

    David Limiero, Stadia Church Planting
    David Limiero, Stadia Church PlantingSENIOR DIRECTOR OF STRATEGIC SERVICES
  • ★ ★ ★ ★ ★

    Love this app! Simple to use; powerful; intuitive. We’ve used this tool to map out more than fifty business processes; so much easier than some clunky flow chart tool. A+++

    Mark Tossell, Infusion630
    Mark Tossell, Infusion630DIGITAL BUSINESS ANALYST
  • ★ ★ ★ ★ ★

    Great tool for mapping out business processes. Complex business processes are hard to map using tools like PowerPoint and LucidChart. The drill-down nature of Elements makes mapping processes much easier because you get to start with the big steps of a process and break each of them down into excruciating detail if you want. The support from the Elements team is fantastic as well. I ran into a problem that was the result of a bug in the managed package and I was sure I would be waiting for months for a fix, but their team fixed the bug and released a new package in less than 10 hours. I am looking forward to using more of the functionality of Elements in the future, but everyone should be using the process mapping tool now!

    Ryan Boggs, LightHawk
    Ryan Boggs, LightHawk CHIEF PROGRAM OFFICER
  • ★ ★ ★ ★ ★

    Great tool for field auditing as well as process mapping. I’ve used for diagramming process flows, and always liked its hierarchical approach. The top level diagrams show the stakeholders what we intend to develop, and developers like to use the lower level diagrams with the details. Now we are cleaning up the fields in our app, and need to know what refers to the 400 fields in one object. The Documentation Hub is the first tool I’ve seen that shows what Reports use each field, as well as Workflows, Validation Rules, Page Layouts, etc. This has saved us hours of time checking each field in IDE, so that the development team can focus on improving our app.

    Richard Cunningham, Blendery
    Richard Cunningham, BlenderyCONSULTANT
  • ★ ★ ★ ★ ★

    Two amazing tools in one! I’d subscribe for either of the services offers. Documenting my org is awesome. Visually mapping processes is going to change how our org functions, double win! Definitely try this app, it’s amazing. 

    Chris Fellure, Sashco Inc
    Chris Fellure, Sashco IncSALESFORCE ADMIN
  • ★ ★ ★ ★ ★

    Good stuff. As someone in charge of architecting applications inside multiple orgs, I find this tool extremely useful to keep notes on what is being created for which app and fulfilling which requirement. Also, the ERD diagrams and process maps are highly useful, and field usage statistics help a lot with cleanup. 

    Mikhail Nitko, UMASS Boston
    Mikhail Nitko, UMASS BostonCRM PROGRAM MANAGER
  • ★ ★ ★ ★ ★

    Use it on Every Project.I use this tool for every project – during requirements gathering, designing solutions, working through complex object models, and even mapping out ideas live on calls with clients. Simply put, its one of the go-to’s in my toolbox that is fast, lightweight, and easy-to-use. I highly recommend it for doing multi-level mapping of your business processes, documenting processes in your SF org, and much more.

    Tom Hoffman, Spark.Orange
    Tom Hoffman, Spark.OrangeSALESFORCE PRACTICE LEAD
  • ★ ★ ★ ★ ★

    Org documentation for the Gods! Documenting an org is mind numbing and frustrating, not to mention, ever changing. With Elements you can set your mind at ease and use their easy tool to get what you need. I wont attempt any kind of documenting without this tool…ever! 

    Melinda Smith, Bluewolf
  • ★ ★ ★ ★ ★

    A constantly evolving and critical app for us. We find Elements an incredibly useful tool for documenting our Salesforce Org and the processes around it. And as soon as we get up to speed on one bit of functionality then another one or two show up. Keep up the good work.

    Iain Henderson, Aegon Asset Management
    Iain Henderson, Aegon Asset ManagementCRM,DATA & ANALYTICS MANAGER
  • ★ ★ ★ ★ ★

    Vital tool for enterprise organizations. We have a large, enterprise organization (30,000+ users) with multiple admins and development groups managing different parts of the environment. We have been using Elements.Cloud to organize and document the system and I highly recommend it. There are no apps out there that even come close to it’s functionalities – give it a shot!

    Kelsey Shannon, Honeywell
  • ★ ★ ★ ★ ★

    Love this APP!!! Just found the Align Top and Distribute Horizontally functions in Elements Cloud and LOVE IT! Thank you for key organizational functions in mapping out progress for clients along their Salesforce Roadmap! When used to document and clarify processes with clients, I am finding this a game changer! 

    Justin Barss, Now IT Matters
  • ★ ★ ★ ★ ★

    Governance is not an ‘option’ any more – it’s a ‘must’. After watching Ian Gotts present at the Salesforce Boston World Tour last year (2018) – we finally bit the bullet and purchased Elements. We’re already seeing value with the Chrome plugin which displays a wealth of information about our metadata right within our Salesforce set-up screens (see screenshot). With the speed at which we are building upon the platform; and the strategic value this platform provides to the organization (not to mention compliance related implications like GDPR) we cannot ignore the governance requirements that have historically been bypassed in this Saas platform. Documentation, Change-control, contextual Information, “meta-data on meta-data”, integration tracking; is not an option any more – it is a requirement for success. I highly recommend, start by reading the Chaos to Control ebook.

    Justin Donlon
  • ★ ★ ★ ★ ★

    A chemical reaction for Implementation (and Lightning migration) success! Once introduced to your Salesforce environment Element’s Catalyst significantly improves your Salesforce implementation and/or enables successful Lightning migration outcomes. Catalyst answers the WHY [it was customized that way] within your environment by documenting the HOW [your business operates] and the WHAT [changes were made to Salesforce] of any org. Results are presented elegantly in a symphony of powerful metrics, process flows and easy to read, simple to produce framework for end user training. Elements is an enzyme for your orgs best practices execution. Hands down – a MUST have if it’s your responsibility to enable end users to do their jobs efficiently with a maximum return on the Salesforce investment. GET CATALYZED by Elements!!!

    Ed Schlesinger, Studentforce
  • ★ ★ ★ ★ ★

    A must have in any org! I’m an accidental admin who inherited a SF org without a single line of documentation. As a new solo admin I struggled to understand what was going on. After discovering Elements Catalyst a whole new world opened up. I will never forget the feeling I had the first time I ran analytics – I felt as the thick fog surrounding me for months was finally being lifted! Not only the tool is amazing, their support is awesome. They’re knowledgeable and helpful and I couldn’t recommend it more! Each day I discover more amazing functionalities that help us build data driven strategy. I only wish I knew about it earlier.

    Tanja Janiic, Council of International Schools
    Tanja Janiic, Council of International SchoolsSALESFORCE ADMINISTRATOR
  • ★ ★ ★ ★ ★

    Using this tool, any org’s ‘what’ and ‘how’ can be documented. All you have to do is add the ‘why’! Then, as your org evolves, all you have to do is update it! Easy peasy!

    Amber Boaz, Rapid7
  • ★ ★ ★ ★ ★

    Something all SF consultants should consider using. We have been using this tool to map our internal business processes across all our departments, easy to use, easy to share maps, and the drill down through maps is really powerful.

    Peter Lee, Cloudcoach
    Peter Lee, CloudcoachCEO
  • ★ ★ ★ ★ ★

    Simple but powerful Salesforce Documentation/Mapping Tool I’ve been tasked with documenting our Flows, Workflows, Apex Classes and other Salesforce stuff. The tool is simple yet powerful. The support staff have been extremely patient in helping me learn the best way to use the tool to document our org. Thank you!

    Chris Robinson, MADD
  • ★ ★ ★ ★ ★ will drive your productivity! Elements has the power to help admins become more efficient and help create documentation for the modern technology landscape. The added layer of metadata that Elements provides can change the way that we document our Salesforce projects and comply with legislation worldwide. 

    Stephan Chandler-Garcia, Methods
    Stephan Chandler-Garcia, MethodsCONSULTANT
  • ★ ★ ★ ★ ★

    Documenting your Org is so easy! I’m new to both the Salesforce Platform and Business Processes. Within my role I manage a lot of Change Projects that have a lot of moving parts. Being able to document those moving parts against a process is a god send – looking back, I don’t know how I managed without it! It’s the perfect tool to Document any Org. 

    Jack Lavous, Elements.cloudBUSINESS EXCELLENCE MANAGER
  • ★ ★ ★ ★ ★

    Great, affordable solution for behind-the-scenes insights! We are kicking off a big org clean up, and Elements.Cloud has been so critical to seeing behind-the-scenes of what’s being use, how much and where! And, it’s so affordable! We’re looking forward to diving more into the process mapping for documentation after we are able to get the org cleaned up! 

    Joanna Iturbe, University of Colorado
    Joanna Iturbe, University of ColoradoSENIOR BUSINESS ANALYST, SALESFORCE MVP
  • ★ ★ ★ ★ ★

    Key app for any Salesforce Partner. We are seeing more opportunities to work with Salesforce implementations that we did not install. In these circumstance this app is a life saver. We have had a wonderful experience working with this product and the team that developed it. 

    Clyde Williams, ShoNet Systems
    Clyde Williams, ShoNet SystemsDIRECTOR
  • ★ ★ ★ ★ ★

    A must for Salesforce orgs of all sizes. Elements is such a powerful yet simple tool, that it’s hard to do justice to it with words – my suggestion is that you sign up and start using it immediately to understand the hype. Elements is a tool that offers a few different and very important features: documentation for your Salesforce org (way beyond standard metadata exports), a powerful process mapping tool, change management features, and a few other related features. The best part is that all these are tightly integrated with each other AND with Salesforce, so it’s both a great stand-alone resource as well as a layer on top of your Salesforce. It pains me to think about my Salesforce life before Elements, I can’t imagine being an Admin/BA/Consultant without this tool anymore.

    Sanat Sethi, MaRS Discovery District
    Sanat Sethi, MaRS Discovery DistrictSALESFORCE ADMIN
  • ★ ★ ★ ★ ★ is a Game Changer! has truly made my life as a Product Manager so much better. This freemium software is a Business Analyst/SF admin’s dream and allows one to get a full picture of their production orgs and sandboxes, and so incredibly easy to use. 

    *the SF Org Config / Ref model gives us an up to date and holistic look at our org, from a birds-eye to drill down – it’s searchable and links you directly to the proper setup page for whatever you’re looking. 

    *The org analytics allow us to see where documentation is thin, and what fields and reports are being used, or not used. This enables us to ensure we are running a lean and clean org. This has been so incredibly helpful.

    *The process visualization mapping allows us to go to end stakeholders and truly document their business processes from end-to-end. I mean, you can’t put a system around an undefined process. This keeps everyone accountable and on the same page. 

    Since we’ve been using, we’ve seen great advances in functionality and are looking forward to what’s next. This is an essential tool for any Salesforce implementation.

    Kimin Kirkpatrick, W.W Norton
  • ★ ★ ★ ★ ★

    Fantastic app with excellent support Elements is, in my opinion, the best app we have installed to date. It’s intuitive to use and allows us to push process maps and guidance about Salesforce out to users within Salesforce, so they do not need to toggle between SF and the intranet or manuals. On rare occasions where we’ve had questions or suggestions, the development team has responded almost instantly in a friendly, considerate and engaging manner.
 We used the free version for the first five months which perfectly met a lot of our needs but have recently upgraded to the Pro version after a successful trial – giving us the ability to instantly analyze our Salesforce configuration and usage. The visibility and reporting this provides has been far superior to other products we looked into for this purpose.

    Andrew Strachan, Nesta
    Andrew Strachan, NestaHEAD OF BUSINESS PROCESS
  • ★ ★ ★ ★ ★

    As a nonprofit, tying to document, create procedures and help the end user in their day to day is a challenge. But in just a few short weeks, our whole org is seeing the value of this app. Being able to create maps that show step by step for the end user, without making it “look” like a process map. Links to overall procedures and step by steps, breaking up the training in bite size functions, is awesome. It will help us get all of our processes out of everyone’s head or notes, etc and get them ordered for everyone. From the Admin, being able to see details of the org, which objects/fields have descriptions, are they used in flows, apex, page layouts, etc. That in itself is worth the cost for me. I would recommend this app to any nonprofit, regardless of size.

    Heath Parks
  • ★ ★ ★ ★ ★

    Indispensable. I recently came across looking for a quick way to map out business processes. It worked great, but there was so much more available that I was able to roll out quickly. I was able to embed the processes in my Salesforce user interface (for training), and reference specific areas of my Salesforce org within the process (ex: fields, users) Catalyst allowed me to very quickly get a full picture of what was happening in our org, allowing me to safely remove redundancies. 
Now with the Chrome extension, I can combine the two platforms into my Salesforce user interface. The setup menu will never be the same…Very cool tool.

    Sandy Hunter, Oxfam