Reopening will be a journey
Implementing WORK.COM will be too

Implement at pace with confidence

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Increase adoption. Increase agility. Increase trust.

Elements is the only integrated platform that can enable you to get WORK.COM adopted, at pace, with confidence. launched on 1st June and the same day we’d configured a new Org, sync’d the Org metadata dictionary, mapped process diagrams and created training materials for the apps. And we’d embedded them inside Watch this short video to see how powerful it is.

Here are the prebuilt process diagrams drilling down from the top level. The paperclips on the boxes link to items in the Org metadata dictionary or training materials which is also in-app popup help inside Salesforce.


Access the Elements Space with processes and Org Model


Elements users

Processes mapped

Metadata items analyzed

Elements platform powers Elements for

PreBuilt Process Maps

Use the pre-built process maps for training and documentation for all the core apps and also the ISV apps.

Develop a “single source of truth” that is more than project documentation, but is a platform for continuous improvement.

Org Documentation

Automated Org documentation generated based on the  metadata. Add documents, links to external content, process diagrams and requirements.

We know it is hard, so we make it easy: use our web app, Salesforce Setup or Record Pages or our iOS app.

Pre-load In-app Help

Use our help upload tool to add the process maps and field level help into your Org. These extend the Salesforce help icon instantly for every end user

Help articles can be rich text documents, URL links to external content (procedures, training , videos, apps) and process diagrams.

Org Impact Analysis

Make changes faster with confidence with powerful Org Impact Analysis. Production and Sandboxes metadata sync’d and analyzed every night.

Field %filled, Field WhereUsed, Field Impact, Dependency Trees. All delivered inside Salesforce Setup, Record Pages and Copado.

Requirements & User Stories

Capture feedback and iterate fast with a single source of your requirements and users stories with a managed lifecycle sync’d to Jira and Copado.

Add supporting information and collaborate on requirements, link to process and Salesforce config items, visible inside Jira and Copado.

Corporate Management

Enables Single Sign On (Salesforce and SAML). Provides centralized user control, management and user policies. Apply content collaboration rules. Attachments and images are scanned for viruses.

Access the Elements Space with processes and Org Model


Implement and iterate will be a new Org implementation, but with many iterations. So this time you can do it right and avoid all that tech debt without sacrificing speed. coordinates the development and reuse of all documentation around the lifecycle and using the pre-built process content for training. ensures your Org gets great adoption 


Just a few reviews from the AppExchang e

  • ★ ★ ★ ★ ★

    MUST HAVE for EVERY consultant! As a consultant, I have used many different tools to capture and manage requirements. Elements by far is the easiest yet comprehensive tool I have used to manage this process, and I recommend it to everyone I can! 

    Amy Oplinger, The Crevalle Group
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    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
  • ★ ★ ★ ★ ★

    One of the best tools for Process Documentation. Elements Cloud (and the Salesforce connector listed here) is one of the best process documentation tools I’ve used. For most organizations, understanding business processes, automations, workflows and configurations are always a challenge and the ability to scan and leverage the Salesforce metadata in mapping out processes is key to making documentation that’s easy to keep up to date on a product that just keeps including new features and innovation with every release.

    Mark Adcock, Appirio
    Mark Adcock, AppirioSENIOR CONSULTANT
  • ★ ★ ★ ★ ★

    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

Access the Elements Space with processes and Org Model