Catalyst Trail (Clean up and document for Salesforce Consultants)

Resources for partners in the Elements.cloud Partner Program

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10 articles in this collection
Written by Customer-Success-Team and Ksawery Lisinski

Trail Summary : Leveraging Elements Catalyst as a Partner (Salesforce Consultants)

Deliver more value - faster with Catalyst. Learn how to use Catalyst on your existing projects - and to expand your capabilities.
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Written by Customer-Success-Team
Updated over a week ago

1. Joining the Elements Partner Program

(5 mins) How to apply to join the Elements.cloud Partner Program
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Written by Ksawery Lisinski
Updated over a week ago

2. Setting up your Elements environment

(10 mins) Creating Elements Space, user logins setting up the PartnerID
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Written by Ksawery Lisinski
Updated this week

3. Set up Org Model and find your way around

(25 mins) Sync to a Dev Org and navigate around the Org Model and the Org Analytics report
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Written by Customer-Success-Team
Updated this week

4. Use Elements Catalyst to engage with clients

(15 mins) Running Org Health Checks, demonstrating to clients and assessing risk of projects and selling clean-up projects
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Written by Customer-Success-Team
Updated over a week ago

6. HOW: mapping your business processes

(30 mins) Documenting how your operation works in a process context
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Written by Customer-Success-Team
Updated over a week ago

5: Document your Org - Principles

(35 mins) Why documentation matters and the principles behind documenting your Org
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Written by Customer-Success-Team
Updated over a week ago

7. WHAT: Relating business processes to Salesforce customizations

(15 mins) What have you changed in Salesforce to support your operation
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Written by Customer-Success-Team
Updated over a week ago

8. WHY: Adding documentation to Salesforce customizations

(15 mins) Adding documentation to explain why Salesforce was configured/customized in this way
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Written by Customer-Success-Team
Updated over a week ago

9. The 3 approaches for billing clients

How to invoice for Elements and how to get help
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Written by Customer-Success-Team
Updated over a week ago