Installation and administration guide for the Catalyst managed package

This guide describes how to install and and configure the Elements.cloud Catalyst managed package

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15 articles in this collection
Written by Adrian King, Customer-Success-Team, and Ksawery Lisinski

Installation, setup and troubleshooting

Getting going with QuickStart, Manual Setup, Chrome Extension, Sync schedule, FAQ and Troubleshooting
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Written by Customer-Success-Team
Updated over a week ago

Adding managed packages to sync

How do I include my managed packages in the SF Org Model?
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Written by Ksawery Lisinski
Updated over a week ago

Using a Namespace in your Salesforce Org

Sync behaviour when an Org has a development namespace defined
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Written by Adrian King
Updated over a week ago

Invite users to access Org Model

Grant viewer editor or manager rights to Salesforce Org Models
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Written by Ksawery Lisinski
Updated over a week ago

Adding a Sandbox or Prod Org to your existing Pro Space

Add a Prod Org to a Space that is sync to a Sandbox, or a Sandbox to a Space that has Prod and/or Sandboxes
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Written by Customer-Success-Team
Updated over a week ago

Salesforce Session Settings and login IP ranges

Impact of Login IP Ranges, and Session Settings on the Org Model Sync
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Written by Adrian King
Updated over a week ago

Elements Catalyst Chrome Extension

Elements Catalyst analytics and documentation inside Salesforce Setup (Lightning & Classic) & Record Pages (Classic): Chrome Extension
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Written by Ksawery Lisinski
Updated over a week ago

Elements Catalyst mobile app

Installing and using the mobile app (iOS)
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Written by Customer-Success-Team
Updated over a week ago

Reconnecting to a Refreshed Salesforce Sandbox

Steps to reconnect a refreshed Sandbox to an existing Elements Org Model
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Written by Adrian King
Updated over a week ago

Partially sync your Salesforce Org Model

How to update from Salesforce just a part of your Org
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Written by Ksawery Lisinski
Updated over a week ago

Salesforce Single Sign On (SSO)

Every Salesforce user can access Elements using their Salesforce credentials.
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Written by Customer-Success-Team
Updated over a week ago

Opening Salesforce Setup in Lightning vs. Classic

Every item in the Org Model has a link to open it in Setup in Salesforce. You choose Lightning or Classic.
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Written by Ksawery Lisinski
Updated over a week ago

Manual setup

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Written by Adrian King
Updated over a week ago

Adding and managing multiple Salesforce implementations

Enterprise and Unlimited spaces: how to manage multiple Salesforce implementations and multiple production Orgs
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Written by Ksawery Lisinski
Updated over a week ago

Understanding Elements and Salesforce usernames and

Understanding Salesforce and Elements user naming conventions
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Written by Customer-Success-Team
Updated over a week ago