Support for Elements.cloud

Release updates

Product updates, release notes, recent changes

9 articles in this collection
Written by Ksawery Lisinski

Elements overview, registering and getting going

The Elements functionality, how to register and logon, what is Right Mouse Click for Mac users and which browsers are best.

13 articles in this collection
Written by Ksawery Lisinski

Installation and administration guide for the Catalyst managed package

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

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

Understand your Salesforce Org, clean it up and document it

Create a Org Model with all Org metadata so you can easily view it in a tree structure.

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

Drive up Salesforce user adoption

Using Elements process diagrams and links to documents and systems to improve training

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

Salesforce Org Analytics

Understand the health, status and progress of your Salesforce configuration

12 articles in this collection
Written by Ksawery Lisinski

Map processes and collaborate on business improvement

Everything you need to know about how Elements allows you to deliver highest standard of knowledge process mapping

32 articles in this collection
Written by Ksawery Lisinski

Capture business requirements & user stories

How Elements supports capturing and managing business requirements & stories

7 articles in this collection
Written by Ksawery Lisinski

Partner Program

Resources for partners in the Elements.cloud Partner Program

8 articles in this collection
Written by Richard Parker, Customer-Success-Team, and Ksawery Lisinski

Governance; releases, versions and compliance; ISO9001 (PRO)

Version control and continuous improvement for GDPR, ISO9001, FDA, and FCA compliance

4 articles in this collection
Written by Ksawery Lisinski

Core platform features

Sharing, linking, collaboration, reporting, notifications , search

20 articles in this collection
Written by Adrian King, Richard Parker, and Ksawery Lisinski

Corporate Management

Domain-wide policies, user provisioning, SSO, user sessions and Elements usage

11 articles in this collection
Written by Adrian King and Ksawery Lisinski

Accounts & Billing

Our advanced functionalities and pricing

5 articles in this collection
Written by Ksawery Lisinski

GDPR regulatory compliance for anyone holding EU Resident data

Data inventory for Salesforce & Pardot, version controlled operating processes, Data Privacy managed app for Salesforce

7 articles in this collection
Written by Ksawery Lisinski

Data Privacy Manager for Salesforce GDPR

Salesforce managed package Data Privacy Manager (DPM) to track permissions / consents

12 articles in this collection
Written by Adrian King and Ian Gotts

How do I use Catalyst to... ?

Useful tips on how to apply the power of Catalyst from elements.cloud across your operation

11 articles in this collection
Written by Ksawery Lisinski

Catalyst Trails - training

There is now a new site for Trails https://trail.elements.cloud/

1 article in this collection
Written by Customer-Success-Team

Catalyst Trail (User Adoption)

How to get sustainable User Adoption for Salesforce using Catalyst

1 article in this collection
Written by Ian Gotts

Catalyst Trail (Clean up and document)

Trail to clean up, document and build your Salesforce Org

1 article in this collection
Written by Richard Parker

Catalyst Partner Trail (process professionals)

For non-Salesforce focused professionals

2 articles in this collection
Written by Richard Parker