Support for Elements.cloud

Release updates

Product updates, release notes, recent changes

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

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.

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

Drive up Salesforce user adoption

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

9 articles in this collection
Written by 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

31 articles in this collection
Written by Ksawery Lisinski and Richard Parker

Drive change management lifecycle from feedback to delivery

How Elements supports capturing and managing business requirements & stories

16 articles in this collection
Written by Ksawery Lisinski

Partner Program

Resources for partners in the Elements.cloud Partner Program

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

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

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

Corporate Management

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

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

Accounts & Billing

Our advanced functionalities and pricing

6 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

4 articles in this collection
Written by Ksawery Lisinski

Data Privacy Manager (P360) 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

10 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 (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