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Provision users from Salesforce and set up auto-login flows
Salesforce SSO, Salesforce provisioning; Single sign on; Salesforce single sign on; Elements provisioned user… Provision users using email address (default) In Salesforce, go to your list of Salesforce… Provision users using Federation ID In Salesforce, go to your list of Salesforce Apps and choose
Prerequisite steps before you start embedding diagrams into external services
Before embedding; Prerequisite steps; Salesforce Lightning; Salesforce Classic; Salesforce Utility Bar; webpages, Confluence, Sharepoint… Salesforce provisioning and Single Sign-On Make sure Salesforce users have Diagram Viewer… For Salesforce users
Salesforce metadata change logs
How we can help you keep track of changes in your Salesforce Org… You might also be interested in Registered and verified Elements account Sync'd Salesforce… We also display the time and date that the change was made in Salesforce
Salesforce Org Model reports
Extract data from org model; Export salesforce data; report on field usage; report on field access; audit of org changes; Org Discovery… Understand who is and isn’t using Salesforce Lists all users in your Salesforce Org with profile assignment… Adoption of Salesforce in-app help Lists all notes, links, and diagrams available as in-app help in Salesforce
Connect with Salesforce DevOps Center
Salesforce DevOps Center; Stories; Work items; DevOps; Change Management… A synced Salesforce Org with Salesforce DevOps Center beta installed… First, please ensure that you have the latest release of Salesforce DevOps Center up and running in your
Salesforce data model generation
Generate Salesforce data model diagrams from the Org… You can now generate comprehensive, detailed data model diagrams directly from your connected Salesforce… Before you start, make sure: Your Salesforce Org is connected to Elements
End-user feedback in Salesforce
Leaving feedback from Salesforce… You can allow your end users to log pain points and enhancement requests against your Salesforce objects… record types and fields from within the Salesforce UI
Salesforce Org Model comparison
Open a Salesforce Org Model, run a report "Salesforce Org Model comparison", and select which Org Model… You might be also interested in Registered and verified Elements account Sync'd Salesforce… Orgs Permissions to both compared Orgs You can compare two Salesforce Orgs (Production vs
Supported Salesforce Clouds and metadata
List of supported Salesforce clouds… Supported Salesforce Clouds standard objects… We can sync metadata from multiple different Salesforce clouds
Connect and sync a Salesforce Org, and Managed Package setup
Installation guide; How to connect Salesforce metadata dictionary? Connecting Salesforce Orgs, Org Connection settings; Managed Package… However, due to Salesforce Metadata API limitations, we cannot get this information directly from Salesforce… I cannot find metadata component in my Salesforce metadata dictionary We do not sync ALL Salesforce