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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 Apps… 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
Embedding process diagram in Salesforce Lightning Pages and Salesforce Utility Bar
How to display process maps in Salesforce; Lightning utility bar; Lightning page; embedded diagrams… Embedding processes in Salesforce Lightning Pages… This allows any Salesforce user to view Elements process diagrams in a Lightning page for a standard
Analyze Salesforce help usage
How to check if and how Salesforce help is used?… When you have prepared sufficient Salesforce help and have given access to all your users, you can start… Enterprise license plan All required end-users have accounts in Elements Two-way SSO between Salesforce
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 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
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
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 reports
Extract data from org model; Export salesforce data; report on field usage; report on field access; audit of org changes; Org Discovery… It also includes all your Salesforce descriptions, Salesforce links & tags as well as "Created" and "… You can report on and extract specific data from your Salesforce Org Model
Connect and sync a Salesforce Org
Complete installation guide; How to connect Salesforce metadata dictionary? Org setup; Connecting Salesforce Orgs, Org Connection settings… However, due to Salesforce Metadata API limitations, we cannot get this information directly from Salesforce… Supported Salesforce editions