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Opening Salesforce Setup in Lightning vs. Classic

Salesforce Classic; Salesforce Lightning; Default Salesforce; Salesforce preferences… How to set up preferred Salesforce mode… Whenever you prefer to use Salesforce Classic or Lightning, you can set your model of choice within Elements

Adding and managing multiple Salesforce implementations

Salesforce connection; Salesforce license; Multiple production orgs; Multiple Salesforce implementations; Connecting Salesforce Orgs… Overview Prerequisites Adding a new Salesforce implementation Deleting a Salesforce… Adding a new Salesforce implementation

Salesforce Single Sign On (SSO)

Salesforce SSO, Salesforce provisioning; Single sign on; Salesforce single sign on; Elements provisioned user… set in Salesforce ​ If not already done, you will need to sign into the Elements Settings in Salesforce… Elements using Salesforce as an Identity provider (SSO)

Prerequisite steps before you start embedding diagrams into external services

Before embedding; Prerequisite steps; Salesforce Lightning; Salesforce Classic; Salesforce Utility Bar; webpages, Confluence, Sharepoint… For Salesforce users… explain what are prerequisite steps before you start embedding diagrams into external services like Salesforce

Supported Salesforce clouds

List of supported Salesforce clouds… Supported Salesforce Clouds… We can sync metadata from multiple different Salesforce clouds

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

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

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… 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

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