When you have connected an Elements space with your Salesforce Org and you have completed the sync, you can get a view of the analytics for your Salesforce Org. This covers the core platform and any managed packages you have chosen to be synced.

Article outline

  • Prerequisites

  • How to find Salesforce Org Analytics

  • Export your Salesforce's Org Analytics to a PDF file

  • You might also be interested in


  • Registered and verified Elements account

  • Sync'd Salesforce Org

  • Permissions to Org Model

How to find Salesforce Org Analytics

You can open the Salesforce Org Analytics either from the list of your Org models or from a specific open Org model. In the first case, just click on the button in the right panel of the selected Org model.

In the latter case, click on the launch button in the top right part of the Org model screen.

The analytics page will open in a new browser window.

In order to cope with very large Orgs with lots of data, we only render one chart at a time on a page. Use the outline on the left side of the screen to quickly navigate between different charts. The currently displayed chart and the section of analytics to which it belongs will be highlighted in blue.

Salesforce Org Analytics displays the following data (click to learn more):

Export your Salesforce's Org Analytics to a PDF file

You can also export the currently displayed chart into a single PDF file to share with your co-workers. You can export each chart as a PDF separately, and you cannot generate a single PDF report with all the charts. This is because for larger Orgs, the reports can get giant and crash browser performance.

Click on the button "Export to PDF" in the top panel. When the PDF has finished generating (the time to generate the file is dependent on the size of your Org) you will be able to download it from the notifications icon.

If you have ideas for other valuable insights or analytics that we need to provide for your Salesforce Org, then please let us know using the chat icon in the app, or email success@elements.cloud.

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