Setting up a POC or new client sync

Sync to a client's Org for the first time or adding additional Orgs to a Space

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago


  1. Setup a space for your client - click here to see how.

  2. Watch the video below

Watch the 2'40" min overview of the setup 

This short video will give you an understanding of how easy it is to pair an Org with your client space. We recommend watching it if you haven't already done so.

Optional: Overview of what you can do once your Org is synced

Relationship between Elements Spaces and Salesforce Orgs

Here is the important part.....

Each Salesforce Org is sync'd to a separate Elements "Salesforce Org Model". The Salesforce Org Model is a tree-structure view of the Salesforce Org meta data - a Metadata dictionary. This SF Org model, the analytics, the links to 3rd party knowledge and documentation notes/images are stored (off platform) inside Elements Catalyst - within the same work "Space".

Multiple clients - 1 Elements login; multiple Spaces

As a Consultant you would normally have 1 space per client. Your same login works across all spaces. You simply select the space you want to work in. Each space has its own user management and licensing so clients (and your colleagues) can only see the information they are supposed to see. They can only access spaces they have been granted access to. Once there, they only have the rights they have been granted in that space - e.g. Maps and Diagrams, Salesforce Org and Reference Models.

A client Space can be connected to multiple Salesforce Orgs (Production & Sandbox). We organise those Salesforce Orgs into Salesforce Implementations, i.e. Production and derivative sandboxes. Therefore, a Space will have multiple Org Models.

You do NOT need to create a new Space for every Org.

If you are a Consulting Licence holder, you have the rights to set up any number of spaces. However, you can link to multiple Production Orgs within a single client space. For each Production Org, you can also sync with any number of related sndboxes within that space.

If you are reading this as a (non consulting) customer > the Elements pricing model provides you with unlimited licence capabilities based on the size of your Salesforce Org (or where you want to use Elements across your company the end-user based). If you have already negotiated a volume discount with Salesforce, we match that by providing Unlimited capabilities and licence types based on 5% of your core Salesforce licence spend. Full pricing here.

Let's say you wanted to connect 3 production Orgs, you could connect and manage these 3 "implementations" and sync with the same Elements Space. Alternatively, you may have a reason to manage these in separate spaces. For example if they are for completely different operational divisions. In that case you might choose to create the connections to 2 or 3 spaces as appropriate. This depends on the situation. Contact us if you're unsure at 

Each space will have its own processes, users, requirements, stories, feedback and resource and metadata table libraries. There would also need to be at least 1 editor license per Pro space.

The value of managing multiple Orgs/instances in a single space is you can start to break down silos by having everything is one place with controlled visibility and edit access to: the processes they support, the integrations they work with, the supporting guides and help, configuration information, change impact analysis etc.

If you are working with Elements as a Consultant, there is one easy decision:

More flexibility as a Partner with a Multi-Space Consulting License

We depend on having good consultants using Elements well with clients. The benefits are huge, if the consultants are leveraging Elements effectively. So we decided to create a no-brainer price-point to access the full power of Elements for Consultants. You have to become an Elements Partner to access this licence.

As a Salesforce or Elements Partner, you have the right to purchase "Multi-space consulting licenses". They allow you to setup and maintain an unlimited number of Project spaces at no additional cost to you or your clients. The Consulting Licence provides the capabilities for an unlimited period with unlimited client end-users, but only Consulting Licence holders can edit. See details here for client purchase options and mechanics.

Multiple Orgs to a single or multiple Spaces

A picture...  This shows how multiple Salesforce Orgs can be sync'd to Elements Spaces.

Set up Org Model sync

Create a Space for your client. 

  • Log into Elements using your email address  e.g.

  • Navigate to the Elements Catalyst Spaces page.  

  • Create a new Space (Blue "NEW SPACE" button in top bar)

  • Invite your colleagues and clients to the Space (or do this later) using the Invite to Space button in the right panel.

Connect client's Org to the Space (you repeat this for every Org you connect to a Space):

  • Install the Managed Package into the client's Salesforce Org

  • Connect to the client's Salesforce Org

The video below steps you through how to set this up. It takes only a couple of minutes, and then you kick off the sync. This takes between 10 mins (a Dev Org) and 3 hours (a monster Org). When sync has finished, you will get an email and link to open the Org Model. 

Note: The user (email address) in Elements Catalyst needs to be the space admin - but doesn't have to be the same email address as that underlying the Salesforce username with the Admin credentials in Salesforce.

This means you can set up the sync to your client's Org (production or full sandbox ideal for analytics) - as long as you have (any) credentials with Admin rights in salesforce to enter at the appropriate point in the managed package setup to authenticate Elements use of the Salesforce Metadata APIs and connect. When putting in the Space Admin credentials for the managed package to connect from Salesforce into Elements, you can put the Elements email/password combination that has Space admin rights in Elements.

The full collection of articles about setting up your Salesforce Org model, troubleshooting, and managing complex environments is available here.

Contact us at or with the chat icon (bottom right) - if you have further questions or would like to setup a session to discuss your needs/use cases.

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