Principles

Each Salesforce Org is sync'd to its Elements Catalyst Org Model

A Space can be connected to multiple Salesforce Orgs (Production & Sandbox). So a Space will have multiple Org Models

Space limits for Orgs:
FREE Space: zero Orgs.  
PRO Space: 1 Prod + 3 Sandboxes
ENTERPRISE Space: 4 Prod + 4 Sandboxes each
UNLIMITED Space: ....well, unlimited.

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

Your first sync - QuickStart

You probably used QuickStart to get started.  This creates an Elements Catalyst User, adds a PRO Space called "Salesforce Documentation" and syncs an Org (either Prod or Sandbox).

Setting up the sync: 2nd and 3rd... Orgs

Now you want to add another Org to sync.  If the first sync was a Prod, then you can add up to 3 Sandboxes.  If your first sync was a Sandbox, then now you can add a Prod, and up to 2 Sandboxes.

Again - when you log into new Org you want to use Manual Setup for you MUST use a username that is associated with the email that is the same as the Elements Catalyst login. In the example below the email is pete@zenalpha.com

You will need to use Manual setup, but it is only slightly longer than using QuickStart.

Step1. Install the Elements Catalyst Managed Package into the Org you want to sync

Here is link to the Managed Package in the AppExchange

Step 2. Connect the Org to Elements Catalyst 

  • Select the Elements Catalyst App within Salesforce
  • Select the Elements Catalyst Settings tab.  

The Welcome to Elements Catalyst Documentation Hub for Salesforce page will be displayed. Click on the Manual Setup button.  The Elements Catalyst account tab will be shown.

The Elements Catalyst Accounts tab is used to connect a Salesforce Org to an Elements Space.  An Org can only be connected to one Space.  

This Space should exist already in Elements Catalyst (but cannot be a Personal Space) and the user must be an Admin for the Space. This can be a different user and account than the user who is logged into Salesforce.  

Note: when connected to a Sandbox only the ‘Elements Catalyst Account’ and ‘Org Model Setup’ tabs will be shown.

Connect to an Existing Elements Catalyst space

A list of Spaces for the logged in Admin user will be displayed.  Only Spaces which can be connected will be available to select.  

If the Org is a Prod / Dev Org then for the Space to be available there must be an implementation that does not have a Prod Org connected to it.  By default one Implementation, called Default exists. To add more than one Prod / Dev Org to a Space then has to be on the Enterprise, NOT Pro plan.

Select the Space and then select the implementation that you want to connect to.  Click the ‘Connect Selected Space’ button.

Once the Space has been connected to an Org no other Space can be connected to the Org. You can disconnect the Space from the Org if required.

Step 3: Connect Elements Catalyst to the Org

In Elements Catalyst go to the Space Management App for the connected Space. This is accessible through the “Manage Space” button in the right panel

Select the Connections from the left menu and the Salesforce tab at the top.  The page will show the ID of the connected Salesforce Org.

The image below shows a production Org connected.  If a Sandbox is connected then there will be a panel for the Sandbox

Enable the Org Model by using the switch. 

Step 4. Connecting Elements Catalyst to Salesforce

Elements Catalyst is a Salesforce Connected App and in order for Elements Catalyst to communicate with Salesforce it has to connect to Salesforce.  The account used to connect to Salesforce needs Administrator rights.

Click on the “Authenticate”  link.  This will take you to the Salesforce login screen if you are not already logged into Salesforce.  

CARE: If you have multiple Salesforce accounts ensure that you select the correct account.  

If you are using a custom domain, click on the “Use Custom Domain” on bottom of the login panel.

It will ask you to allow Elements Catalyst to have access to the following items within Salesforce.

Elements Catalyst will be configured as a Connected App with the following OAuth scopes.

Add required Remote Site Setting to Salesforce

Once the authentication has completed a dialog will be shown that allows a Remote Site Setting to be added into Salesforce

This opens up Salesforce on the New Remote Site Settings page with the required fields completed.  Select ‘Save’.

Step 5. Schedule the Sync (optional)

Once the connection it is possible to configure that the Salesforce configuration data will be synchronized once a day.  To enable this toggle the schedule switch.  This will request the time at which the synchronization should start.

The time is the local time on the device of the user.  Other users will see the time displayed in their local timezone.

Step 6. Run initial Sync

Use the button in the bottom right of the connection panel to run the sync

To add package data see the following section.

Selecting Managed Packages to include in the sync

By default the meta data retrieved includes all the information from any of the installed managed packages.  To remove or change the packages you need to select which namespaces to include.

Click on the Button ‘Managed Packages’.  This load the list of namespaces included in the Org.  From this select the namespaces to include.

Did this answer your question?