In order to make in-app Salesforce help, searchable diagrams and the ability to leave in-app Salesforce feedback easily accessible to your end users, you need to set up two-side SSO between Elements & Salesforce.

Article outline:

  1. Prerequisites
  2. 4 steps to set up end user access

Prerequisites

The availability of in-app help, searchable diagrams and feedback is part of our Enterprise plan. You need to have purchased the correct license to have this functionality enabled.

4 steps to set up end user access

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