When you install the Elements managed package in your Org, you need to then manually set up a connection between the package & your Elements implementation.
Article overview
- Prerequisites
- Logging into the Package
Prerequisites
You need:
- Elements account
- Space where you are the Space Admin (e.g. if you created the Space)
- Salesforce connection established from the Elements app and an Org Model synced
Logging into the Package
- Select the Elements App within Salesforce
- Select the Elements Settings tab.
Elements Accounts Tab
The Elements Account tab is used to connect a Salesforce Org to an Elements Space. An Org can only be connected to one Space.
Simply log in to the package using your Elements credentials (username & password). The package will then automatically connect to the already synced org model.
That's it! You can now configure SSO for other users in your Org and get field % population data in your Org model.