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
Installing the Package
Logging into the Package
Elements Account Tab
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Prerequisites
Registered Elements account
Space where you are the Space Admin (e.g. if you created the Space)
Salesforce connection established between the Elements app and an Org Model
Installing the Package
Our managed package is available from the Salesforce AppExchange here.
You can also find the package by navigating to our website, elements.cloud, and hovering over the "Login/Register" tab. This will show you a menu where you can click the link to download our Managed Package for either Production or Sandbox Orgs.
This will take you to the direct download link. From here you follow the instructions in Salesforce to download the package.
Once downloaded you will need to finish the setup by following the steps below.
Logging into the Package
Select the Elements App within Salesforce
Select the Elements Connection details tab.
Connection details tab
The Elements Account tab is used to connect a Salesforce Org to an Elements 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.
TIP A Salesforce Org can only be connected to one Space.
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Install our Chrome extension - this will bring your Salesforce experience to the next level, provided by Elements Chrome add-on