The Manual setup options requires that you have the following in place.
- An Elements Catalyst account
- A PRO Space were you are an Admin
- A Salesforce connection license purchased for the target Space
The manual setup will connect the Org to the selected Space in Elements Catalyst.
Accessing the Elements Catalyst App
- Select the Elements Catalyst App within Salesforce
- Select the Elements Catalyst Settings tab.
The Welcome to Elements Documentation Hub for Salesforce page will be displayed. Click on the Manual Setup button. The Elements account tab will be shown.
Elements Catalyst Accounts Tab
The Elements Catalyst Accounts tab is used to connect a Salesforce Org to an Elements Catalyst 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.
Login to Elements Catalyst
To connect, login to Elements Catalyst using a the account of a current Elements Catalyst user. This user needs to be an Admin for the space that you wish to connect to.
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 which the logged in user is an Admin will be shown. Only spaces which can be connected to will be available to select (PRO spaces with provided user account as Admin and an active Salesforce connection license).
If the Org is a Production/Developer Org then for the Space to be available there must be an implementation that does not have a Production Org connected to it.
If the Org is a Sandbox it can be connected to any Implementation for the space.
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.