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Trialing Elements and getting Proof of Value
Trialing Elements and getting Proof of Value

Personal environment; Sandbox;

Updated over 3 months ago

This guide captures how you can trial and experience the value of Elements.cloud software.

Depending on the type of your organization, you will have to follow a different path.

Trialing the product as a direct Salesforce customer

A trial with your own org data is the most effective way to understand if Elements can deliver the results you need. It’s not “how great” the capabilities of Elements.cloud are – but how effectively it helps you solve the challenges you are facing.

Ultimately, it’s how the results you can get support a business case for investing your time, resources, and the cost of the software.

Next steps

  1. Set up a call with one of our experts to set up your trial to get the most value out of it.

  2. The more specific background and use cases you can provide, the better we can help, but we understand if you’re exploring too.

  3. If you decide this is not for you, or the timing is not right, there are no obligations. The catch-22 is that without running the trial, it’s very hard to know. So let’s get going!

Trialing the product as a consultant


If you are a Salesforce consultant, we can recommend one of two ways for you to explore the product:

Try out capability in the playground environment

You can self-register to Elements and access your own free 'playground' environment. It is a space which every user has with full functionality BUT NO ABILITY TO COPY CONTENT FROM....So do not use it for any real work:

  • It is not time limited

  • It is restricted to connecting a Development Org or Trial Org only

  • It is personal and unique to each user, meaning it cannot be shared with other users (it cannot be used to collaborate with others)

See how to register below. Your playground space is the default space you enter on self registration.

Note: if you have been provisioned by your organization or are registering by having been invited to content, you may be in a different space and will have to select "Space List" to navigate to your playground.

Request a formal trial

As part of the trial, you will be given a trial workspace which you can use to test the functionality of the product and collaborate with your colleagues.

The trial space should not be used for a client project, as it cannot be then turned in a consulting space later on. It is a time-limited space that is perfect for connecting a development, trial or your own Salesforce org and testing related capabilities.

Book a call to set up your trial.

Registration prerequisites

  • First name and last name

  • Email address (this will be your Elements username)

  • Role (how you see your role in your organisation)

  • Password (needs to have at least one capital letter and one number)

  • Agreement to our Terms of Service

Playground

Upon completing self-registration, you will log in to Elements and be in your Playground space automatically. Follow the prompts to explore the product.

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