Using Elements, you can document the users who are stakeholders for a particular node in either your Salesforce Org model or a Reference model.

Article outline

  • Prerequisites

  • How to add stakeholders

  • Editing stakeholders

  • What are the stakeholder roles?

  • My Metadata view

  • You might also be interested in

Prerequisites

How to add stakeholders

To add a stakeholder, navigate to the right panel in your Org or Reference model. From the first tab, click "Add stakeholder".


This will open a window allowing you to search for the user you want to add as a stakeholder. You can only add users who are currently a member of the Space - as you type their name or email in, they should show in the dropdown.

Here you can also select which role they have as a stakeholder, and leave a descriptive comment on the nature of this role.

You can add up to 20 stakeholders on any given node.

Editing stakeholders

You can easily edit a stakeholder by clicking it in the right panel. This will open a window where you can change the stakeholder, their role, and the comment:

What are the stakeholder roles?

There are 4 stakeholder roles that you can assign to a user:

  • Owner

  • Authorizer

  • Consulted

  • Informed

You can only add a user once, and assign one role to them. However, you can add up to 20 stakeholders, and there can be multiple users with the same role. For example, below you can see there are 2 users who are "Owners" of the Account object, and one user who is the "Authorizer":

How to remove stakeholders

To remove stakeholders, simply click the cross next to the stakeholder's name. This applies to both Org and Reference models.

This action cannot be undone. If a user is removed from the Space or Reference model, they will be removed as a stakeholder.

My Metadata view

The "My Metadata" view shows you all the metadata you are a stakeholder on. This view allows you to narrow down and only see metadata relevant to you. From this view, you can still access the right panel and carry out the same actions as usual.

To switch from the "Metadata Dictionary" to "My Metadata" view, select it from the dropdown list above the model:

TIP Looking for more features? Contact us at success@elements.cloud - we'd love to hear your feedback and use-cases, to help us build the right solution for you.

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