Elements.cloud

Sync the org in Elements <a href="https://app.q9elements.com/" rel="nofollow noopener noreferrer" target="_blank">Elements Home</a>

Install Q9 Elements package into the org on Salesforce <a href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJicYUAT&amp;tab=e" rel="nofollow noopener noreferrer" target="_blank">Elements.cloud: Metadata Dictionary, Org Impact Dependency Analysis, Documentation</a>

Give the user (who is the refmodel owner) Elements Admin Permission Set IMPORTANT: The job will not upload profiles if there is no such assignment

Login to the Elements Settings page on SF

1. Set up Advanced settings like on the image for EU Instance Domain: <a href="http://app.q9elements.com/" rel="nofollow noopener noreferrer" target="_blank">app.q9elements.com</a> API Domain: <a href="http://api.q9elements.com/" rel="nofollow noopener noreferrer" target="_blank">api.q9elements.com</a> API Port Number: Leave empty - if this is not allowed, use Port 443
 
 
 For US Instance, the Advance setting tab will be set up as seen in the image below
 Domain: app.us.elements.cloud
 API Domain: api.us.elements.cloud 
 API Port Number: Leave empty - if this is not allowed, use Port 443
 
 
2. Login using the production user’s credentials
 
 
3. Save new Remote Site Settings (if there is a warning)

After successful login check if the space details are correct

Open the Scheduled Jobs tab and schedule a job

1. Set up the ‘Profile Metadata Information’ job TIP: Do not forget about timezone
 
2. Add again new Remote Site Settings (if needed)
 
3. Click on the ‘Schedule’ button

1. Sync the org in Elements <a href="https://app.q9elements.com/" rel="nofollow noopener noreferrer" target="_blank">Elements Home</a>
2. Install Q9 Elements package into the org on Salesforce <a href="https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJicYUAT&amp;tab=e" rel="nofollow noopener noreferrer" target="_blank">Elements.cloud: Metadata Dictionary, Org Impact Dependency Analysis, Documentation</a>
3. Give the user (who is the refmodel owner) Elements Admin Permission Set IMPORTANT: The job will not upload profiles if there is no such assignment
 
 
4. Login to the Elements Settings page on SF
 1. Set up Advanced settings like on the image for EU Instance Domain: <a href="http://app.q9elements.com/" rel="nofollow noopener noreferrer" target="_blank">app.q9elements.com</a> API Domain: <a href="http://api.q9elements.com/" rel="nofollow noopener noreferrer" target="_blank">api.q9elements.com</a> API Port Number: Leave empty - if this is not allowed, use Port 443
 
 
 For US Instance, the Advance setting tab will be set up as seen in the image below
 Domain: app.us.elements.cloud
 API Domain: api.us.elements.cloud 
 API Port Number: Leave empty - if this is not allowed, use Port 443
 
 
 2. Login using the production user’s credentials
 
 
 3. Save new Remote Site Settings (if there is a warning)
 

5. After successful login check if the space details are correct
 
6. Open the Scheduled Jobs tab and schedule a job
 1. Set up the ‘Profile Metadata Information’ job TIP: Do not forget about timezone
 
 2. Add again new Remote Site Settings (if needed)
 
 3. Click on the ‘Schedule’ button
 

7. Checking if the job was successfully run

Check the Schedule Job page in Setup

Check the Apex Job page in Setup Total Batches describes total number of profiles in the Org Batches Processed describes number of profiles that have been processed

7. Run sync when the job is successfully finished

Profile metadata; Managed package; Profiles and permission sets; Comparison reports; Profile analysis;

Steps: