Registering with Elements takes only a minute, but the time saved when using the software is counted in weeks. With this article, you will learn how to start this journey.
Article Outline
Prerequisites
Different ways to register with Elements
Registration prerequisites
Naming your space
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Prerequisites
Email address for account registration and verification (for self-registration)
Elements Managed Package in your Salesforce Org (for provisioning users from Salesforce)
Different ways to register with Elements
If you are a new use within an existing Elements.cloud customer, you may have been provisioned and/or have Single Sign On setup. If that is the case,
If you are a Salesforce employee, you can click on your OKTA tile. (note - there may be a temporary need to register first for a free account, and then click on the tile).
In any case, you can create your free account directly from our registration page.
Registration prerequisites
First name and last name
Email address (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
TIP If you are having any issues registering or verifying your username, please contact us at support@elements.cloud.
Naming your first Space
Upon successful verification and on your first login, you will be asked to name your Space and choose if you would like to:
use the (Playground Space - Fully functional space for training, but cannot share or copy any work product from this space)
Find out if there are Spaces within your Organization and get invited to them. (you will need to ask an existing user to invite you)
create a Space
And voilà! You are good to go :)
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Update your Elements profile - tell us who you are
Installing the managed package - Managed package makes your experience with Elements even more immense