The Elements Catalyst managed package connects your Salesforce Org to the Elements Catalyst app running on AWS, and provides the following functionality:

  • Salesforce Org Model allows the configuration data in the Salesforce Org to be uploaded and managed in Elements; this connects to an Elements Space that must be Pro, not Free

  • The free Chrome extension allows you to display all dependencies, impact assessment and documentation inside setup

  • User provisioning and single sign-on

In order to connect to your Salesforce Org you need the Salesforce connection license* ($1000 per year per Production Org & its Sandboxes) + at least one editor license ($750 per year per editor).

*Once the license has been purchased you need to create a new Salesforce implementation in your Space.

Connecting and syncing your Org

Sync your Salesforce configuration data into an Elements Org Model to get a unique view of your Org configuration and keep track of the impact of changes. This is invaluable as you clean up your Org and then document the changes as you migrate to Lightning and improve your Salesforce implementation. 

The 15 minute video below provides more insights into how it works and the benefits.

What does the Elements.cloud Catalyst management package do?

It syncs all your configuration data from Salesforce into an Elements Org Model so it is easier to see what has been configured.  It syncs your metadata, not your customer data.

You can then add documentation at any level. You can also link configuration items to requirements, process activities, and an ERD in Elements.

This is invaluable as you configure and then continue to improve and upgrade your Salesforce implementation.

NEXT: Installation and setup

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