Connecting and syncing Salesforce Orgs

This guide describes how to install and and configure the sync of the Salesforce Org

14 articles in this collection
Written by Adrian King, Ksawery Lisinski, and Oliver Jeffcote

Org connection basics

Salesforce Permissions Required to run the Sync

What Salesforce permissions are required to run the sync.

Written by Ksawery Lisinski
Updated over a week ago

Salesforce Session Settings and login IP ranges and their impact on Elements connection

Impact of Login IP Ranges; and Session Settings on the Org Model Sync; Salesforce session settings; login IP ranges

Written by Adrian King
Updated over a week ago

Using a Namespace in your Salesforce Org

Namespace Org; Using namespace for your Org; sync namespace Org

Written by Adrian King
Updated over a week ago

Connecting and syncing the 1st Org

Connecting and syncing Salesforce Orgs

Org Model setup; Connecting Salesforce Orgs to Elements; Syncing Orgs with Elements; Org connection settings; Sync setup; Org Discovery

Written by Ksawery Lisinski
Updated over a week ago

Sync failure: troubleshooting

My sync failed; How to fix a failing sync?; Reasons for sync to fail; Failing sync

Written by Ksawery Lisinski
Updated over a week ago

Installing the managed package & connecting to the Elements space

Written by Adrian King
Updated over a week ago

How to set up the Data Population fetch with the Elements managed package

Setting up data population fetch for your Org; Managed package; Record count; Picklist value population

Written by Oliver Jeffcote
Updated over a week ago

Opening Salesforce Setup in Lightning vs. Classic

Salesforce Classic; Salesforce Lightning; Default Salesforce; Salesforce preferences

Written by Ksawery Lisinski
Updated over a week ago

Elements Chrome Extension

Browser extension; Chrome extension; Installation; Setup; Troubleshooting

Written by Ksawery Lisinski
Updated over a week ago

Syncing additional Orgs

Adding and managing multiple Salesforce implementations

Salesforce connection; Salesforce license; Multiple production orgs; Multiple Salesforce implementations; Connecting Salesforce Orgs

Written by Ksawery Lisinski
Updated over a week ago

Refreshing the Org connection authentication token

Refresh user token; Authenticate the Space; Expired refresh token; Reconnecting to the refreshed Sandbox

Written by Adrian King
Updated over a week ago

Giving access to other users

Invite users to access Org Model or Ref Model

Salesforce Org Model; Grant access; Invite user; Share tab; User rights; How to make someone an editor?; Invite to Org model

Written by Ksawery Lisinski
Updated over a week ago

Auto-login flow between Salesforce and Elements

Make your users automatically logged-in to Elements when they log in to Salesforce

Written by Ksawery Lisinski
Updated over a week ago

Salesforce Single Sign On (SSO)

Salesforce SSO, Salesforce provisioning; Single sign on; Salesforce single sign on; Elements provisioned user

Written by Ksawery Lisinski
Updated over a week ago