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Connecting and syncing Salesforce Orgs
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