Installation and administration guide for the Catalyst managed package

This guide describes how to install and and configure the Elements.cloud Catalyst managed package

15 articles in this collection
Written by Adrian King, Customer-Success-Team, and Ksawery Lisinski

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

Sync failure: troubleshooting

My sync failed; How to fix a failing sync ?

Written by Ksawery Lisinski
Updated over a week ago

Connecting and syncing Salesforce Orgs

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

Written by Ksawery Lisinski
Updated over a week ago

Salesforce Permissions Required to run the Sync

What Salesforce permissions are required to run the sync.

Written by Adrian King
Updated over a week ago

Using a Namespace in your Salesforce Org

Sync behaviour when an Org has a development namespace defined

Written by Adrian King
Updated over a week ago

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?

Written by Ksawery Lisinski
Updated over a week ago

Elements Catalyst Chrome Extension: installation, setup and troubleshooting

Browser extension ; Chrome extension; Installation; Setup; Troubleshooting

Written by Ksawery Lisinski
Updated over a week ago

Salesforce Session Settings and login IP ranges

Impact of Login IP Ranges, and Session Settings on the Org Model Sync

Written by Adrian King
Updated over a week ago

Elements Catalyst mobile app

Installing and using the mobile app (iOS)

Written by Customer-Success-Team
Updated over a week ago

Salesforce Single Sign On (SSO)

Every Salesforce user can access Elements Catalyst using their Salesforce credentials.

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

Opening Salesforce Setup in Lightning vs. Classic

Every item in the Org Model has a link to open it in Setup in Salesforce. You choose Lightning or Classic.

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

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

Understanding Elements Catalyst and Salesforce usernames and

Understanding Salesforce and Elements Catalyst user naming conventions

Written by Customer-Success-Team
Updated over a week ago