Installation and administration guide for the Catalyst managed package

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

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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
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Written by Ksawery Lisinski
Updated over a week ago

Sync failure: troubleshooting

My sync failed; How to fix a failing sync ?
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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
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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.
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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
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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?
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Written by Ksawery Lisinski
Updated over a week ago

Elements Catalyst Chrome Extension: installation, setup and troubleshooting

Browser extension ; Chrome extension; Installation; Setup; Troubleshooting
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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
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Written by Adrian King
Updated over a week ago

Elements Catalyst mobile app

Installing and using the mobile app (iOS)
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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.
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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
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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.
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Written by Ksawery Lisinski
Updated over a week ago

Installing the managed package & connecting to the Elements space

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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
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Written by Ksawery Lisinski
Updated over a week ago

Understanding Elements Catalyst and Salesforce usernames and

Understanding Salesforce and Elements Catalyst user naming conventions
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Written by Customer-Success-Team
Updated over a week ago