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Installation and administration guide for the Catalyst managed package
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; Org Discovery
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