Elements.cloud

Installation guide: How to connect a Salesforce Org? Required permissions to connect the org.

Connect and sync a Salesforce Org

How to install the Elements managed package; connect managed package; record information job; profile metadata information job; record audit job.

Elements Managed Package Setup

Connecting Elements.cloud to your Salesforce Production Org is designed to be low-impact, both in terms of API usage and platform limits. Below is a clear breakdown of what to expect.

Impact of Connecting Elements.cloud to a Salesforce Production Org

Gain full control over when your org synchronizations run by enabling the Manual Sync Only policy. This option prevents automatic daily syncs and requires manual initiation only by authorized users.

Setting Up and Managing Manual Sync Only Policy

We have updated the Elements for Salesforce managed package to Salesforce's second-generation packaging model (2GP). This article explains what's changing, a known upgrade issue to check for, and the migration…

Elements for Salesforce migration from 1GP to 2GP

Connecting Elements to Salesforce with a refresh token expiry policy

Setting Salesforce OAuth Refresh token policy

Connecting your Salesforce Org

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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