Partner Program

Resources for partners in the Elements.cloud Partner Program

11 articles in this collection
Written by Adrian King, Richard Parker, and Ksawery Lisinski

Joining the Elements Partner Program

How to apply to join the Elements.cloud Partner Program

Written by Ksawery Lisinski
Updated over a week ago

Consulting license - Multi-space editor

Multispace editor license; partner license; license for salesforce consultants; consultant license; Project Space

Written by Richard Parker
Updated over a week ago

Registering a joint Partner Opportunity with Elements

This replaces "Adding your Partner ID to Spaces to track referral fees"

Written by Adrian King
Updated over a week ago

Setting up your Elements Demo environment (Partner Space)

Creating Elements Partner Space; Demo Space; Partner Environment; Templates

Written by Ksawery Lisinski
Updated over a week ago

Creating and Managing Spaces for Clients

As a Consultant - adding a space per client; working with clients; setup customer space; create customer space

Written by Richard Parker
Updated over a week ago

Setting up a new client sync

Sync to a client's Org for the first time or adding additional Orgs to a Space

Written by Adrian King
Updated over a week ago

Navigating the Org Model

What is in an Org Model, and finding your way around

Written by Adrian King
Updated over a week ago

Use Elements to engage with clients

Running Org Health Checks, demonstrating to clients and assessing risk of projects and selling clean-up projects

Written by Adrian King
Updated over a week ago

Hand over project Space to the client

Handover ownership of Space to the client.

Written by Richard Parker
Updated over a week ago

Create a documentation package

Creation of documentation packages for clients; how to create a set of documents for the client's Org

Written by Ksawery Lisinski
Updated over a week ago

The 3 approaches for billing clients

How to invoice for Elements and how to get help

Written by Ksawery Lisinski
Updated over a week ago