Partner Program

Resources for partners in the Elements.cloud Partner Program

Richard Parker avatar Customer-Success-Team avatar Ksawery Lisinski avatar
11 articles in this collection
Written by Richard Parker, Customer-Success-Team, and Ksawery Lisinski

Joining the Elements Partner Program

How to apply to join the Elements.cloud Partner Program
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Consultant license - Multi-space editor

Multispace editor license; partner license; license for salesforce consultants; consultant license; Project Space
Richard Parker avatar
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"
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Written by Customer-Success-Team
Updated over a week ago

Setting up your Elements Demo environment (Partner Space)

Creating Elements Partner Space; Demo Space; Partner Environment; Templates
Ksawery Lisinski avatar
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
Richard Parker avatar
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
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Written by Customer-Success-Team
Updated over a week ago

Navigating the Org Model

What is in an Org Model, and finding your way around
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Written by Customer-Success-Team
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
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Written by Customer-Success-Team
Updated over a week ago

Hand over project Space to the client

Handover ownership of Space to the client.
Richard Parker avatar
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
Ksawery Lisinski avatar
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
Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago