Elements.cloud

UPN; Universal Process Notation; How to map out processes; Where are other shapes?; Where are decision boxes?; BPMN; Flowchart shapes

Process mapping with Elements: Methodology, shapes and hierarchy

Business requirement; User story; Process diagram;

Requirements & User Stories - Managing process change

How to quickly capture stories and identify scope of work

Ksawery Lisinski

Brooke Mohnkern

Adrian King

Deep dive articles and materials on how to leverage Elements in common use-cases

How to...?

Setting Up Corporate Management for Consultants

Managing Consulting Users

Corporate Management Features for Consultants

Managing User Sessions for Consultants

Setting User Policies for Consultants

Transfer Space to another domain for Consultants

Overview of "Salesforce Orgs" module and Org Models

How to support specific Consulting use-cases and manage multiple client projects with Elements

Work with Elements as a Consultant

How to apply to join the Elements.cloud Partner Program

Joining the Elements Partner Program

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

Quick start for new Consulting Partners

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

Registering a joint Partner Opportunity with Elements

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

Setting up your Elements Demo environment (Partner Space)

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

Consulting Spaces

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

Setting up a POC or new client sync

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

Use Elements to engage with clients

Handover ownership of Space to the client.

Hand over project Space to the client

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

Create a documentation package

How to invoice for Elements and how to get help

The 3 approaches for billing clients

Richard Parker

Resources for partners in the Elements.cloud Partner Program

Partner Program

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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