Elements.cloud

Learn how to surface, understand, and prioritise technical debt in your Salesforce Org — from inactive metadata and automation sprawl to hard-coded references and high record volumes.

Identify & Clean Up Technical Debt in Your Salesforce Org

Practical how-to's on accomplish business objectives with Elements.cloud

Solution guides

This article defines the most commonly used terms in the Elements.cloud platform and where they are used.

Getting Started - Get Familiar with Elements.cloud Terminology

This article will help you understand how to navigate through the different components, tools and settings in the Elements.cloud platform.

Introduction:  Basic Navigation

This article provides an overview of the certification program including the rationale and topics covered on tests and exercises.

Elements.cloud Certification

Brief instructions and demonstrations of Elements fundamentals.

Quick Start Guides

Solution guides geared towards specific Salesforce Clouds, like Revenue Cloud, Industries, etc.

Salesforce Cloud-specific guides

A guide to identifying, classifying, and cleaning up inactive Salesforce CPQ configuration records using Elements.cloud

Eliminate Inactive CPQ Configuration

A guide to finding and updating product references across Salesforce CPQ configurations using Elements.cloud

Make Bulk Updates to Product Codes, SKUs, Families, and Product Names Across Your Entire CPQ Configuration

A guide on how to monitor, audit, and revert changes to Salesforce CPQ configurations using Elements.cloud.

Track Changes to CPQ Rules and Revert When Necessary

CPQ; Quote Line Microscope; Salesforce; Diagnose; Troubleshoot; Fix Pricing Errors; CPQ Quotes;

Understand, Troubleshoot, and Fix Pricing Errors in CPQ Quotes

Elements Quote Line Microscope

Salesforce CPQ; Quote Line Microscope; Price Rule Analysis

Setting Up the Quote Line Microscope for CPQ

How Elements can help uncover complexity of CPQ rules, simplify configuration and help transition to Revenue Cloud Advanced

Salesforce CPQ / Revenue Cloud

How Elements helps you understand and standardize on how the business operates

5 steps to operational knowledge

Using Elements for business process discovery and process-led-design

Understand how the business operates

Capture people who hold operational knowledge of your organization; document business stakeholders on metadata

Identify owners and stakeholders on key capabilities and metadata

Metadata-first approach to identifying knowledge holders and authorizers in the business

Map stakeholders for system capability

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

What is Universal Process Notation UPN and how to use it?

Customer journey map ; customer sentiment; customer experience, customer experience mapping; customer experience diagram

Customer Journey Diagram

Discovery; Pre-sales; Process discovery; Requirement gathering; Consulting

Using process-led approach in consulting pre-sales / discovery framework

Using Elements in live workshops; Process discovery workshop ; Capturing current business processes

Understand and capture the current 'As-Is' way of operating in a live workshop

Understand and capture the current 'As-Is' way of operating from existing documentation

To-Be process mapping; Future state analysis

Capture the future To-Be way of operating from the captured As-Is

To-Be process mapping; Future state analysis ; Innovation

Capture the future To-Be way of operating from scratch / innovate new ways of working

Capturing business requirements and user stories against the business process diagrams

Perform fit-gap analysis and capture complete business requirements and user stories

Business process mapping methodology for capturing operational knowledge of the business

Analyze and design customer journeys and business processes

Guide on how to document Salesforce metadata components linked to business processes and architecture diagrams

Linking Salesforce Metadata to Business Processes for Smarter Change Management

Demonstrate which business processes support regulatory requirements

Document your process knowledge against metadata

A guide on setting up simple in-app help for Salesforce users using Elements to improve efficiency and reduce user errors.

Create Ad-hoc, Individual In-App Enablement Resources for Your End Users

A guide for requesting formal acknowledgment from users on new ways of working to ensure compliance and operational efficiency

Train End Users on How to Do Their Job with Systems in Accordance with Best Practice

How to use process diagrams for training, compliance, and standardization within a business

Drive standardization of ways of working

Using Configuration Mining to understand Org architecture and how it supports existing business processes

Understand Salesforce configuration and architecture

This guide explains how to use Elements to design Salesforce architecture diagrams for scalable, secure, and high-performing solutions

Design the Technical Architecture of the Salesforce Solution to Ensure Scalability, Security, and Performance

Lightning pages; Dynamic forms ; Design Salesforce UX

Design and Maintain a Lovable, Lean Lightning User Experience in Salesforce

Org Design

MetaFields; Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Maintenance

Plan and execute scheduled maintenance of your Org capabilities

Record count; Org Discovery; Object records;

Identify and mitigate performance risks due to high record counts in Salesforce

Flows; Well-architected; Flow architecture; Performance; Scalability

Optimize Your Salesforce Flow Architecture for Better Performance and Scalability

A guide to ensuring that your Salesforce automations are always running on the latest API versions to avoid tech debt, issues, and risks.

Monitor, Identify, and Keep Your Salesforce Automations on the Up-to-Date API Version

Hard-coded references; remove references; code optimization

Identify and Remove All Hard-Coded References in Automation and Code

MetaFields; Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Auditing

Plan a 'lift and shift' Org Merge without business process redesign

A guide to efficiently identifying and managing inactive metadata components in Salesforce

Find and Remove Inactive Metadata from Your Salesforce Org

A guide explaining the various options to document integrations between Salesforce and external systems using Elements.cloud.

Documenting Integrations and Relationships Between Salesforce and Other Systems

This article explains how to migrate Apex to Flow using the Elements.cloud software to ensure a seamless transition.

How to migrate Apex classes to Flow for easier maintainability, scalability and quicker deployment.

Tech debt identification; Org Clean-up; Org health review; Health assessment; Tech debt documentation

Identifying Technical Debt and Redundant Metadata in Salesforce

Object importance and complexity; Org analysis; Org deep dive; Org merger; Pre-implementation assessment; Audit; Tech debt identification

Assess Object Importance & Project Risk via Automations in Org Discovery

Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Auditing; SOX , PHI , PII, Financial compliance

MetaFields: set up custom fields on Salesforce metadata

Using Elements for essential Salesforce Org maintenance

Metadata analysis and management

Classify objects and fields that hold sensitive information and document who should have access to the data within

List of users with access to sensitive objects, fields, record types, and other metadata. Who can access data and through which permissions

Audit who has access to Salesforce objects, fields, and other sensitive metadata and why

User access configuration

Use Process Configuration Mining to identify and fix overprovisioned access and Separation of Duties risks for Salesforce compliance.

Using Process Configuration Mining for Compliance and Security Reviews

How process configuration mining helps address sources of poor data quality and improve data governance

Fix the Source, Not the Symptoms: Using Process Configuration Mining to Improve Data Quality and Governance

A focused guide on identifying AI agent opportunities using business process diagrams generated by Process Configuration Mining.

How to Use Process Configuration Mining Output for Agentification

Guide to using Process Configuration Mining to streamline and improve Salesforce Org mergers.

How to use Process Configuration Mining to Plan Salesforce Org Mergers

Use Data Model Generation in Elements.cloud to identify existing standard objects and avoid unnecessary custom development.

How to avoid redundant custom objects using Data Model Generation

Learn how to use Elements’ Salesforce Data Model Generation to analyze schema, choose the right objects, and build reliable reports.

How to understand your Salesforce data model to build accurate reports and dashboards

Use schema diagrams to design accurate external integrations.

How to use Salesforce data model diagrams to design external integrations

How to use Elements.cloud data model diagrams to plan accurate and reliable data load sequences during Salesforce migrations.

Understand Salesforce Data Model for Data Migrations

Understand how your Org is designed to work

Salesforce Configuration Mining: understand how your Org is designed to work

This guide helps Salesforce platform owners use metadata change insights to manage the stability and security of their Org.

How to Monitor and Act on Salesforce Metadata Changes to Maintain Org Stability and Security

Understand and increase RoI of Salesforce development

Visit our website

Go to Elements.cloud

Academy

Developer Hub

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