Elements.cloud

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

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 and how to use it?

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

Using UPN for customer journey mapping

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 Elements for metadata analysis and management

Understand Salesforce configuration and archtiecture

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

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

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