Elements.cloud

This article explains who can create folders, how to create them, how they appear in both list and grid views, and what information is available for each folder.

How to Create a Folder in the Agent and Diagram Menus

Diagrams

Architecture Mapping; How to map; Drawing diagrams; How to draw diagrams; Architecture diagram; Salesforce Diagrams; Well architected

System Architecture diagrams

Capability Map Diagram

Leveraging Capability Maps for Salesforce Architecture & Analysis

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

Identify Customer Pain Points and Take Action

Designing Data Models for Salesforce Systems

Salesforce flow ; Automation design; Interaction diagram

Interaction flow basic

Diagram types supported in Elements

Diagram auto generation; UPN; Universal Process Notation; AI; ElementsGPT

Auto-generate a business process diagram in UPN notation with AI

ElementsGPT; Automatic UPN Generation: Diagramming; Business Analysis; AI; Artificial Intelligence: Gen AI; Best Practices; Use Cases;

Use Cases and Best Practices for Automatically Generating Diagrams with AI

Auto-Generate Object Lifecycle Diagrams from Your Salesforce Org; Mine from Salesforce; Mine Business Process

Process Configuration Mining

Generate Salesforce data model diagrams from the Org

Salesforce data model generation

Covers all features related to diagram generation

Auto-generate diagrams

Share diagram; Invite to map; Process diagram access; Grant access; Invite user; How to make someone an editor?; Adding groups to maps;

Invite users to diagrams and set their access rights

How to set which editors can edit which maps and which diagrams in the map? Edit rights on Diagram

Diagram edit rights: Manage edit rights on Maps and individual diagrams

Templates ; Template library; Diagram library ; Diagram templates

Create diagrams from templates

Tagging processes; Tagging diagrams; Process map tagging; Map tagging; Architecture diagram tagging

Tagging Process and Architecture diagrams

Grid view; Looking for processes; Finding the process map;

Grid view for Process diagrams

How to add post-it notes to the diagram; Post-it notes on diagram; How to add sticky notes

Sticky notes on diagrams

Metadata search, Link Salesforce metadata to diagram

Search for and link metadata to diagram

Find the diagram across all hierarchical maps in the space and within a hierarchy of a single map

Diagram search

Printing maps and diagrams

Share diagrams with users; Invite users to diagram; Invite user to map; Map sharing

Share diagram and set access rights

Alignment, sizing and renumbering

Diagram app -  general features

Create map ; create diagram ; stand-alone diagram

Create new diagram

Change who has process ownership and who is the main author for a diagram

Process owner and author

How to renumber / change number of activity boxes

Smart renumbering / automatic renumbering

Copy & paste objects and make drilldown diagram a new map

Export drilldowns and copy and paste activity boxes

Off-page connectors; line connectors; cross-map connectors; process link; flowline linking

How to connect different processes to each other

Change color and style of all objects and text

Colors, styles, format

Data model diagram

Theme; Display; Change colors; Change icons; Process interface; Process display;

Themes : change the display settings for the diagrams

Add images, pictures, photos to diagrams, as attachments. Image fill in activity boxes embedding inside notes. Link from image to URL

Images

Navigate around the map hierarchy using the map tree structure

See map structure using map tree

Exporting maps

Build a map from a set of other maps. Import any map to be a child diagram on an activity step

Import map as a drilldown diagram

How to delete a map (and be able to restore it)

Deleting maps

Copy map

Swimlanes; Colour boxes; Color boxes; Visual analysis; Activity grouping; Process flows; Decision box grouping;

Swimlanes and text boxes: how to group processes

How to embed documentation or convert diagrams from other tools

Embedding content from another app into a diagram

How can I import my diagrams from Tibco Nimbus to Elements.cloud?

TIBCO Nimbus import

Re-use existing diagram

Agentforce; Agent; Instructons; Elements for Agent instructions and test utterance generation

Generate instructions and test cases for Salesforce Agents

Process mapping - Elements view and edit modes

How to send activities to drill down to simplify your process

How to create child diagrams

UPN; Universal Process Notation; quality check ; standards check; syntax check

Process Diagrams UPN Standards Review

Everything you need to know about how Elements allows you to deliver highest standard of knowledge process mapping

Map processes and collaborate on business improvement

Links; attachments; how to add a link; how to add documentation; link other items; how to attach an image, requirement, story, process

Links & attachments

Control all the URL links to document management systems and apps centrally

Managing links with the URL Library (PRO)

How to group space users and set different attachments visibility to different user groups

User groups and attachment visibility rights

How to capture structured information or extend the meta data

Creating, populating and reporting on Data Tables

How to copy a data table that you have created in one space to be used in another space

Copying a Data Table to a new Space

Custom tags

Documentation / attachments

Publishing diagrams in the hierarchy and avoiding broken hierarchies (pending diagrams)

Versioning diagram hierarchies

Enable and set up authorizers on your business diagrams

Request authorization on changed diagrams

Learn how to inspect, accept, authorize and reject diagrams submitted for authorization.

Authorize changes to business process

How to set up users who will have to sign off they have seen and understood new business processes - Acknowledgements

Set up process trainees - Training Records

How to request sign-off on new processes from end-users / employees

Request acknowledgment of new processes

Inspect new operational processes and sign off you have understood the changes

Acknowledge you have seen and understood new processes

Learn about diagram version logic and process releases

Diagram versions and publishing new diagrams

Changelog; Process change-log; Edit changelog; Diagram change log

Recording and viewing diagram changes

Version control and continuous improvement for GDPR, ISO9001, FDA, and FCA compliance

Governance; releases, versions and compliance; ISO9001 (PRO)

Visit our website

Go to Elements.cloud

Academy

Developer Hub

Find answers and get help from Intercom Support and Community Experts

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