Elements.cloud

Understanding Automation in Salesforce

Salesforce Metadata Dictionary

External AI; ElementsGPT; Story Generation; User Stories; External Generation; LLM; Diagram Generation; Agentforce Test Generation;

ElementsGPT: Using your own Trust Layer connection

Using Elements AI engine with your Org to accelerate your jobs to be done

Elements GPT

Org model; Salesforce Org; Explorer view; Org model tree; Metadata tree; Metadata tree view

What is an Org Model?

How to navigate the Org Model ; Metadata dictionary ; How to

Navigating metadata dictionary

Custom views of metadata; Metadata filtering and sorting; Metadata analysis

Custom views of metadata

How to search for metadata in the Org model

Find specific metadata in the Org model

Salesforce metadata descriptions, Org documentation, metadata, ElementsGPT recommendations, character limit, sync

Adding Metadata Descriptions in Elements

Reference model; Compliance model; Data models; Data inventory; Pardot; Mailchimp; External systems model; What is a Ref model?; GDPR

Reference / compliance models

Salesforce Org Model; Grant access; Invite user; Share tab; User rights;  How to make someone an editor?; Invite to Org model; Invite to Reference Model

Share and manage access to the Metadata Dictionary

Metadata Dictionary basics

Design and document metadata required by a change request before you create it

Proposed nodes

Entitlement Process; Versioning enbabled; How Entitlement process displayed

Salesforce Entitlement Processes - edge cases

Supported Salesforce Clouds and metadata

Supported metadata

Field % population; Usage; Where used; Where is field used; Can I delete a field; How populated is a field; Field usage breakdown;

Impact analysis / dependency / usage tab: Field % population and dependency data

How does Elements calculate complexity of automations

Complexity scoring on metadata

Metadata utilization

Where used metadata; Impact analysis; Impact assessment; Metadata dependencies

Dependency trees

Dependency explorer grid

Download data sets on dependencies to cross-reference and identify technical debt

Download large dependency sets

How to document external system dependencies with Salesforce; Ref models; Org models; Documenting data flows

How to manually document dependencies in Elements

Hardcoded values, Find username, Tracking dependencies, Finding references, Metadata dependencies, Find error description

Find metadata references

Search for references; search for references button

Component dependency search

Metadata dependencies

Clean-up your Org; Mark items to be deleted / optimized; How to optimize my Org?;

Assessment tab/Optimization

Field impact analysis; Field documentation; Field usage; % population; How is field impact calculated; What is field impact;

Field impact

Clean-up

Extract data from org model; Export salesforce data; report on field usage; report on field access; audit of org changes; Org Discovery

Salesforce Org Model reports

Reporting

How we can help you keep track of changes in your Salesforce Org

Salesforce metadata change logs

Email with Salesforce Org model changes; Org updates summary; Salesforce Org data model changes; Why does it show as updated?

Changes to your Org model: summary email & statuses

Change who receives post-sync updates on all changes done in an Org

Manage who gets daily sync updates

Changelog report; Report on changes: Changes in your Org; Elements reporting; Who made changes in my Org

Report on all changes in your Org

Change logs

How to schedule the "Profile metadata information" batch job in the Elements managed package to get the access data

Get Profile access data

Report on users who have dangerous system permissions within the Org

Audit users with dangerous permissions

Analyze access granted by a profile, permission set or permission set group in Salesforce

Understand what permissions are being granted by a profile, permission set or permission set group

Transition from profiles to permission set-based access model; compare overlap and streamline access granted by permission controllers

Compare and consolidate permissions across profiles, permission sets and permission set groups

Analyze profiles, permission sets, groups and user access to Salesforce metadata

Salesforce user access

Training; Record Page Help; Salesforce Help; In-app help end-user help Embedding Salesforce training, process diagrams, notes, URL, feedback

Elements Chrome Extension: embedding in-app help and training in Salesforce

Search for and pop up Elements diagrams anywhere you are in a chrome browser; diagram help; process map; chrome extension; process content

Access Process content on-demand, from any chrome browser window using Elements extension

Elements Extension: Admin insights

Build a landing page to link to your documentation; processes & URL links

Landing pages and hotspots

Before embedding; Prerequisite steps; Salesforce Lightning; Salesforce Classic; Salesforce Utility Bar; webpages, Confluence, Sharepoint

Prerequisite steps before you start embedding diagrams into external services

Confluence; webpages, Sharepoint, embedding diagrams

Embedding processes in iframes (webpages, Confluence, Sharepoint and others)

How to display process maps in Salesforce; Lightning utility bar;  Lightning page; embedded diagrams; Sharepoint; Confluence

Embedding diagrams within Salesforce and other apps

VisualForce; Salesforce Classic; embedded diagrams

Embedding process diagram inside Salesforce Classic (VisualForce)

Using Elements process diagrams and links to documents and systems to improve training

Drive up Salesforce user adoption

Analytics 360

Dashboards in Analytics 360 ; Org at a glance ; Org overview section

Org at a glance dashboard

Analytics 360 ; Org overview; Objects overview

Objects overview dashboard

Find profiles, permission sets, permission set groups, and other metadata by how many active users are assigned to them

Permissions overview dashboard

Salesforce Org Analytics: number of process builder flows in objects

Automation overview dashboard

Salesforce Org Analytics: understand report and email template usage

Technical debt dashboard

Compliance overview dashboard

Documentation overview dashboard

Documentation breakdown dashboard

Analytics 360; Adoption; Usage; Object analysis;

Objects usage overview

Analytics 360 ; Object dashboard ; Adoption

Object usage dashboard

Governance overview dashboard

Org discovery; Analyse objects; Analyse object automations; Object dependencies; Visualise object configuration; Object importance

Object analysis dashboard

Understand health of your Org across key dimensions

Access Change Monitoring; Org Access Monitoring; Real-time monitoring; Permissions and access changes

Access change monitoring overview

How to set up Access change monitoring

Recommended policies to configure, the workflow for acting on alerts, and what to do when monitoring is paused.

Using the Access change monitoring tool

Detect permission and access changes in your Salesforce org in near real-time, with targeted notifications and full context for triage.

Access Change Monitoring

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