Salesforce Permissions Required to run the SyncWhat Salesforce permissions are required to run the sync.
Connecting and syncing Salesforce OrgsOrg Model setup; Connecting Salesforce Orgs to Elements; Syncing Orgs with Elements; Org connection settings; Sync setup; Org Discovery
Setting Up a Salesforce Integration User for Elements SyncWhich Salesforce permissions are required to run the sync.
Salesforce Session Settings and login IP ranges and their impact on Elements connectionImpact of Login IP Ranges; and Session Settings on the Org Model Sync; Salesforce session settings; login IP ranges
Using a Namespace in your Salesforce OrgNamespace Org; Using namespace for your Org; sync namespace Org
Elements GPT
Using Elements AI engine with your Org to accelerate your jobs to be done
Indexing your Org's metadata for AIElementsGPT setup, GPT; Index metadata
Generating stories with ElementsGPTElementsGPT, GPT, Story generation, User Stories, Business Analysis
Story solution recommendationElementsGPT, GPT, How might it be implemented?
Create and manage your own API keys for ElementsGPTAPI Keys for GPT; API Tokens; OpenAI; ChatGPT; ElementsGPT; Automatically generate user stories; Generate implementation recommendations
ElementsGPT LicensingLicensing; ElementsGPT; Consultants; Partners; Enterprise Trial; Trial GPT;
Auto generate a UPN diagram with ElementsGPTDiagram auto generation; UPN; Universal Process Notation; AI; ElementsGPT
ElementsGPT Copilot DataElementsGPT; Ask Elements; Org Query; Capability Search; Org Copilot; Co-Pilot
ElementsGPT Org CopilotElementsGPT; Ask Elements; Org Query; Capability Search; Org Copilot; Co-Pilot
ElementsGPT Org Copilot Sample Use CasesUse cases for ElementsGPT Org Copilot; AI; Generative AI; Capability search; Analytics;
ElementsGPT Automatic Diagram Generation: Use Cases and Best PracticesElementsGPT; Automatic UPN Generation: Diagramming; Business Analysis; AI; Artificial Intelligence: Gen AI; Best Practices; Use Cases;
GDPR regulatory compliance for anyone holding EU Resident data
Data inventory for Salesforce & Pardot, version controlled operating processes, Data Privacy managed app for Salesforce
Enable Data Privacy/GDPR compliance for a Ref ModelHow to convert an existing Ref Model to work for GDPR
Data privacy reporting and analyticsGDPR; Data privacy
GDPR customizationYou can customize GDPR purposes and reasons for holding data
Categorizing fields for data privacyFor each field in the ref model, identify the Personal Data fields and set the rest as "Not Applicable"; Data privacy; GDPR
Sync failure: troubleshootingMy sync failed; How to fix a failing sync?; Reasons for sync to fail; Failing sync
Installing the managed package & connecting to the Elements space
How to set up the Data Population fetch with the Elements managed packageSetting up data population fetch for your Org; Managed package; Record count; Picklist value population
Setting up the Profile metadata batch jobProfile metadata; Managed package; Profiles and permission sets; Comparison reports; Profile analysis;
Opening Salesforce Setup in Lightning vs. ClassicSalesforce Classic; Salesforce Lightning; Default Salesforce; Salesforce preferences
Elements Chrome ExtensionBrowser extension; Chrome extension; Installation; Setup; Troubleshooting
Adding and managing multiple Salesforce implementationsSalesforce connection; Salesforce license; Multiple production orgs; Multiple Salesforce implementations; Connecting Salesforce Orgs
Refreshing the Org connection authentication tokenRefresh user token; Authenticate the Space; Expired refresh token; Reconnecting to the refreshed Sandbox
What is an Org Model?Org model; Salesforce Org; Explorer view; Org model tree; Metadata tree; Metadata tree view
Navigating metadata dictionaryHow to navigate the Org Model ; Metadata dictionary ; How to
Custom views of metadataCustom views of metadata; Metadata filtering and sorting; Metadata analysis
Find specific metadata in the Org modelHow to search for metadata in the Org model
Adding Metadata Descriptions in ElementsSalesforce metadata descriptions, Org documentation, metadata, ElementsGPT recommendations, character limit, sync
Optimize / Clean-up tabClean-up your Org; Mark items to be deleted / optimized; How to optimize my Org?;
Importing Optimize assessment from CSV filesHow to import Optimize assessments to your Org models from CSV files
Field impactField impact analysis; Field documentation; Field usage; % population; How is field impact calculated; What is field impact;
Supported Salesforce cloudsList of supported Salesforce clouds
Full list of Salesforce metadata supported in Org ModelsMetadata, Org Model, Metadata types
Proposed nodesDesign and document metadata required by a change request before you create it
Entitlement Process versioning display rulesEntitlement Process; Versioning enbabled; How Entitlement process displayed
View records by record type in an objectSee how many records; by record type; and get track trends over time
Impact analysis / dependency / usage tab: Field % population and dependency dataField % population; Usage; Where used; Where is field used; Can I delete a field; How populated is a field; Field usage breakdown;
Complexity scoring on metadataHow does Elements calculate complexity of automations
Dependency treesWhere used metadata; Impact analysis; Impact assessment; Metadata dependencies
Dependency explorer gridWhere used metadata; Impact analysis; Impact assessment; Metadata dependencies
Download large dependency setsDownload data sets on dependencies to cross-reference and identify technical debt
How to manually document dependencies in ElementsHow to document external system dependencies with Salesforce; Ref models; Org models; Documenting data flows
Metadata searchHardcoded values, Find username, Tracking dependencies, Finding references, Metadata dependencies
Component dependency searchSearch for references; search for references button
Salesforce metadata change logsHow we can help you keep track of changes in your Salesforce Org
Changes to your Org model: summary email & statusesEmail with Salesforce Org model changes; Org updates summary; Salesforce Org data model changes; Why does it show as updated?
Manage who gets daily sync updatesChange who receives post-sync updates on all changes done in an Org
Report on all changes in your OrgChangelog report; Report on changes: Changes in your Org; Elements reporting; Who made changes in my Org
Salesforce user access
Analyze profiles, permission sets, groups and user access to Salesforce metadata
Get Salesforce user access dataHow to schedule the "Profile metadata information" batch job in the Elements managed package to get the access data
Audit who has access to Salesforce objects, fields, and other sensitive metadata and whyList of users with access to sensitive objects, fields, record types, and other metadata. Who can access data and through which permissions
Users with dangerous permissionReport on users who have dangerous system permissions within the Org
Understand what permissions are being granted by a profile or permission setAnalyze access granted by a profile or a permission set in Salesforce
Compare and consolidate permissions across profiles and permission setsTransition from profiles to permission-set based access model; compare overlap and streamline access granted by profiles and permission sets
Drive up Salesforce user adoption
Using Elements process diagrams and links to documents and systems to improve training
Elements Chrome Extension: embedding in-app help and training in SalesforceTraining; Record Page Help; Salesforce Help; In-app help end-user help Embedding Salesforce training, process diagrams, notes, URL, feedback
Giving Salesforce users access to Elements help & feedbackChoose which users can access in-app Salesforce help and leave feedback for the admins
Analyze Salesforce help usageHow to check if and how Salesforce help is used?
Access Process content on-demand, from any chrome browser window using Elements extensionSearch for and pop up Elements diagrams anywhere you are in a chrome browser; diagram help; process map; chrome extension; process content
Diagram ratings and view historyTracking diagram adoption; help adoption; metrics; view history
Elements Chrome Extension: Admin insightsBrowser extension; Chrome extension; Salesforce Admin; Salesforce Setup; Record Pages; Right panel; Right sidebar; Admin insights;
Landing pages and hotspotsBuild a landing page to link to your documentation; processes & URL links
Prerequisite steps before you start embedding diagrams into external servicesBefore embedding; Prerequisite steps; Salesforce Lightning; Salesforce Classic; Salesforce Utility Bar; webpages, Confluence, Sharepoint
Embedding processes in iframes (webpages, Confluence, Sharepoint and others)Confluence; webpages, Sharepoint, embedding diagrams
Embedding process diagram in Salesforce Lightning Pages and Salesforce Utility BarHow to display process maps in Salesforce; Lightning utility bar; Lightning page; embedded diagrams
Embedding process diagram inside Salesforce Classic (VisualForce)VisualForce; Salesforce Classic; embedded diagrams
Analytics 360
Understand health of your Org across key dimensions
Analytics 360Analytics 360 dashboards
Org at a glance dashboardDashboards in Analytics 360 ; Org at a glance ; Org overview section
Objects overview dashboardAnalytics 360 ; Org overview; Objects overview
Permissions overview dashboardFind profiles, permission sets, permission set groups, and other metadata by how many active users are assigned to them
Automation overview dashboardSalesforce Org Analytics: number of process builder flows in objects
Technical debt dashboardSalesforce Org Analytics: understand report and email template usage
Compliance overview dashboardAnalytics 360 ; Compliance dashboard
Documentation overview dashboardAnalytics 360 ; Documentation overview
Documentation breakdown dashboardAnalytics 360 ; Documentation
Objects usage overviewAnalytics 360 ; Adoption
Object usage dashboardAnalytics 360 ; Object dashboard ; Adoption
Governance overview dashboardAnalytics 360 ; Governance dashboard