Elements.cloud

Step-by-step installation and setup checklists

Administrative guides

Workspace, account management, permissions

Registering; Elements registration; Registration email; Registration requirements; How to register

Registering with Elements

Verify account; Verify email; Verify Elements user; Login problem;

Verify account

Login; Logging in; Log in; Elements login; How to login; How to log in;

Logging into Elements

Profile; Profile update; How to update profile; Update picture; Change profile information; Change password, How to change password

Updating your profile

Supported devices; What devices can I use; What technology is supported by Elements; Types of devices supported by Elements

Devices: desktops, laptops, tablets and smartphones

Data holding; ISO27001; Data security; How Elements use my data; Where is my data stored; What does Elements do with my data

Elements Data Security and Compliance

Does Elements work equally well in all browsers; Supported browsers; What browser should I use; Browsers to use

Supported browsers

How to adjust your screen and solve any display issues

Getting the best screen display setting

Elements.cloud Email Configuration

Quick guide on how to start jour journey to value

Registration, login, profile and security

What is a workspace? How to use Spaces? Where does my content reside? How to use spaces? How many spaces can I have? Can I rename a Space?

What is a Space and how to use Spaces for managing content

Create new Space

Add user to the space; Space sharing; Space access; Space invite; Grant access to users;

Invite users to a Space

Change domain on the Space

Delete Space

Control who is a member of the Space. Who can see content, create/edit process maps, Org/Ref models, libraries Control who can invite share

Restrict Space access and content sharing

Public Spaces; Promoting diagram content; Promote business; Public maps;

Public Space

Learn how to upgrade from a free Elements workspace to a paid plan.

Moving from a Free to a Paid subscription

Setting your default Elements Space

Workspaces

Assign user rights; Permissions; Manage users; Swap license; Grant license; User management; Space management; How to make someone an editor

User permissions on a Space

How to permanently delete a user account?

Delete user account

Ask for edit rights on a diagram or a map

Request edit rights

How to grant and manage user permissions and ownership of content

User permissions

POC, Getting Started, Explore the full Elements capability before buying

Proof of Concept / Trial

This FAQ answers common questions related to billing and invoices.

Invoice FAQ

Private environment; Separate instance of Elements; How does private cloud for Elements work?; Custom domain and environment for Elements

Private cloud

Logging out of active sessions on different devices

Manage my login sessions

How to steps on resolving a suspended Elements instance.

Your Elements is Suspended

Consulting space; Consulting license; Elements for consultants

Elements for Consultants: Getting started using Elements.cloud in your consulting practice

Accounts & Billing

Installation guide: How to connect a Salesforce Org? Required permissions to connect the org.

Connect and sync a Salesforce Org

How to install the Elements managed package; connect managed package; record information job; profile metadata information job; record audit job.

Elements Managed Package Setup

Connecting Elements.cloud to your Salesforce Production Org is designed to be low-impact, both in terms of API usage and platform limits. Below is a clear breakdown of what to expect.

Impact of Connecting Elements.cloud to a Salesforce Production Org

Gain full control over when your org synchronizations run by enabling the Manual Sync Only policy. This option prevents automatic daily syncs and requires manual initiation only by authorized users.

Setting Up and Managing Manual Sync Only Policy

We have updated the Elements for Salesforce managed package to Salesforce's second-generation packaging model (2GP). This article explains what's changing, a known upgrade issue to check for, and the migration…

Elements for Salesforce migration from 1GP to 2GP

Connecting Elements to Salesforce with a refresh token expiry policy

Setting Salesforce OAuth Refresh token policy

Connecting your Salesforce Org

Set up Claude, ChatGPT, Cursor, VS Code, Codex or Copilot Studio with the Elements MCP server: find your endpoint, sign in and verify.

Connect your AI assistant to the Elements MCP server

An Elements MCP playbook that turns a planned Salesforce bulk data load into a pre-load safety package, optional sandbox rehearsal and ordered backlog.

Data Load Impact

An Elements MCP playbook that compares approaches to a Salesforce automation or schema change and prepares an impact report with a draft backlog.

Analyze Change Impact

An Elements MCP playbook for mapping and designing Salesforce business architecture as Elements diagrams, from documents, transcripts or your connected org.

Elements Map and Design

All 56 Elements MCP server tools: what each does, its required inputs, whether it reads or writes, and the plan, add-on and role it needs.

Elements MCP server tools reference

What the Elements MCP server can access, how sign-in and Space permissions work, and how to audit or revoke AI assistant connections.

Elements MCP server security, data access and admin controls

Example prompts for the 15 Elements skills: explore metadata, audit access, check org health, plan changes and build process maps with AI.

Elements MCP server: supported skills

Fix Elements MCP connection problems: no Spaces, sign-in loops, 401 or 405 errors, rate limits, timeouts and client-specific issues.

Elements MCP server troubleshooting

How Elements MCP playbooks guide a complete Salesforce process end to end, what you need, and how to install one.

What is an MCP playbook?

An Elements MCP playbook that finds Apex classes and triggers your Salesforce org can safely remove, and prepares removal plans for review.

Remove Unused Apex

Articles describing connecting to Elements MCP server

MCP Server

JIRA cloud; JIRA server; company managed projects; team managed projects

Connect with JIRA

Azure DevOps; Azure; Work Items; Work Item Types

Connect with Azure DevOps

Salesforce DevOps Center; Stories; Work items; DevOps; Change Management

Connect with Salesforce DevOps Center

Copado; User stories; DevOps; Integration

Connect with Copado

API Keys for GPT; API Tokens; OpenAI; ChatGPT; ElementsGPT; Automatically generate user stories; Generate implementation recommendations

Create and manage your own Open AI API keys for AI capabilities

Articles describing traditional connectors to elements web app

Direct integrations

Corporate Management ; Corporate settings ; Provision users; Control access

Manage all your users and content across your corporate environment

Enhance your account's security with Two-Factor Authentication, a powerful feature designed to protect your data from unauthorized access.

Setting Up and Managing Two-Factor Authentication (2FA)

Using an Identity Provider such as Azure AD or OKTA to provide Single Sign On (SSO) or User Provisioning using SCIM

Implementing SSO and User Provisioning

Why you may see a "Failed to modify" message after updating the TTL setting under Corporate Management, and what to do about it.

TTL Setting Error Message

Salesforce SSO, Salesforce provisioning; Salesforce auto-provisioning; Single sign on; Salesforce single sign on; Elements provisioned user

Salesforce user provisioning and set up auto-login flows

Map templates; Corporate management; Process mapping; Architecture maps;

Create diagram template spaces with Corporate Management

Domain-wide policies, user provisioning, SSO, user sessions and Elements usage

Corporate Management

Visit our website

Go to Elements.cloud

Academy

Developer Hub

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.