Elements.cloud

You can get started with Elements.cloud in just a few minutes — and it’s completely free to sign up. Follow these simple steps:

How to Sign Up to Elements.cloud for free

What are credits and how can they be used?

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

Moving from a Free to a Paid subscription

Consulting space; Consulting license; Elements for consultants

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

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

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

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

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

Connect with JIRA

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

Connect with Salesforce DevOps Center

Copado; User stories; DevOps; Integration

Connect with Copado

Azure DevOps; Azure; Work Items; Work Item Types

Connect with Azure DevOps

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)

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

Connecting Elements to Salesforce with a refresh token expiry policy

Setting Salesforce OAuth Refresh token policy

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

How to steps on resolving a suspended Elements instance.

Your Elements is Suspended

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

Step-by-step installation and setup checklists

Administrative guides

How to invoice for Elements and how to get help

3 options for clients to license Elements

Resources for partners in the Elements.cloud Partner Program

Partner Program

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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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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