Elements.cloud

Trialing Elements and getting Proof of Value

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

Installation guide; How to connect Salesforce metadata dictionary? Connecting Salesforce Orgs

Connect and sync a Salesforce Org

Supported Salesforce Clouds and metadata

How to install the Elements managed package; set up scheduled jobs in managed package; profile metadata information; record information; record audit

Q9 Elements Managed Package Setup

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

Salesforce CPQ; Quote Line Microscope; Price Rule Analysis

Setting Up the Quote Line Microscope for CPQ

Org import ; File import; URL import ; How to import your existing knowledge and documentation

Import your existing knowledge into Salesforce metadata dictionary

Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Auditing; SOX , PHI , PII, Financial compliance

MetaFields: set up custom fields on Salesforce metadata

Consulting space; Consulting license; Elements for consultants

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

Corporate Management ; Corporate settings ; Provision users; Control access

Manage all your users and content across your corporate environment

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

Connecting Elements to Salesforce with a refresh token expiry policy

Setting Salesforce OAuth Refresh token policy

Feedback; Purple ?; Purple question mark; Feature request

Set who can raise change requests in Salesforce

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

Drive improvements to your operational process in accordance with regulatory requirements; authorization cycle; authorize diagrams

Set up authorizations and acknowledgments to govern release of diagrams

Diagram Imports; Lucid Chart; Elements Process Maps; Sticky notes; Post-its®

Importing Lucid Chart diagrams & images of sticky notes into Elements

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

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

How Elements.cloud handle credits, subscriptions, billing, and system behaviours when moving from Free to Paid.
It explains how to upgrade your space, how credits are issued and refreshed, what happens…

Moving from a Free to a Paid Subscription

(For consulting and implementation partners)

Partner Handover Playbook: Transitioning Your Client to Their Own Elements.cloud License

Client Handover Playbook: Taking Ownership of Your Elements.cloud Space

Step-by-step installation and setup checklists

Administrative guides

How to apply to join the Elements.cloud Partner Program

Joining the Elements Partner Program

Creation of documentation packages for clients; how to create a set of documents for the client's Org

Create a documentation package

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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