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Administrative guides
Administrative guides

Step-by-step installation and setup checklists

18 articles
Trialing Elements and getting Proof of ValuePersonal environment; Sandbox;
Connect and sync a Salesforce OrgComplete installation guide; How to connect Salesforce metadata dictionary? Org setup; Connecting Salesforce Orgs, Org Connection settings
Supported Salesforce Clouds and metadataList of supported Salesforce clouds
Provision users from Salesforce and set up auto-login flowsSalesforce SSO, Salesforce provisioning; Single sign on; Salesforce single sign on; Elements provisioned user
Import your existing knowledge into Salesforce metadata dictionaryOrg import ; File import; URL import ; How to import your existing knowledge and documentation
MetaFields: set up custom fields on Salesforce metadataCustom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Auditing; SOX , PHI , PII, Financial compliance
Elements for Consultants: Getting started using Elements.cloud in your consulting practiceConsulting space; Consulting license; Elements for consultants
Manage all your users and content across your corporate environmentCorporate Management ; Corporate settings ; Provision users; Control access
Implementing SSO and User ProvisioningUsing an Identity Provider such as Azure AD or OKTA to provide Single Sign On (SSO) or User Provisioning using SCIM
Set who can raise change requests in SalesforceFeedback; Purple ?; Purple question mark; Feature request
Connect with JIRAJIRA cloud; JIRA server; company managed projects; team managed projects
Connect with Salesforce DevOps CenterSalesforce DevOps Center; Stories; Work items; DevOps; Change Management
Connect with CopadoCopado; User stories; DevOps; Integration
Set up authorizations and acknowledgments to govern release of diagramsDrive improvements to your operational process in accordance with regulatory requirements; authorization cycle; authorize diagrams