Scroll-down to download the Installation and Config Guide (GDPR) and watch the supporting video.

Overview

The Elements Integration for Salesforce package covered  provides several components:

  • connect Elements Space (PRO) to Salesforce Org
  • user provisioning and single sign-on
  • Salesforce Ref Model allows the configuration data in the Salesforce Org to be uploaded and managed in Elements

The package works with both Lightning and Classic. You need to have both an Elements user account and a Salesforce Org with either Enterprise or Unlimited licenses. 

It is a managed package available on the AppExchange.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJicYUAT

 The instructions for downloading and installing are in the installation and configuration guide. Click on the button below to download.


Watch the supporting video to set up your reference model ready to create your data inventory for GDPR.


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