# Elements.cloud Help Center

> Find answers to your questions

## English

### Administrative guides

- [Registering with Elements](https://support.elements.cloud/en/articles/953240-registering-with-elements.md): Registering; Elements registration; Registration email; Registration requirements; How to register
- [Verify account](https://support.elements.cloud/en/articles/953259-verify-account.md): Verify account; Verify email; Verify Elements user; Login problem;
- [Logging into Elements](https://support.elements.cloud/en/articles/953263-logging-into-elements.md): Login; Logging in; Log in; Elements login; How to login; How to log in;
- [Updating your profile](https://support.elements.cloud/en/articles/956334-updating-your-profile.md): Profile; Profile update; How to update profile; Update picture; Change profile information; Change password, How to change password
- [Devices: desktops, laptops, tablets and smartphones](https://support.elements.cloud/en/articles/953266-devices-desktops-laptops-tablets-and-smartphones.md): Supported devices; What devices can I use; What technology is supported by Elements; Types of devices supported by Elements
- [Elements Data Security and Compliance](https://support.elements.cloud/en/articles/956308-elements-data-security-and-compliance.md): Data holding; ISO27001; Data security; How Elements use my data; Where is my data stored; What does Elements do with my data
- [Supported browsers](https://support.elements.cloud/en/articles/953268-supported-browsers.md): Does Elements work equally well in all browsers; Supported browsers; What browser should I use; Browsers to use
- [Getting the best screen display setting](https://support.elements.cloud/en/articles/953273-getting-the-best-screen-display-setting.md): How to adjust your screen and solve any display issues
- [Elements.cloud Email Configuration](https://support.elements.cloud/en/articles/8861390-elements-cloud-email-configuration.md)
- [What is a Space and how to use Spaces for managing content](https://support.elements.cloud/en/articles/982519-what-is-a-space-and-how-to-use-spaces-for-managing-content.md): 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?
- [Create new Space](https://support.elements.cloud/en/articles/5123303-create-new-space.md): How to create new Spaces?
- [Invite users to a Space](https://support.elements.cloud/en/articles/1257799-invite-users-to-a-space.md): Add user to the space; Space sharing; Space access; Space invite; Grant access to users;
- [Change domain on the Space](https://support.elements.cloud/en/articles/5123292-change-domain-on-the-space.md)
- [Delete Space](https://support.elements.cloud/en/articles/5123187-delete-space.md): How to delete a Space?
- [Restrict Space access and content sharing](https://support.elements.cloud/en/articles/1459332-restrict-space-access-and-content-sharing.md): 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
- [Public Space](https://support.elements.cloud/en/articles/986183-public-space.md): Public Spaces; Promoting diagram content; Promote business; Public maps;
- [Moving from a Free to a Paid subscription](https://support.elements.cloud/en/articles/12709371-moving-from-a-free-to-a-paid-subscription.md): Learn how to upgrade from a free Elements workspace to a paid plan.
- [Setting your default Elements Space](https://support.elements.cloud/en/articles/4298286-setting-your-default-elements-space.md): Setting your default Elements Space
- [User permissions on a Space](https://support.elements.cloud/en/articles/956326-user-permissions-on-a-space.md): Assign user rights; Permissions; Manage users; Swap license; Grant license; User management; Space management; How to make someone an editor
- [Delete user account](https://support.elements.cloud/en/articles/1649886-delete-user-account.md): How to permanently delete a user account?
- [Request edit rights](https://support.elements.cloud/en/articles/1496625-request-edit-rights.md): Ask for edit rights on a diagram or a map
- [Proof of Concept / Trial](https://support.elements.cloud/en/articles/1278198-proof-of-concept-trial.md): POC, Getting Started, Explore the full Elements capability before buying
- [Invoice FAQ](https://support.elements.cloud/en/articles/11319614-invoice-faq.md): This FAQ answers common questions related to billing and invoices.
- [Private cloud](https://support.elements.cloud/en/articles/3312583-private-cloud.md): Private environment; Separate instance of Elements; How does private cloud for Elements work?; Custom domain and environment for Elements
- [Manage my login sessions](https://support.elements.cloud/en/articles/1835080-manage-my-login-sessions.md): Logging out of active sessions on different devices
- [Your Elements is Suspended](https://support.elements.cloud/en/articles/13905102-your-elements-is-suspended.md): How to steps on resolving a suspended Elements instance.
- [Elements for Consultants: Getting started using Elements.cloud in your consulting practice](https://support.elements.cloud/en/articles/9712528-elements-for-consultants-getting-started-using-elements-cloud-in-your-consulting-practice.md): Consulting space; Consulting license; Elements for consultants
- [Manage all your users and content across your corporate environment](https://support.elements.cloud/en/articles/1835215-manage-all-your-users-and-content-across-your-corporate-environment.md): Corporate Management ; Corporate settings ; Provision users; Control access
- [Setting Up and Managing Two-Factor Authentication \(2FA\)](https://support.elements.cloud/en/articles/12095394-setting-up-and-managing-two-factor-authentication-2fa.md): Enhance your account's security with Two-Factor Authentication, a powerful feature designed to protect your data from unauthorized access.
- [Implementing SSO and User Provisioning](https://support.elements.cloud/en/articles/1552517-implementing-sso-and-user-provisioning.md): Using an Identity Provider such as Azure AD or OKTA to provide Single Sign On \(SSO\) or User Provisioning using SCIM
- [TTL Setting Error Message](https://support.elements.cloud/en/articles/16640765-ttl-setting-error-message.md): Why you may see a "Failed to modify" message after updating the TTL setting under Corporate Management, and what to do about it.
- [Salesforce user provisioning and set up auto-login flows](https://support.elements.cloud/en/articles/2688165-salesforce-user-provisioning-and-set-up-auto-login-flows.md): Salesforce SSO, Salesforce provisioning; Salesforce auto-provisioning; Single sign on; Salesforce single sign on; Elements provisioned user
- [Create diagram template spaces with Corporate Management](https://support.elements.cloud/en/articles/9490402-create-diagram-template-spaces-with-corporate-management.md): Map templates; Corporate management; Process mapping; Architecture maps;
- [Connect and sync a Salesforce Org](https://support.elements.cloud/en/articles/12529013-connect-and-sync-a-salesforce-org.md): Installation guide: How to connect a Salesforce Org? Required permissions to connect the org.
- [Elements Managed Package Setup](https://support.elements.cloud/en/articles/12522991-elements-managed-package-setup.md): How to install the Elements managed package; connect managed package; record information job; profile metadata information job; record audit job.
- [Impact of Connecting Elements.cloud to a Salesforce Production Org](https://support.elements.cloud/en/articles/14285151-impact-of-connecting-elements-cloud-to-a-salesforce-production-org.md): 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.
- [Setting Up and Managing Manual Sync Only Policy](https://support.elements.cloud/en/articles/12266494-setting-up-and-managing-manual-sync-only-policy.md): 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.
- [Elements for Salesforce migration from 1GP to 2GP](https://support.elements.cloud/en/articles/16068515-elements-for-salesforce-migration-from-1gp-to-2gp.md): 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 t...
- [Setting Salesforce OAuth Refresh token policy](https://support.elements.cloud/en/articles/11893968-setting-salesforce-oauth-refresh-token-policy.md): Connecting Elements to Salesforce with a refresh token expiry policy
- [Elements MCP Server: Connect, Understand, Secure & Troubleshoot](https://support.elements.cloud/en/articles/15921418-elements-mcp-server-connect-understand-secure-troubleshoot.md): A complete guide to the Elements MCP server: connecting your AI assistant, how it works, security & admin controls, supported tools, troubleshooting, and what you can do with it.
- [Connect with JIRA](https://support.elements.cloud/en/articles/1474803-connect-with-jira.md): JIRA cloud; JIRA server; company managed projects; team managed projects
- [Connect with Azure DevOps](https://support.elements.cloud/en/articles/11406229-connect-with-azure-devops.md): Azure DevOps; Azure; Work Items; Work Item Types
- [Connect with Salesforce DevOps Center](https://support.elements.cloud/en/articles/6364195-connect-with-salesforce-devops-center.md): Salesforce DevOps Center; Stories; Work items; DevOps; Change Management
- [Connect with Copado](https://support.elements.cloud/en/articles/7176248-connect-with-copado.md): Copado; User stories; DevOps; Integration
- [Create and manage your own Open AI API keys for AI capabilities](https://support.elements.cloud/en/articles/8544690-create-and-manage-your-own-open-ai-api-keys-for-ai-capabilities.md): API Keys for GPT; API Tokens; OpenAI; ChatGPT; ElementsGPT; Automatically generate user stories; Generate implementation recommendations

### Feature overviews

- [What is an Org Model / Metadata dictionary?](https://support.elements.cloud/en/articles/3692530-what-is-an-org-model-metadata-dictionary.md): Org model; Salesforce Org; Explorer view; Org model tree; Metadata tree; Metadata tree view
- [Navigating metadata dictionary](https://support.elements.cloud/en/articles/6687299-navigating-metadata-dictionary.md): How to navigate the Org Model ; Metadata dictionary ; How to
- [Custom views of metadata](https://support.elements.cloud/en/articles/7964693-custom-views-of-metadata.md): Custom views of metadata; Metadata filtering and sorting; Metadata analysis
- [Find specific metadata in the Org model](https://support.elements.cloud/en/articles/6687279-find-specific-metadata-in-the-org-model.md): How to search for metadata in the Org model
- [Adding Metadata Descriptions in Elements](https://support.elements.cloud/en/articles/8260206-adding-metadata-descriptions-in-elements.md): Salesforce metadata descriptions, Org documentation, metadata, ElementsGPT recommendations, character limit, sync
- [Reference / compliance models](https://support.elements.cloud/en/articles/1167202-reference-compliance-models.md): Reference model; Compliance model; Data models; Data inventory; Pardot; Mailchimp; External systems model; What is a Ref model?; GDPR
- [Supported Salesforce Clouds and metadata](https://support.elements.cloud/en/articles/6022493-supported-salesforce-clouds-and-metadata.md): List of supported Salesforce clouds
- [Salesforce Entitlement Processes - edge cases](https://support.elements.cloud/en/articles/8403938-salesforce-entitlement-processes-edge-cases.md): Entitlement Process; Versioning enbabled; How Entitlement process displayed
- [Proposed nodes](https://support.elements.cloud/en/articles/4485394-proposed-nodes.md): Design and document metadata required by a change request before you create it
- [Impact analysis / dependency / usage tab: Field % population and dependency data](https://support.elements.cloud/en/articles/1730649-impact-analysis-dependency-usage-tab-field-population-and-dependency-data.md): Field % population; Usage; Where used; Where is field used; Can I delete a field; How populated is a field; Field usage breakdown;
- [Complexity scoring on metadata](https://support.elements.cloud/en/articles/8464502-complexity-scoring-on-metadata.md): How does Elements calculate complexity of automations
- [Get Profile access data](https://support.elements.cloud/en/articles/7340903-get-profile-access-data.md): How to schedule the "Profile metadata information" batch job in the Elements managed package to get the access data
- [Audit users with dangerous permissions](https://support.elements.cloud/en/articles/8625456-audit-users-with-dangerous-permissions.md): Report on users who have dangerous system permissions within the Org
- [Understand what permissions are being granted by a profile, permission set or permission set group](https://support.elements.cloud/en/articles/8625347-understand-what-permissions-are-being-granted-by-a-profile-permission-set-or-permission-set-group.md): Analyze access granted by a profile, permission set or permission set group in Salesforce
- [Compare and consolidate permissions across profiles, permission sets and permission set groups](https://support.elements.cloud/en/articles/7339261-compare-and-consolidate-permissions-across-profiles-permission-sets-and-permission-set-groups.md): Transition from profiles to permission set-based access model; compare overlap and streamline access granted by permission controllers
- [Dependency trees](https://support.elements.cloud/en/articles/3771943-dependency-trees.md): Where used metadata; Impact analysis; Impact assessment; Metadata dependencies
- [Dependency explorer grid](https://support.elements.cloud/en/articles/8016987-dependency-explorer-grid.md): Where used metadata; Impact analysis; Impact assessment; Metadata dependencies
- [Download large dependency sets](https://support.elements.cloud/en/articles/5648892-download-large-dependency-sets.md): Download data sets on dependencies to cross-reference and identify technical debt
- [How to manually document dependencies in Elements](https://support.elements.cloud/en/articles/6220353-how-to-manually-document-dependencies-in-elements.md): How to document external system dependencies with Salesforce; Ref models; Org models; Documenting data flows
- [Find metadata references](https://support.elements.cloud/en/articles/8842489-find-metadata-references.md): Hardcoded values, Find username, Tracking dependencies, Finding references, Metadata dependencies, Find error description
- [Component dependency search](https://support.elements.cloud/en/articles/9088305-component-dependency-search.md): Search for references; search for references button
- [Salesforce metadata change logs](https://support.elements.cloud/en/articles/5736350-salesforce-metadata-change-logs.md): How we can help you keep track of changes in your Salesforce Org
- [Changes to your Org model: summary email & statuses](https://support.elements.cloud/en/articles/3239893-changes-to-your-org-model-summary-email-statuses.md): Email with Salesforce Org model changes; Org updates summary; Salesforce Org data model changes; Why does it show as updated?
- [Manage who gets daily sync updates](https://support.elements.cloud/en/articles/5616764-manage-who-gets-daily-sync-updates.md): Change who receives post-sync updates on all changes done in an Org
- [Report on all changes in your Org](https://support.elements.cloud/en/articles/5616765-report-on-all-changes-in-your-org.md): Changelog report; Report on changes: Changes in your Org; Elements reporting; Who made changes in my Org
- [Access change monitoring overview](https://support.elements.cloud/en/articles/15360307-access-change-monitoring-overview.md): Access Change Monitoring; Org Access Monitoring; Real-time monitoring; Permissions and access changes
- [How to set up Access change monitoring](https://support.elements.cloud/en/articles/15360529-how-to-set-up-access-change-monitoring.md)
- [Using the Access change monitoring tool](https://support.elements.cloud/en/articles/15360669-using-the-access-change-monitoring-tool.md): Recommended policies to configure, the workflow for acting on alerts, and what to do when monitoring is paused.
- [Auditing access changes with the Alerts table](https://support.elements.cloud/en/articles/15860756-auditing-access-changes-with-the-alerts-table.md): How to review, scope, and export detected access changes for a compliance audit, and how to turn findings into tracked follow-up work
- [Documentation in metadata dictionaries](https://support.elements.cloud/en/articles/2461331-documentation-in-metadata-dictionaries.md): SF nodes; Documenting Salesforce implementation; cross-org documentation; attachments; links; org model; documentation tab
- [Add / change metadata stakeholders](https://support.elements.cloud/en/articles/5775538-add-change-metadata-stakeholders.md): Adding and removing stakeholders; My Metadata view; Salesforce; Reference models
- [Automation summary: Understanding what automation does](https://support.elements.cloud/en/articles/15459093-automation-summary-understanding-what-automation-does.md): AI-generated plain-language summaries for Apex classes, Apex triggers, Flows, OmniStudio metadata and other native automation metadata types
- [Execution context: Understanding automation chains in Salesforce](https://support.elements.cloud/en/articles/15189969-execution-context-understanding-automation-chains-in-salesforce.md): Trace how your automation fits into the full execution chain — from root trigger to downstream effects.
- [Data lineage: Understanding where an object or field gets its values](https://support.elements.cloud/en/articles/17007337-data-lineage-understanding-where-an-object-or-field-gets-its-values.md): See what sets the value of a Salesforce object or field - which automations write to it, where users can edit it, and who has access.
- [Order of execution: Understanding what runs when a record is saved or created](https://support.elements.cloud/en/articles/17007377-order-of-execution-understanding-what-runs-when-a-record-is-saved-or-created.md): See which automations run, and in what order, when a record is created or updated on a Salesforce object - plus risks and data load advice.
- [Why it exists: Understanding the business rationale behind your metadata](https://support.elements.cloud/en/articles/15459980-why-it-exists-understanding-the-business-rationale-behind-your-metadata.md): See why a metadata component was built, what business changes it has supported over time, and whether there are signs of historical drift - based on linked tickets and documentation.
- [Analytics 360](https://support.elements.cloud/en/articles/2042595-analytics-360.md): Analytics 360 dashboards
- [Org at a glance dashboard](https://support.elements.cloud/en/articles/2093350-org-at-a-glance-dashboard.md): Dashboards in Analytics 360 ; Org at a glance ; Org overview section
- [Objects overview dashboard](https://support.elements.cloud/en/articles/2098568-objects-overview-dashboard.md): Analytics 360 ; Org overview; Objects overview
- [Permissions overview dashboard](https://support.elements.cloud/en/articles/8360925-permissions-overview-dashboard.md): Find profiles, permission sets, permission set groups, and other metadata by how many active users are assigned to them
- [Automation overview dashboard](https://support.elements.cloud/en/articles/2093651-automation-overview-dashboard.md): Salesforce Org Analytics: number of process builder flows in objects
- [Technical debt dashboard](https://support.elements.cloud/en/articles/2140309-technical-debt-dashboard.md): Salesforce Org Analytics: understand report and email template usage
- [Compliance overview dashboard](https://support.elements.cloud/en/articles/2097765-compliance-overview-dashboard.md): Analytics 360 ; Compliance dashboard
- [Documentation overview dashboard](https://support.elements.cloud/en/articles/2093410-documentation-overview-dashboard.md): Analytics 360 ; Documentation overview
- [Documentation breakdown dashboard](https://support.elements.cloud/en/articles/2349900-documentation-breakdown-dashboard.md): Analytics 360 ; Documentation
- [Objects usage overview](https://support.elements.cloud/en/articles/2093599-objects-usage-overview.md): Analytics 360; Adoption; Usage; Object analysis;
- [Object usage dashboard](https://support.elements.cloud/en/articles/7196707-object-usage-dashboard.md): Analytics 360 ; Object dashboard ; Adoption
- [Governance overview dashboard](https://support.elements.cloud/en/articles/8361936-governance-overview-dashboard.md): Analytics 360 ; Governance dashboard
- [Object analysis dashboard](https://support.elements.cloud/en/articles/11602959-object-analysis-dashboard.md): Org discovery; Analyse objects; Analyse object automations; Object dependencies; Visualise object configuration; Object importance
- [ElementsGPT: Using your own Trust Layer connection](https://support.elements.cloud/en/articles/9267804-elementsgpt-using-your-own-trust-layer-connection.md): External AI; ElementsGPT; Story Generation; User Stories; External Generation; LLM; Diagram Generation; Agentforce Test Generation;
- [Assessment tab/Optimization](https://support.elements.cloud/en/articles/4229931-assessment-tab-optimization.md): Clean-up your Org; Mark items to be deleted / optimized; How to optimize my Org?;
- [Field impact](https://support.elements.cloud/en/articles/2690502-field-impact.md): Field impact analysis; Field documentation; Field usage; % population; How is field impact calculated; What is field impact;
- [Salesforce Org Model reports](https://support.elements.cloud/en/articles/2379894-salesforce-org-model-reports.md): Extract data from org model; Export salesforce data; report on field usage; report on field access; audit of org changes; Org Discovery
- [Elements Chrome Extension: embedding in-app help and training in Salesforce](https://support.elements.cloud/en/articles/2889640-elements-chrome-extension-embedding-in-app-help-and-training-in-salesforce.md): Training; Record Page Help; Salesforce Help; In-app help end-user help Embedding Salesforce training, process diagrams, notes, URL, feedback
- [Access Process content on-demand, from any chrome browser window using Elements extension](https://support.elements.cloud/en/articles/4293513-access-process-content-on-demand-from-any-chrome-browser-window-using-elements-extension.md): Search for and pop up Elements diagrams anywhere you are in a chrome browser; diagram help; process map; chrome extension; process content
- [Elements Extension: Admin insights](https://support.elements.cloud/en/articles/3181148-elements-extension-admin-insights.md): Browser extension for Salesforce Setup
- [Landing pages and hotspots](https://support.elements.cloud/en/articles/2137519-landing-pages-and-hotspots.md): Build a landing page to link to your documentation; processes & URL links
- [Prerequisite steps before you start embedding diagrams into external services](https://support.elements.cloud/en/articles/2866576-prerequisite-steps-before-you-start-embedding-diagrams-into-external-services.md): Before embedding; Prerequisite steps; Salesforce Lightning; Salesforce Classic; Salesforce Utility Bar; webpages, Confluence, Sharepoint
- [Embedding processes in iframes \(webpages, Confluence, Sharepoint and others\)](https://support.elements.cloud/en/articles/5953899-embedding-processes-in-iframes-webpages-confluence-sharepoint-and-others.md): Confluence; webpages, Sharepoint, embedding diagrams
- [Embedding diagrams within Salesforce and other apps](https://support.elements.cloud/en/articles/5953903-embedding-diagrams-within-salesforce-and-other-apps.md): How to display process maps in Salesforce; Lightning utility bar; Lightning page; embedded diagrams; Sharepoint; Confluence
- [Embedding process diagram inside Salesforce Classic \(VisualForce\)](https://support.elements.cloud/en/articles/5953904-embedding-process-diagram-inside-salesforce-classic-visualforce.md): VisualForce; Salesforce Classic; embedded diagrams
- [Business requirements](https://support.elements.cloud/en/articles/956304-business-requirements.md): Business requirement; Epic; Requirement
- [Generating business requirements \(epics\) with AI from the diagrams](https://support.elements.cloud/en/articles/11406566-generating-business-requirements-epics-with-ai-from-the-diagrams.md): Business requirement generation, epic generation, ElementsGPT
- [Stories](https://support.elements.cloud/en/articles/1156994-stories.md): User story; JIRA; Change grid
- [Generating stories with AI from the diagrams](https://support.elements.cloud/en/articles/8120615-generating-stories-with-ai-from-the-diagrams.md): ElementsGPT, GPT, Story generation, User Stories, Business Analysis
- [Search for and link metadata from a story](https://support.elements.cloud/en/articles/6109353-search-for-and-link-metadata-from-a-story.md): How to search for and link metadata from a user story; How to open the dependency tree from a user story
- [Conflict Flagging on User Stories](https://support.elements.cloud/en/articles/6904416-conflict-flagging-on-user-stories.md): Spot and flag conflict in user stories before any work takes place
- [End-user feedback in Salesforce](https://support.elements.cloud/en/articles/989740-end-user-feedback-in-salesforce.md): Feedback; Feature request; Purple question mark; Purple ?, End user feedback
- [Review and act on feedback from Salesforce end-users](https://support.elements.cloud/en/articles/3542493-review-and-act-on-feedback-from-salesforce-end-users.md): Feedback grid; Feedback table; Manage feedback; See all feedback; Comments; Report on comments; Review comments;
- [Set who can raise change requests in Salesforce](https://support.elements.cloud/en/articles/8029373-set-who-can-raise-change-requests-in-salesforce.md): Feedback; Purple ?; Purple question mark; Feature request
- [Custom fields](https://support.elements.cloud/en/articles/1496669-custom-fields.md): Capture additional data using your own fields
- [Customize workflows](https://support.elements.cloud/en/articles/1646759-customize-workflows.md): Change statuses and workflows for requirements and stories
- [Customize grid views](https://support.elements.cloud/en/articles/6078422-customize-grid-views.md): Set up and manage different views for business requirements and user stories to distribute work across different teams
- [Import / export business requirements](https://support.elements.cloud/en/articles/1342158-import-export-business-requirements.md): Export; Import; Business requirement;
- [Export / import user stories](https://support.elements.cloud/en/articles/5051107-export-import-user-stories.md): Export; Import; User Story
- [How to create an Elements API Token](https://support.elements.cloud/en/articles/7983060-how-to-create-an-elements-api-token.md): Elements API; Stories; Requirements; API Token; Integration; Developers
- [How to create an Elements webhook](https://support.elements.cloud/en/articles/7884154-how-to-create-an-elements-webhook.md): Webhooks; Integration; Stories; Requirements;
- [How to use Elements API in Make](https://support.elements.cloud/en/articles/8676628-how-to-use-elements-api-in-make.md): Make integrations; Integromat; 3rd party integration tool; API; User stories; Requirements; Open API
- [Mass updates for stories and requirements](https://support.elements.cloud/en/articles/5835729-mass-updates-for-stories-and-requirements.md): Multi-select and bulk operations for user stories and business requirements
- [Sharing requirements and stories](https://support.elements.cloud/en/articles/4408031-sharing-requirements-and-stories.md): Share requirement; share user story; collaborate on stories
- [RASCI](https://support.elements.cloud/en/articles/2368125-rasci.md): How to do RACI / RASCI charting using Elements
- [Organize diagrams with folders](https://support.elements.cloud/en/articles/12917081-organize-diagrams-with-folders.md): Diagram folders ; organize diagrams ; folder structure ; diagram organization
- [How to Create a Folder in the Agent and Diagram Menus](https://support.elements.cloud/en/articles/12929195-how-to-create-a-folder-in-the-agent-and-diagram-menus.md): This article explains who can create folders, how to create them, how they appear in both list and grid views, and what information is available for each folder.
- [System Architecture diagrams](https://support.elements.cloud/en/articles/6306615-system-architecture-diagrams.md): Architecture Mapping; How to map; Drawing diagrams; How to draw diagrams; Architecture diagram; Salesforce Diagrams; Well architected
- [Capability Map Diagram](https://support.elements.cloud/en/articles/11937873-capability-map-diagram.md): capabilities; business capability map
- [Leveraging Capability Maps for Salesforce Architecture & Analysis](https://support.elements.cloud/en/articles/11937877-leveraging-capability-maps-for-salesforce-architecture-analysis.md)
- [Identify Customer Pain Points and Take Action](https://support.elements.cloud/en/articles/11937898-identify-customer-pain-points-and-take-action.md): Customer journey map ; customer sentiment; customer experience, customer experience mapping; customer experience diagram
- [Designing Data Models for Salesforce Systems](https://support.elements.cloud/en/articles/11937911-designing-data-models-for-salesforce-systems.md)
- [Interaction flow basic](https://support.elements.cloud/en/articles/11937916-interaction-flow-basic.md): Salesforce flow ; Automation design; Interaction diagram
- [Auto-generate a business process diagram in UPN notation with AI](https://support.elements.cloud/en/articles/8680561-auto-generate-a-business-process-diagram-in-upn-notation-with-ai.md): Diagram auto generation; UPN; Universal Process Notation; AI; ElementsGPT
- [Use Cases and Best Practices for Automatically Generating Diagrams with AI](https://support.elements.cloud/en/articles/9250360-use-cases-and-best-practices-for-automatically-generating-diagrams-with-ai.md): ElementsGPT; Automatic UPN Generation: Diagramming; Business Analysis; AI; Artificial Intelligence: Gen AI; Best Practices; Use Cases;
- [Process Configuration Mining](https://support.elements.cloud/en/articles/11123113-process-configuration-mining.md): Auto-Generate Object Lifecycle Diagrams from Your Salesforce Org; Mine from Salesforce; Mine Business Process
- [Salesforce data model generation](https://support.elements.cloud/en/articles/11126518-salesforce-data-model-generation.md): Generate Salesforce data model diagrams from the Org
- [Diagram edit rights: Manage edit rights on Maps and individual diagrams](https://support.elements.cloud/en/articles/1220305-diagram-edit-rights-manage-edit-rights-on-maps-and-individual-diagrams.md): How to set which editors can edit which maps and which diagrams in the map? Edit rights on Diagram
- [Create diagrams from templates](https://support.elements.cloud/en/articles/2172756-create-diagrams-from-templates.md): Templates ; Template library; Diagram library ; Diagram templates
- [Tagging Process and Architecture diagrams](https://support.elements.cloud/en/articles/8329641-tagging-process-and-architecture-diagrams.md): Tagging processes; Tagging diagrams; Process map tagging; Map tagging; Architecture diagram tagging
- [Grid view for Process diagrams](https://support.elements.cloud/en/articles/8329696-grid-view-for-process-diagrams.md): Grid view; Looking for processes; Finding the process map;
- [Sticky notes on diagrams](https://support.elements.cloud/en/articles/6436053-sticky-notes-on-diagrams.md): How to add post-it notes to the diagram; Post-it notes on diagram; How to add sticky notes
- [Search for and link metadata to diagram](https://support.elements.cloud/en/articles/9101363-search-for-and-link-metadata-to-diagram.md): Metadata search, Link Salesforce metadata to diagram
- [Diagram search](https://support.elements.cloud/en/articles/9626741-diagram-search.md): Find the diagram across all hierarchical maps in the space and within a hierarchy of a single map
- [Printing maps and diagrams](https://support.elements.cloud/en/articles/982849-printing-maps-and-diagrams.md): Printing, PDF, and embedding diagrams
- [Share diagram and set access rights](https://support.elements.cloud/en/articles/1459492-share-diagram-and-set-access-rights.md): Share diagrams with users; Invite users to diagram; Invite user to map; Map sharing
- [Alignment, sizing and renumbering](https://support.elements.cloud/en/articles/11384404-alignment-sizing-and-renumbering.md)
- [Create new diagram](https://support.elements.cloud/en/articles/986090-create-new-diagram.md): Create map ; create diagram ; stand-alone diagram
- [Process owner and author](https://support.elements.cloud/en/articles/1505079-process-owner-and-author.md): Change who has process ownership and who is the main author for a diagram
- [Smart renumbering / automatic renumbering](https://support.elements.cloud/en/articles/982814-smart-renumbering-automatic-renumbering.md): How to renumber / change number of activity boxes
- [Export drilldowns and copy and paste activity boxes](https://support.elements.cloud/en/articles/982803-export-drilldowns-and-copy-and-paste-activity-boxes.md): Copy & paste objects and make drilldown diagram a new map
- [How to connect different processes to each other](https://support.elements.cloud/en/articles/956332-how-to-connect-different-processes-to-each-other.md): Off-page connectors; line connectors; cross-map connectors; process link; flowline linking
- [Colors, styles, format](https://support.elements.cloud/en/articles/956297-colors-styles-format.md): Change color and style of all objects and text
- [Data model diagram](https://support.elements.cloud/en/articles/5981770-data-model-diagram.md): ERD; Data model; diagram; flow lines
- [Themes : change the display settings for the diagrams](https://support.elements.cloud/en/articles/956320-themes-change-the-display-settings-for-the-diagrams.md): Theme; Display; Change colors; Change icons; Process interface; Process display;
- [Images](https://support.elements.cloud/en/articles/982797-images.md): Add images, pictures, photos to diagrams, as attachments. Image fill in activity boxes embedding inside notes. Link from image to URL
- [See map structure using map tree](https://support.elements.cloud/en/articles/1183252-see-map-structure-using-map-tree.md): Navigate around the map hierarchy using the map tree structure
- [Exporting maps](https://support.elements.cloud/en/articles/986119-exporting-maps.md): JSON; Map export;
- [Import map as a drilldown diagram](https://support.elements.cloud/en/articles/1268513-import-map-as-a-drilldown-diagram.md): Build a map from a set of other maps. Import any map to be a child diagram on an activity step
- [Deleting maps](https://support.elements.cloud/en/articles/986096-deleting-maps.md): How to delete a map \(and be able to restore it\)
- [Copy map](https://support.elements.cloud/en/articles/986109-copy-map.md): Clone maps in a Space or between Spaces
- [Swimlanes and text boxes: how to group processes](https://support.elements.cloud/en/articles/956335-swimlanes-and-text-boxes-how-to-group-processes.md): Swimlanes; Colour boxes; Color boxes; Visual analysis; Activity grouping; Process flows; Decision box grouping;
- [Embedding content from another app into a diagram](https://support.elements.cloud/en/articles/956317-embedding-content-from-another-app-into-a-diagram.md): How to embed documentation or convert diagrams from other tools
- [TIBCO Nimbus import](https://support.elements.cloud/en/articles/1649816-tibco-nimbus-import.md): How can I import my diagrams from Tibco Nimbus to Elements.cloud?
- [Re-use existing diagram](https://support.elements.cloud/en/articles/9691694-re-use-existing-diagram.md)
- [Generate instructions and test cases for Salesforce Agents](https://support.elements.cloud/en/articles/10319346-generate-instructions-and-test-cases-for-salesforce-agents.md): Agentforce; Agent; Instructons; Elements for Agent instructions and test utterance generation
- [Process mapping - Elements view and edit modes](https://support.elements.cloud/en/articles/5963595-process-mapping-elements-view-and-edit-modes.md)
- [How to create child diagrams](https://support.elements.cloud/en/articles/956316-how-to-create-child-diagrams.md): How to send activities to drill down to simplify your process
- [Process Diagrams UPN Standards Review](https://support.elements.cloud/en/articles/11320587-process-diagrams-upn-standards-review.md): UPN; Universal Process Notation; quality check ; standards check; syntax check
- [Importing Lucid Chart diagrams & images of sticky notes into Elements](https://support.elements.cloud/en/articles/11238440-importing-lucid-chart-diagrams-images-of-sticky-notes-into-elements.md): Diagram Imports; Lucid Chart; Elements Process Maps; Sticky notes; Post-its®
- [Links & attachments](https://support.elements.cloud/en/articles/1166123-links-attachments.md): Links; attachments; how to add a link; how to add documentation; link other items; how to attach an image, requirement, story, process
- [Managing links with the URL Library \(PRO\)](https://support.elements.cloud/en/articles/989791-managing-links-with-the-url-library-pro.md): Control all the URL links to document management systems and apps centrally
- [User groups and attachment visibility rights](https://support.elements.cloud/en/articles/1220276-user-groups-and-attachment-visibility-rights.md): How to group space users and set different attachments visibility to different user groups
- [Creating, populating and reporting on Data Tables](https://support.elements.cloud/en/articles/956309-creating-populating-and-reporting-on-data-tables.md): How to capture structured information or extend the meta data
- [Copying a Data Table to a new Space](https://support.elements.cloud/en/articles/2713904-copying-a-data-table-to-a-new-space.md): How to copy a data table that you have created in one space to be used in another space
- [Custom tags](https://support.elements.cloud/en/articles/1496696-custom-tags.md): Manage tag lists
- [Versioning diagram hierarchies](https://support.elements.cloud/en/articles/5499332-versioning-diagram-hierarchies.md): Publishing diagrams in the hierarchy and avoiding broken hierarchies \(pending diagrams\)
- [Enable and set up authorizers on your business diagrams](https://support.elements.cloud/en/articles/5447204-enable-and-set-up-authorizers-on-your-business-diagrams.md)
- [Request authorization on changed diagrams](https://support.elements.cloud/en/articles/5447262-request-authorization-on-changed-diagrams.md)
- [Authorize changes to business process](https://support.elements.cloud/en/articles/5447207-authorize-changes-to-business-process.md): Learn how to inspect, accept, authorize and reject diagrams submitted for authorization.
- [Set up process trainees - Training Records](https://support.elements.cloud/en/articles/3078084-set-up-process-trainees-training-records.md): How to set up users who will have to sign off they have seen and understood new business processes - Acknowledgements
- [Request acknowledgment of new processes](https://support.elements.cloud/en/articles/5447175-request-acknowledgment-of-new-processes.md): How to request sign-off on new processes from end-users / employees
- [Acknowledge you have seen and understood new processes](https://support.elements.cloud/en/articles/5447157-acknowledge-you-have-seen-and-understood-new-processes.md): Inspect new operational processes and sign off you have understood the changes
- [Diagram versions and publishing new diagrams](https://support.elements.cloud/en/articles/986385-diagram-versions-and-publishing-new-diagrams.md): Learn about diagram version logic and process releases
- [Recording and viewing diagram changes](https://support.elements.cloud/en/articles/1337298-recording-and-viewing-diagram-changes.md): Changelog; Process change-log; Edit changelog; Diagram change log
- [Set up authorizations and acknowledgments to govern release of diagrams](https://support.elements.cloud/en/articles/5049978-set-up-authorizations-and-acknowledgments-to-govern-release-of-diagrams.md): Drive improvements to your operational process in accordance with regulatory requirements; authorization cycle; authorize diagrams
- [Recently viewed items](https://support.elements.cloud/en/articles/5642658-recently-viewed-items.md): Home page; Recently viewed items
- [Filter / find list item](https://support.elements.cloud/en/articles/956328-filter-find-list-item.md): Filtering on lists: Spaces, Processes, Resources, Data Tables, Users etc
- [Reporting](https://support.elements.cloud/en/articles/956312-reporting.md): Reports on processes; Reports on diagrams; Reports in URL library;
- [Following](https://support.elements.cloud/en/articles/1166121-following.md): Follow and favorite items on the home page
- [Notifications](https://support.elements.cloud/en/articles/989748-notifications.md): Notification of invites, report generations and other internal processes

### Solution guides

- [Identify & Clean Up Technical Debt in Your Salesforce Org](https://support.elements.cloud/en/articles/15133747-identify-clean-up-technical-debt-in-your-salesforce-org.md): Learn how to surface, understand, and prioritise technical debt in your Salesforce Org — from inactive metadata and automation sprawl to hard-coded references and high record volumes.
- [Understanding my Org Configuration](https://support.elements.cloud/en/articles/15117922-understanding-my-org-configuration.md): Discover what's in your Salesforce Org, how it's connected, and where hidden complexity lies.
- [Understand What's Changing in Your Salesforce Org](https://support.elements.cloud/en/articles/15163715-understand-what-s-changing-in-your-salesforce-org.md): Stop being surprised by Salesforce Org changes. Learn how to track who changed what, when, and why — so you can troubleshoot faster, enforce governance, and stay in control.
- [How to Assess the Impact of Salesforce Changes Before You Make Them](https://support.elements.cloud/en/articles/15165133-how-to-assess-the-impact-of-salesforce-changes-before-you-make-them.md): Learn how to use Elements to understand what will break before touching your Salesforce Org — from small field changes to full process redesigns.
- [Understand Who Has Access to What and Why in Your Salesforce Org](https://support.elements.cloud/en/articles/15165257-understand-who-has-access-to-what-and-why-in-your-salesforce-org.md): Learn how to audit and understand user permissions in your Salesforce Org identify dangerous access, reduce exposure, and build a foundation for better access governance.
- [Prepare My Org for AI Agents](https://support.elements.cloud/en/articles/15165395-prepare-my-org-for-ai-agents.md): Learn how to assess your Salesforce org's readiness for AI agents — from understanding your real processes to designing safe, structured agent logic.
- [How to Unsuspend Your Implementation](https://support.elements.cloud/en/articles/15275935-how-to-unsuspend-your-implementation.md): Step-by-step guide to reactivating a suspended Elements.cloud implementation and refreshing your Salesforce org token.
- [Getting Started - Get Familiar with Elements.cloud Terminology](https://support.elements.cloud/en/articles/8754043-getting-started-get-familiar-with-elements-cloud-terminology.md): This article defines the most commonly used terms in the Elements.cloud platform and where they are used.
- [Introduction: Basic Navigation](https://support.elements.cloud/en/articles/8758152-introduction-basic-navigation.md): This article will help you understand how to navigate through the different components, tools and settings in the Elements.cloud platform.
- [Elements.cloud Certification](https://support.elements.cloud/en/articles/9391199-elements-cloud-certification.md): This article provides an overview of the certification program including the rationale and topics covered on tests and exercises.
- [Eliminate Inactive CPQ Configuration](https://support.elements.cloud/en/articles/10585225-eliminate-inactive-cpq-configuration.md): A guide to identifying, classifying, and cleaning up inactive Salesforce CPQ configuration records using Elements.cloud
- [Make Bulk Updates to Product Codes, SKUs, Families, and Product Names Across Your Entire CPQ Configuration](https://support.elements.cloud/en/articles/10586258-make-bulk-updates-to-product-codes-skus-families-and-product-names-across-your-entire-cpq-configuration.md): A guide to finding and updating product references across Salesforce CPQ configurations using Elements.cloud
- [Track Changes to CPQ Rules and Revert When Necessary](https://support.elements.cloud/en/articles/10586912-track-changes-to-cpq-rules-and-revert-when-necessary.md): A guide on how to monitor, audit, and revert changes to Salesforce CPQ configurations using Elements.cloud.
- [Understand, Troubleshoot, and Fix Pricing Errors in CPQ Quotes](https://support.elements.cloud/en/articles/10632868-understand-troubleshoot-and-fix-pricing-errors-in-cpq-quotes.md): CPQ; Quote Line Microscope; Salesforce; Diagnose; Troubleshoot; Fix Pricing Errors; CPQ Quotes;
- [Elements Quote Line Microscope](https://support.elements.cloud/en/articles/11961030-elements-quote-line-microscope.md): Manual Uninstall Instructions
- [Setting Up the Quote Line Microscope for CPQ](https://support.elements.cloud/en/articles/11145508-setting-up-the-quote-line-microscope-for-cpq.md): Salesforce CPQ; Quote Line Microscope; Price Rule Analysis
- [5 steps to operational knowledge](https://support.elements.cloud/en/articles/9697328-5-steps-to-operational-knowledge.md): How Elements helps you understand and standardize on how the business operates
- [Identify owners and stakeholders on key capabilities and metadata](https://support.elements.cloud/en/articles/9695171-identify-owners-and-stakeholders-on-key-capabilities-and-metadata.md): Capture people who hold operational knowledge of your organization; document business stakeholders on metadata
- [What is Universal Process Notation UPN and how to use it?](https://support.elements.cloud/en/articles/982655-what-is-universal-process-notation-upn-and-how-to-use-it.md): UPN; Universal Process Notation; How to map business processes; Where are other shapes?; Where are decision boxes?; BPMN; Flowchart shapes
- [Customer Journey Diagram](https://support.elements.cloud/en/articles/9728899-customer-journey-diagram.md): Customer journey map ; customer sentiment; customer experience, customer experience mapping; customer experience diagram
- [Using process-led approach in consulting pre-sales / discovery framework](https://support.elements.cloud/en/articles/9718161-using-process-led-approach-in-consulting-pre-sales-discovery-framework.md): Discovery; Pre-sales; Process discovery; Requirement gathering; Consulting
- [Understand and capture the current 'As-Is' way of operating in a live workshop](https://support.elements.cloud/en/articles/9358411-understand-and-capture-the-current-as-is-way-of-operating-in-a-live-workshop.md): Using Elements in live workshops; Process discovery workshop ; Capturing current business processes
- [Understand and capture the current 'As-Is' way of operating from existing documentation](https://support.elements.cloud/en/articles/9698246-understand-and-capture-the-current-as-is-way-of-operating-from-existing-documentation.md)
- [Capture the future To-Be way of operating from the captured As-Is](https://support.elements.cloud/en/articles/9358414-capture-the-future-to-be-way-of-operating-from-the-captured-as-is.md): To-Be process mapping; Future state analysis
- [Capture the future To-Be way of operating from scratch / innovate new ways of working](https://support.elements.cloud/en/articles/9774149-capture-the-future-to-be-way-of-operating-from-scratch-innovate-new-ways-of-working.md): To-Be process mapping; Future state analysis ; Innovation
- [Perform fit-gap analysis and capture complete business requirements and user stories](https://support.elements.cloud/en/articles/2462511-perform-fit-gap-analysis-and-capture-complete-business-requirements-and-user-stories.md): Capturing business requirements and user stories against the business process diagrams
- [Linking Salesforce Metadata to Business Processes for Smarter Change Management](https://support.elements.cloud/en/articles/9854712-linking-salesforce-metadata-to-business-processes-for-smarter-change-management.md): Guide on how to document Salesforce metadata components linked to business processes and architecture diagrams
- [Demonstrate which business processes support regulatory requirements](https://support.elements.cloud/en/articles/1167261-demonstrate-which-business-processes-support-regulatory-requirements.md): Regulatory compliance; ISO ; Audit;
- [Create Ad-hoc, Individual In-App Enablement Resources for Your End Users](https://support.elements.cloud/en/articles/9854769-create-ad-hoc-individual-in-app-enablement-resources-for-your-end-users.md): A guide on setting up simple in-app help for Salesforce users using Elements to improve efficiency and reduce user errors.
- [Train End Users on How to Do Their Job with Systems in Accordance with Best Practice](https://support.elements.cloud/en/articles/9854856-train-end-users-on-how-to-do-their-job-with-systems-in-accordance-with-best-practice.md): A guide for requesting formal acknowledgment from users on new ways of working to ensure compliance and operational efficiency
- [Design the Technical Architecture of the Salesforce Solution to Ensure Scalability, Security, and Performance](https://support.elements.cloud/en/articles/9859074-design-the-technical-architecture-of-the-salesforce-solution-to-ensure-scalability-security-and-performance.md): This guide explains how to use Elements to design Salesforce architecture diagrams for scalable, secure, and high-performing solutions
- [Design and Maintain a Lovable, Lean Lightning User Experience in Salesforce](https://support.elements.cloud/en/articles/9842207-design-and-maintain-a-lovable-lean-lightning-user-experience-in-salesforce.md): Lightning pages; Dynamic forms ; Design Salesforce UX
- [Plan and execute scheduled maintenance of your Org capabilities](https://support.elements.cloud/en/articles/9769638-plan-and-execute-scheduled-maintenance-of-your-org-capabilities.md): MetaFields; Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Maintenance
- [Identify and mitigate performance risks due to high record counts in Salesforce](https://support.elements.cloud/en/articles/9791236-identify-and-mitigate-performance-risks-due-to-high-record-counts-in-salesforce.md): Record count; Org Discovery; Object records;
- [Optimize Your Salesforce Flow Architecture for Better Performance and Scalability](https://support.elements.cloud/en/articles/9836596-optimize-your-salesforce-flow-architecture-for-better-performance-and-scalability.md): Flows; Well-architected; Flow architecture; Performance; Scalability
- [Monitor, Identify, and Keep Your Salesforce Automations on the Up-to-Date API Version](https://support.elements.cloud/en/articles/9857327-monitor-identify-and-keep-your-salesforce-automations-on-the-up-to-date-api-version.md): A guide to ensuring that your Salesforce automations are always running on the latest API versions to avoid tech debt, issues, and risks.
- [Identify and Remove All Hard-Coded References in Automation and Code](https://support.elements.cloud/en/articles/9841912-identify-and-remove-all-hard-coded-references-in-automation-and-code.md): Hard-coded references; remove references; code optimization
- [Plan a 'lift and shift' Org Merge without business process redesign](https://support.elements.cloud/en/articles/9768860-plan-a-lift-and-shift-org-merge-without-business-process-redesign.md): MetaFields; Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Auditing
- [Find and Remove Inactive Metadata from Your Salesforce Org](https://support.elements.cloud/en/articles/9863841-find-and-remove-inactive-metadata-from-your-salesforce-org.md): A guide to efficiently identifying and managing inactive metadata components in Salesforce
- [Documenting Integrations and Relationships Between Salesforce and Other Systems](https://support.elements.cloud/en/articles/9874818-documenting-integrations-and-relationships-between-salesforce-and-other-systems.md): A guide explaining the various options to document integrations between Salesforce and external systems using Elements.cloud.
- [How to migrate Apex classes to Flow for easier maintainability, scalability and quicker deployment.](https://support.elements.cloud/en/articles/11300249-how-to-migrate-apex-classes-to-flow-for-easier-maintainability-scalability-and-quicker-deployment.md): This article explains how to migrate Apex to Flow using the Elements.cloud software to ensure a seamless transition.
- [Identifying Technical Debt and Redundant Metadata in Salesforce](https://support.elements.cloud/en/articles/11640219-identifying-technical-debt-and-redundant-metadata-in-salesforce.md): Tech debt identification; Org Clean-up; Org health review; Health assessment; Tech debt documentation
- [Assess Object Importance & Project Risk via Automations in Org Discovery](https://support.elements.cloud/en/articles/11603107-assess-object-importance-project-risk-via-automations-in-org-discovery.md): Object importance and complexity; Org analysis; Org deep dive; Org merger; Pre-implementation assessment; Audit; Tech debt identification
- [MetaFields: set up custom fields on Salesforce metadata](https://support.elements.cloud/en/articles/9767284-metafields-set-up-custom-fields-on-salesforce-metadata.md): Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Auditing; SOX , PHI , PII, Financial compliance
- [Classify objects and fields that hold sensitive information and document who should have access to the data within](https://support.elements.cloud/en/articles/9768844-classify-objects-and-fields-that-hold-sensitive-information-and-document-who-should-have-access-to-the-data-within.md): MetaFields; Custom field on nodes, Custom fields on metadata; Classification; Documentation; Audit; Auditing
- [Audit who has access to Salesforce objects, fields, and other sensitive metadata and why](https://support.elements.cloud/en/articles/1567056-audit-who-has-access-to-salesforce-objects-fields-and-other-sensitive-metadata-and-why.md): List of users with access to sensitive objects, fields, record types, and other metadata. Who can access data and through which permissions
- [Using Process Configuration Mining for Compliance and Security Reviews](https://support.elements.cloud/en/articles/11162750-using-process-configuration-mining-for-compliance-and-security-reviews.md): Use Process Configuration Mining to identify and fix overprovisioned access and Separation of Duties risks for Salesforce compliance.
- [Fix the Source, Not the Symptoms: Using Process Configuration Mining to Improve Data Quality and Governance](https://support.elements.cloud/en/articles/11162795-fix-the-source-not-the-symptoms-using-process-configuration-mining-to-improve-data-quality-and-governance.md): How process configuration mining helps address sources of poor data quality and improve data governance
- [How to Use Process Configuration Mining Output for Agentification](https://support.elements.cloud/en/articles/11164082-how-to-use-process-configuration-mining-output-for-agentification.md): A focused guide on identifying AI agent opportunities using business process diagrams generated by Process Configuration Mining.
- [How to use Process Configuration Mining to Plan Salesforce Org Mergers](https://support.elements.cloud/en/articles/11164192-how-to-use-process-configuration-mining-to-plan-salesforce-org-mergers.md): Guide to using Process Configuration Mining to streamline and improve Salesforce Org mergers.
- [How to avoid redundant custom objects using Data Model Generation](https://support.elements.cloud/en/articles/11174317-how-to-avoid-redundant-custom-objects-using-data-model-generation.md): Use Data Model Generation in Elements.cloud to identify existing standard objects and avoid unnecessary custom development.
- [How to understand your Salesforce data model to build accurate reports and dashboards](https://support.elements.cloud/en/articles/11174288-how-to-understand-your-salesforce-data-model-to-build-accurate-reports-and-dashboards.md): Learn how to use Elements’ Salesforce Data Model Generation to analyze schema, choose the right objects, and build reliable reports.
- [How to use Salesforce data model diagrams to design external integrations](https://support.elements.cloud/en/articles/11174356-how-to-use-salesforce-data-model-diagrams-to-design-external-integrations.md): Use schema diagrams to design accurate external integrations.
- [Understand Salesforce Data Model for Data Migrations](https://support.elements.cloud/en/articles/11174277-understand-salesforce-data-model-for-data-migrations.md): How to use Elements.cloud data model diagrams to plan accurate and reliable data load sequences during Salesforce migrations.
- [How to Monitor and Act on Salesforce Metadata Changes to Maintain Org Stability and Security](https://support.elements.cloud/en/articles/9866229-how-to-monitor-and-act-on-salesforce-metadata-changes-to-maintain-org-stability-and-security.md): This guide helps Salesforce platform owners use metadata change insights to manage the stability and security of their Org.
- [Designing Agents - Quick start guide](https://support.elements.cloud/en/articles/10470159-designing-agents-quick-start-guide.md): Collaborate on the design, architecture, and instructions of agents, build and test more quickly and provide governance
- [How to create Agent Interaction Map?](https://support.elements.cloud/en/articles/11666898-how-to-create-agent-interaction-map.md): AIM; Agent Interaction Map; Agent Logic
- [How to design good Agent Instructions with Agent Instruction Diagram?](https://support.elements.cloud/en/articles/11406803-how-to-design-good-agent-instructions-with-agent-instruction-diagram.md): Agent Instructions ; Agent topic; Agentforce topic; Topic design
- [Agent Instruction Diagrams : Patterns and Anti-Pattern Checks](https://support.elements.cloud/en/articles/11407337-agent-instruction-diagrams-patterns-and-anti-pattern-checks.md): Agent Design; Agent Instructions; Quality Check; AI Recommendations ; Agent Check
- [Agent Finder: Discover AI Opportunities in Your Business Process Diagrams](https://support.elements.cloud/en/articles/11718406-agent-finder-discover-ai-opportunities-in-your-business-process-diagrams.md)

## 日本語

### ソリューションガイド

- [はじめに - Elements.cloudの用語に慣れましょう](https://support.elements.cloud/ja/articles/8754043-はじめに-elements-cloudの用語に慣れましょう.md): この記事では、Elements.cloudプラットフォームで最も一般的に使用される用語と、その使用場所について説明します。
- [イントロダクション：基本的なナビゲーション](https://support.elements.cloud/ja/articles/8758152-イントロダクション-基本的なナビゲーション.md)
- [Elements.cloud認定資格](https://support.elements.cloud/ja/articles/9391199-elements-cloud認定資格.md)
- [5ステップで構築するSalesforceセンター・オブ・エクセレンス（CoE）](https://support.elements.cloud/ja/articles/9877459-5ステップで構築するsalesforceセンター-オブ-エクセレンス-coe.md): Salesforceセンター・オブ・エクセレンス（CoE）を5つの成熟段階で構築するためのアクションガイドです。このガイドでは、ガバナンス、アーキテクチャ、ユーザー導入、データ管理の各側面での改善に重点を置き、各段階でのElements.cloudの活用方法を提案します。