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Elements.cloud Training & Setup

All Salesforce users should have a license to Elements.cloud. This tool allows users to see embedded content in Salesforce (business and system process maps, how-to's, links to external documentations, notes, etc.) through a 'purple dot' at the top of the record page or on a field.

This is a Note that opens on the Account purple dot when you click "Segment Field".

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It also allows users to "Leave Feedback". For example - you think there are too many fields on the Lead page layout? Let us know! Leave us feedback by opening a Lead record and clicking "Leave feedback" so we can help make the user experience better.

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Please watch this Elements.cloud training video in Gong for an overview of the following:

  • What is Elements.cloud?
    • What can it do for me?
  • How to leave feedback regarding Salesforce
  • Getting setup with Elements.cloud
    • Download Chrome extension
    • Pin to taskbar
    • Log out of Salesforce
    • Log back into Salesforce
    • Check extension - do you still a prompt to login to Salesforce?
      • If NO --> you are setup! Double check by opening a record in Salesforce and checking for the purple dots
      • If YES --> submit a ticket for assistance

NOTE - if you cannot access the video in Gong, please see this Slack thread for the training video.

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