Salesforce is implementing security changes that are going to impact Salesforce orgs including Elements clients starting this month.
This article includes the impact and what steps to taketo prepare before they're enforced.
Clients will need to implement and use Microsoft Graph to connect between Salesforce and Exchange Online. To learn more about this and what is required, click here.
Clients will need to implement domain verification. To learn more about this and what is required, click here.
Learn more about User Access on Elements
This webinar details the different types of access available on Elements, including descriptions of Profiles, Permission Sets, and Roles. Here, we help describe what are they and how to best use them.
Elements can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.
