A Space is a secure, shared work environment in which all features and content reside. Any documentation, analytics, diagrams, user stories, or other content you produce within Elements or users you add to the system are tied to a Space.
LO1-1 Being able to define Spaces
LO1-2 Understanding how many Spaces I need
LO1-3 Understanding how licenses affect Spaces
LO1-4 Being able to distinguish different space types
LO1-5 Being able to create a new Space
Any user can be a member of, or even own, multiple Spaces. This is because different Spaces can be used for different purposes.
A company ‘Zenalpha’ has the core Space called ‘Zenalpha Operations’ which they use to manage their core Production Org, design, document and plan changes to their internal systems and operating model.
However, ‘Zenalpha’ is a software provider, and they want to manage and document their customer-facing Salesforce managed package as well. Since they follow a different methodology and workflow than the internal admin team, they have a separate Space called ‘Zenalpha Product’ in which they manage development of their customer-facing software.
Zenalpha also has a consulting arm, as their Salesforce managed package is complex and requires careful installation to match the configuration of the client’s Salesforce Org. Therefore Zenalpha customer success team also have a separate Space per each one of their new clients so they can sync and analyze their Orgs to plan how to proceed with installing the company’s managed package.
Finally, every member of the Zenalpha company who uses Elements also has their own, personal ‘Playground’ Spaces which they use to train their skills, perform tasks outlined in the Elements Academy, and experiment with features.
Our licensing is split into 2 categories:
Licensing for companies
Whatever license you purchase, it is always applied to a single Space. Therefore if you would need multiple Spaces for managing your different business units, you would need to purchase separate licenses for each Space. Otherwise you would not have access to all features you might want to utilise. Check our pricing page for more details.
Licensing for consultants
For consultants we offer a special ‘consulting license’ type which is $500 per user per year. This license is tied to the user, as opposed to the Space, and allows the license holder to:
Check our pricing page for more details on our offering to consultants.
Spaces are grouped into following types:
Creating a new Space is extremely straightforward.
But you shouldn’t just create more Spaces without having a plan for how you will utilise them.
Let’s cover a few use-cases:
And that is the foundation of your knowledge and understanding needed to use Elements spaces.
Next, you will take a short, theory and practical quiz. Select it from the menu below.
This quiz will help you to recognise the skills and knowledge you have gained, and identify any areas you still need to explore and learn.
Remember, you can revisit these pages, or ask us for help if you get stuck. Once you pass the quiz, click “Next Module” to move on to Module 2.