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Blog, Tip of the Week

Tips for Setting up a New Salesforce Org.

Setting a new Salesforce Org can be a very exciting time! So many possibilities and opportunities at your fingertips. Maybe its the start of a new venture, or just a way to improve your business organization. Either way, you want to get started on the right foot.

So, we put together a quick but effective list of to-dos and steps that will help you get your new Salesforce Org off the ground and set up for success.

  1. Define Your Naming –
    • How you do this will depend on what type of org you are creating. Getting your naming standards down early will help a ton and avoid much confusion later.
      • Best practice is to define your user and company names to indicate the Name (or purpose) of the Org, along with the full name being used and a version if applicable.
  2. Add Your Company Logo
    • A great way to do this is with a custom app. Upload the logo to the App, and then simply set the App to appear in any location you want the logo to appear.
  3. Enter Your Company Info
    • Primarily speaking, you need to get the company’s default time zone, fiscal year, and primary contact information.
  4. Set Security Policies
    • Setting up security is always essential. Passwords, network and session settings are a great place to start. Users and account permissions are next! Try the Health Check feature of Salesforce for a guide on best practices.
  5. Enable Chatter
    • The internal communication community for Salesforce. A great way to make sure that everyone stays connected.
  6. Add Power of One & Case Safe ID Fields
    • These two fields can be very helpful when it comes to reporting. Set them up in Sandbox.
    • Power of One is a simple formula that enables you to summarize data quickly in reports.
    • Case Safe ID is a formula that enables you to manipulate record IDs in other reporting tools that do not recognize case-sensitivity.

So there you go. You are a few steps closer to having a well oiled Org up and running.

-Ryan and the CloudMyBiz Team

 

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2 Responses to Tips for Setting up a New Salesforce Org.

  1. Christian E. March 20, 2019 at 2:41 am #

    Sorry to say, but there is much more, here my headlines:

    1. What’s about 5
    1.1. Change Overview 5
    2. Check with Customer 6
    2.1. Security Settings 6
    2.1.1. Password Policies 6
    2.1.2. Session Settings 7
    2.1.3. Identity Verification 7
    2.1.4. Network Access 8
    2.1.5. Single Sign-On Settings 8
    2.1.6. Lightning Login 9
    2.2. General Salesforce Settings 9
    2.2.1. Customer Logo 10
    2.2.2. Language Settings 10
    2.2.3. Translation Languages – even to correct AE to Ä 10
    2.2.4. My Domain 11
    2.3. General Salesforce Permissions 11
    2.3.1. Who is allowed to create Reports & Dashboards 11
    2.3.2. Who is allowed to export Reports 11
    2.3.3. Who is allowed to create/maintain List views 11
    3. other STUFF 12
    3.1. Set up SANDBOXES 12
    3.2. Set „Profiles” 12
    3.3. Set „Roles” 12
    3.4. Set „Sharing” Settings 12
    3.5. Hide not used Objects (seen in “+”) 12
    3.6. API User / Schnittstellen User? 12
    3.7. Disable “Quick Create” 13
    3.8. Adjust or hide “Social Accounts and Contacts Settings” 14
    3.9. Disable “Switch to Classic” 14
    3.10. Fiscal Year 15
    3.11. Different Currencies 15
    4. User Settings 16
    4.1. „Login as“ 16
    4.2. Ignore Validation Rules 17
    4.3. How to build in the “Ignore Validation” into a VR 18
    4.4. Indicate „Roll-out Members“ 19
    4.5. Change “Primary Contact” functionalities 19
    4.5.1. Change „Automated Case User“ 19
    4.5.2. Change „Default Lead Creator“ 20
    4.6. Only “Marketing Users” can create Campaigns 20
    5. User Interface 21
    5.1. Enable Enhanced Profile List Views 21
    5.2. Enable Enhanced Profile User 21
    6. Optional General Settings 22
    6.1. Change „Country“ from freetext to picklist 22
    6.2. Activate Person Accounts 22
    6.3. Hide all not used standard Salesforce Profiles 22
    6.4. Organization-Wide Email Addresses 23
    7. Visual Force Pages 23
    7.1. Calendar – VF.Page 23
    7.2. Activities – VF.Page 23
    8. Permission Sets 24
    8.1. PERMISSION // Export Reports 24
    8.2. PERMISSION // Dashboard create edit 24
    8.3. PERMISSION // List View (Create & Manage) 24
    8.4. PERMISSION // Hide option to switch back to Classic 24
    9. Enhancements 25
    9.1. Account inactive > Contact too? 25
    10. Objects 25
    10.1. Create “Tab” for new Object + Icon 25
    10.2. Permissions on every Object per Profile 25

    • Ryan Kuhlman March 21, 2019 at 5:03 pm #

      Christian,

      That is quite a list! On the whole, you have no argument from us here. Our post though was intended to give just a couple top ideas for where to start, rather than a more thorough checklist, similar to what you put together.
      However, thank you for taking the time to post! We always appreciate comments and feedback.

      Ryan and the CMB team

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