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Tips for Setting up a New Salesforce Org.

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