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.
- 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.
- 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.
- 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.
- Enter Your Company Info
- Primarily speaking, you need to get the company’s default time zone, fiscal year, and primary contact information.
- 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.
- Enable Chatter
- The internal communication community for Salesforce. A great way to make sure that everyone stays connected.
- 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
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.