Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  •  Are Organizational Wide Defaults set for each object. 
  •  Have you finished your Sharing Rules setup. Does it cover all scenarios? 

Permissions / Profiles

  •  Ask Salesforce to turn on the ability for Admins to log in as all users
  •  Log in as each profile and test permissions
  •  Turn off access to Tabs and Apps that users will not use (it is to overwhelming for some users)
  •  Home page for each profile

...

Public Groups

  •  (Useful for Views permissions) Public Groups created

...

  •  All required views created
    •  Decide on which fields should be visible in each view
    •  Set permissions for each view based on public groups

Page Layouts


Reports

  •  Report folders created
  •  All Reports Created 
    •  And filed in an appropriate folder
  •  Hide Unused Report Folders
  •  Create Report Types for custom objects if needed

...