Page Comparison

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• History Tracking on Standard Objects
• Chatter Feed Tracking
• Feed Layouts (not so much needed in The Lightning Experience, but you will still need to customise EVERY page). 
• Salesforce Topics (maybe don't use these until they are updated for Lightning now). Tracking 
• Actions! Global and Quick Actions
• Salesforce Mobile App (needs to be set up properly)Lightning for Outlook (if you are having to use Outlook) or Lightning for Gmail
• Einstein Activity Capture and Email Side Panels
• State and Country Picklists.
• One Contact to Many Accounts. Turn off News in Accounts settings - this is only applicable for US Orgs. 
• Files - Feature Settings > Salesforcde Salesforce Files > General Settings
  • Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments.
• Files Connect
• Out of Office on Chatter

Company Information and Admin

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• Enable State and Country Picklists.
• Set up Salesforce Mobile App settings.
  • This is a big job!
• Rename Apps and Tabs if needed. 
• Enable My Domain, or ensure it is set to the name you actually want.

Apps

Create a Lightning App for the organisation. 

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User Interface

• Enable the following
  
  • Enhanced Inline Editing
  • Show Custom Sidebar on all pages (if using Classic)
  • Collapsible Sections
  • Hover Details (not really much of a thing in Lightning though, which is a shame)
  • Related Lists Hover Links
  • Separate Loading of Related Lists
    • Ignore External Objects, they aren't a thing anymore
  • Inline Editing
  • Enhanced Lists
  • Spell Checker
  • Spell Checker on Tasks and Events
  • Enhanced Profile List Views
  • Enhanced Profile User Interface
  • New User Interface Theme
  • Improved Setup User InterfaceClassic 2010 User Interface Theme, yes yes, you still need to enable this
  • Tab Bar Organizer
  • Customization of Chatter User Profile Pages
  • All Calendar items
  • Enhanced Page Layout Editor
  • Improved Setup User Interface
  • Advanced Setup Search 
• Do not enable
  • Collapsible Sidebar (if using Classic)
  • Show Custom Sidebar on all pages (unless using Classic, which you aren't, right)
  • Enable Printable List Views
  • Turn off customizable Most Recently Used (MRU) actions
  • Disable the "Lightning Experience Turns On Soon" Admin Reminder
  • Anything in the Setup unless you know what you are turning on
• Disable the following
  • Disable Nav Bar Personalization (you want this)
  • Show Quick Create (not really a thing in Lightning, but still disable it)
  • Enable Salesforce Notification Banner (maybe enable it in Sandbox)
  • Check Do not show Lightning Experience-enabled end users the "Try Lightning Experience Now" prompt
  • Mail Merge (it doesn't actually exist anymore
• Make Choices
  • Name Settings
• I don't know
  • Google Chrome Storage Partitioning
  • ICU formats for en_CA (unless you are in Canada maybe)
  • Streaming API (unless you are using it). 
  • Visualforce

User Interface > Density Settings

• Compact

User Interface > Record Page Settings

• Grouped View

User Management Settings

For the top section and bottom section, think about your security requirements and set it that way

Turn on

• Enhanced Profile List Views
• Enhanced Profile User Interface
• Enhanced Permission Set Component Views
• Field-Level Security for Permission Sets during Field Creation - IMPORTANT!
• User Access Policies
• Enhanced Interface for User Access Policies 

Company Profile

• Set Company Information
• Default Timezone
• Set a domain under Company Profile -> My Domain (or change it if it needs to be)
• Turn on Multicurrency if needed. 

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• Set up Chatter
  • Turn on Emoticons if you are that sort of organisation
  • Enable Out of Office 
  • Add a Chatter email address

Salesforce Mobile App

There are a heap of settings in here to think about. 

Turn on

• Enhanced Lightning Reports
• Landscape Support on Phones
• Dynamic Forms for Mobile
• Dynamic Actions on Mobile

Don't turn on

• Enhanced Contacts (No, you do not want the user's local Pizza shop as a Salesforce Contact). 

There is much more to do for Mobile Setup, this is just the beginning. 

All Objects

• Set up Feed Tracking
• Set up Record TopicsSet up Feed Layouts (if using Classic)
• Assign Feed Layouts
• Remove all of the standard "custom fields"
• Remove all of the standard page layouts except for one
• Remove all Data Import buttons
• Remove all Print List View or Print Page Layout Buttons
• Remove Discover Companies from Accounts
• Set up all Lightning Pages to have Details first, and related second. 

Next Steps

See Objects for what to do with each object. 

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