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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).
- Actions! Global and Quick Actions
- Salesforce1 Salesforce Mobile App (needs to be set up properly)
- Lightning for Outlook (if you are having to use Outlook) or Lightning for Gmail
- 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 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.
- Rename Apps and Tabs if needed.
- Enable My Domain
Apps
Create a Lightning App for the organisation.
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Add Follow Up Action - New Task, default to 2 days from now, assigned to the owner of the record, with the subject of Follow Up.
Global Actions Layouts
Salesforce Mobile and Lightning Experience Layout
Add Log a Call Action
Add Follow Up Action
- Add Mobile Smart Actions
Hide Polls Action
Hide Questions Action
- Hide Email Actions
Hide Thanks Actions (unless your organisation has a formal methodology around open thanks and praise, otherwise, it's just a bit naff).
Hide all New record actions unless your organisation is always creating Leads and Opportunities from wherever - (I don't think that is wise at all).
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- Set Company Information
- Default Timezone
- Set a domain under Company Profile -> My Domain
- Turn on Multicurrency if needed.
Chatter
- Set up Chatter
- Turn on Emoticons if you are that sort of organisation
- Enable Out of Office
All Objects
- Set up Feed Tracking
- Set up Record Topics
- Set 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
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