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- All required views created
- Decide on which fields should be visible in each view
- Set permissions for each view based on public groups
Record Types
- All objects have record types that are required.
- Default record types are set for all objects - especially Opps
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Page Layouts
- All Consistent
- All system fields down the bottom
- All headers consistent
- All workflow update fields set to be read-only
- Fields are hidden where necessary
- Feed views are created
- Change Custom Buttons to Custom Links or hide Custom Buttons on Feed View
- Each Feed View layout is exactly consistent
- Each user has the right layout
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Search Layouts
- All Search Layouts Set
- Enhanced Search setup
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Publisher Actions
Default
- Layout Set
- Any new actions created
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Objects
- Each object has the right Actions
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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
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