Things you always forget to do before Go Live but are very important.
Data Import
Yes, it's prior to Go Live, but it's still important
- Ask Salesforce to turn on the ability to update System Fields
- Ask Salesforce to turn on Middle Name and Suffix fields.
Setup
Settings
- Turn off Advertising (UI)
- Turn off Quick Create
Sharing Rules
- 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
Public Site Settings
Eg for Public Knowledge Base, Payment Forms etc
- Does your public facing sites have the correct permissions - only minimum
Integration User
- Does your integration user only have the minimum required permissions
Chatter
- Any chatter groups created
- Any topics need creating
Objects
Views
- 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
Dashboards
- Dashboards created
- Dashboards running user set.
- Dashboard on home page
Each User
- Install Salesforce for Outlook
- Set up Tabs
- Set up my email to Salesforce - make sure they have recorded it.
- Unhide sidebar (or turn it off in Settings)
- Grant login to Admin for 1 year (if not set as default).