New Salesforce Org

Owned by Jodie Miners
Last updated: Sept 17, 2024
2 min read

The things you do on every new Salesforce Org. Updated for Lightning. 

(originally appeared on http://salesforce.stackexchange.com/questions/302/when-setting-up-a-new-salesforce-instance-for-an-organisation-what-are-the-defa)

See Also:

First things!

  • Turn off the advertising - User Interface. Uncheck Enable Salesforce Notification Banner. 
  • Turn off the Lightning nag screen - User Interface. Check 
  • (NOTE that the two turning off advertising checkboxes are opposite you check one and uncheck the other!)

New Features

Even without the new Lightning Experience, all new orgs come without excellent new features enabled, and you will miss out on great functionality if you do not enable them. 

Company Information and Admin

  • Set Fiscal Year
  • Set Business Hours
  • Set Password Policies
  • Set Session Settings
  • Set Trusted IP Ranges
  • Set Login Access Policies to be only for Admins to request Salesforce.com help. 

Security Settings

  • Ask client about restricted users and times they should be restricted to. 
  • Ask about Email Footers. (However, see Emails for issues with Email Footers).

Other

  • 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. 

Global Actions

  • 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). 

User Interface

  • Enable the following
    • 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
    • Classic 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 
    • 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. 

Chatter

  • 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 Topics
  • 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. 

Also See Required Apps (only for Classic)

For Lightning:

  • Recycle Bin

Articles

See other articles on this topic. 

Anonymous
September 26, 2024

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