Salesforce Setup Rules
For me, these are the things you must have in Salesforce for it to work well.Â
- Chatter enabled - see New Salesforce Org and Chatter and people using it.Â
- Salesforce 1 mobile app active and enabled, and people know how to use it.
- Quick Actions enabled Actions! Global and Quick Actions and set up for the common tasks you do in your org.Â