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Go Live
Go Live
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
Record Types
- All objects have record types that are required.
- Default record types are set for all objects - especially Opps
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
Search Layouts
- All Search Layouts Set
- Enhanced Search setup
Publisher Actions
Default
- Layout Set
- Any new actions created
Objects
- Each object has the right Actions
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).
, multiple selections available,
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