Back in 2016, Gillian went to you, the community, and gathered your best tips for setting up a New Salesforce Org in 5 Steps. After 5 years and 15 (!!!) releases, it seemed about time for us to return to the community and see if you had any new insight.
Before we dive into our most recent tips for admins, I think it’s worth revisiting this advice from Gillian’s original article:
“Before you log in to your new org, there are a few things you should do to prepare:
Define a clear vision for using Salesforce. Why is your company using Salesforce? How does it align with the overall company mission statement? Document all the things! Make sure that any changes you make are documented from Day 1 so that you can easily go back and review, share, or replicate processes with stakeholders. Learn with Trailhead. Get up to
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