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Showing posts from May, 2018

Best Practices and Recommendations for New Salesforce Admins (Part One - Setup Best Practices)

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They say hindsight is a wonderful thing and they are right, we can't go back and do over, but we can share what we have learnt and allow others to benefit from our experiences.

This was my approach to the session I presented at the Admin Theatre at this year's London World Tour. My talk was entitled Best Practices and Recommendations for New Salesforce Admins.



The role of Salesforce Admin brings with it a lot of responsibility, but thankfully also all the tools and support to enable each of us to be successful. When we start our Salesforce journey, however, we don't come with all this knowledge fully formed so here are my recommendations and tools to help everyone make the most of the available (#Safe Harbor) features.

For ease I am splitting my tips up into Best Practices, Recommendations, and Tools, and then into Setup, Reporting, and Productivity.

This post (part one) covers Setup Best Practices.



Number one in my list of setup best practices relates to the provisioning o…