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- Set Up and Maintain Your Salesforce Organization
Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce You can also manage your licenses and entitlements This page contains the information that was provided when your company signed up with Salesforce
- Set Up Your New Salesforce Org in 5 Steps
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!
- How To Set Up a New Salesforce Org - Perficient Blogs
If you purchased a new Salesforce org, you may be wondering where to begin setting it up In this blog we’ll explore a few of the essential areas to review and configure to help get you started
- Set Up and Maintain Your Salesforce Organization
Set Up Your Company in Salesforce Use the Company Information page in Setup to track what’s important about your company’s organization in Salesforce You can also manage your licenses and entitlements This page contains the information that was provided when your company signed up with Salesforce
- Step-by-Step Guide to Salesforce Admin Documentation
Well-maintained documentation supports administrators in managing Salesforce effectively, helps with onboarding new team members, and ensures consistency across the organization
- New Salesforce Org Checklist: 13 Tasks to Complete
In order to alleviate some of this stress, I want to share with you some of the things I do in a brand-new Salesforce Org This list is merely a starting point – have discussions with your stakeholders before making any changes All admins need a thorough understanding of what that company will use Salesforce for
- Upload and Replace Items on the Documents Tab - Salesforce
When a new document is uploaded or an old one is replaced, its contents are available for searches Salesforce stores the most recent upload date as the modified date
- New Salesforce Org Setup Best Practices - Arkus, Inc.
We set up new orgs so often here at Arkus that we work from a documented specific best practices list we've developed from lessons learned over years It’s a list of things we do as soon as we unwrap the present
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