BerTech LLC

Steps To Setting Up A New Org

Month Two is finally in the books. And I must say, we are moving along with great speed. To give a recap of month one, we dropped Force.com, and purchased Salesforce Enterprise Org with Pardot. Now, we still have the agents running full speed in the Force.com platform and plan to transition them to the Salesforce Enterprise org very soon. Which brings me to month two- setting the ground work for the new org.

Setting up a new org takes a lot of time and planning. Here are the steps I've taken so far to create our new org.

Step I: Set up Your Organization

Before getting started with the configuration, you need to set up your organization within Salesforce. Edit and complete your Companies Information.

Step II: Set up your Domain

Salesforce uses domains to deliver content. Go to:  Setup - My Domain to configure your domain for your organization.

Step III: Set Up Roles

Role Hierarchy lets use create share settings and levels of access dependent on company role. For now, I wanted to keep it simple roles for our company as I know I can go back and change this later on.

Step IV: Set Up Profiles

Profile is a group of permissions and settings that define a user or group of users. I started by creating an admin and standard user profile for each division within our company. Again, I know later on I can add or make changes where necessary. For now, I have a good grasp of the basic foundation for each profile.

Step V: Define Standard and Custom Objects

This is my current project, defining standard and custom objects. The hardest part of this part of the project is making sure we are gathering what we need from the org, but not replicating the old org in the org. My goal is to make this new org more efficient, and with that only bring over the fields we need.

This is it for month two! As we continue to grow the new org, I will keep my blog updated.