Ever wondered how to build out your first Salesforce Org?

A high-level overview for building out a Salesforce org from start to finish:

Stage 1) Define the business requirements and processes:?Before setting up the org, it is important to understand the business requirements and processes that the org will support. This involves talking to stakeholders, identifying key business processes, and documenting requirements.

Stage 2) Set up users and profiles:?Once the business requirements are understood, the next step is to set up the users and profiles in the org. This involves creating user accounts, assigning roles and profiles, and setting up security settings.

Stage 3) Configure objects and fields:?After setting up users and profiles, the next step is to configure objects and fields in the org. This involves creating custom objects and fields as needed and modifying existing ones to support the business processes.

Stage 4) Create record types and page layouts:?Once the objects and fields are set up, the next step is to create record types and page layouts. This involves defining different record types for each object and customizing the page layouts to display the relevant fields and related lists.

Stage 5) Define picklist values and validation rules:?With the objects, fields, and page layouts set up, the next step is to define picklist values and validation rules. This involves defining the allowable values for picklists and setting up validation rules to enforce data quality.

Stage 6) Set up workflows and process automation:?After the basic configuration is in place, the next step is to set up workflows and process automation. This involves creating rules and actions to automate business processes and reduce manual work.

Stage 7) Customize reporting and dashboards:?With the basic configuration in place, the next step is to customize reporting and dashboards to provide insight into the data in the org. This involves creating custom reports, dashboards, and charts as needed.

Stage 8) Set up integrations:?Depending on the business requirements, the next step may involve setting up integrations with other systems or services. This involves configuring APIs, middleware, or other connectors to allow data to flow between the systems.

Stage 9) Test and Validate:?Once the org is set up, the next step is to test and validate the configuration. This involves running test scenarios, validating data quality, and ensuring that the system meets the business requirements.

Phase 10) Train users and roll out:?Finally, once the org is tested and validated, the last step is to train users and roll out the system. This involves providing training to users, migrating data, and launching the system to production.

Note: The order and steps may vary depending on the specific business requirements and complexity of the org. This is just one possible order and should be adjusted as needed.