The holy grail of best practices to act as your ultimate guide to Salesforce.

1. Thou shall login
regularly and fully
engage with Salesforce
Track all activities, calls, tasks, and
statuses on a daily basis so
that you can create a clear
picture of your pipeline.
II
If it’s not in Salesforce,
it doesn’t exist.
Integrate your systems
so that updates in one
system automatically update the others,
creating a single source of “truth”.
VI
X
Thou shall use a de-duplication app
Your first line of defense is always preventing bad data, but duplicates still
happen. Use DupeCatcher to block new duplicates from entering your data
alongside Cloudingo to eliminate existing dupes, cleanse imports, and for
continual data maintenance. Both apps are available on the AppExchange.
X.5
CLOUDINGO.COMStart a free 10-day trial and see how many dupes are lurking in your data.
© Copyright 2015 Symphonic Source Inc. Makers of DupeCatcher and Cloudingo.
10 COMMANDMENTS
of Salesforce Users
1 2/
The
Thou shall protect
customer’s data
with one’s life
VII
Protect data with strong encryption,
tokenization, and malware protection to
prevent unauthorized users from having access.
Thou shall always
test in a Sandbox
III
Test new features, install apps, and check customizations
in a sandbox environment instead of
interfering with users who rely
on the production org.
Thou shall think through
the architecture
Define your goals, understand your data,
and determine crucial information
before integration or migration.
I
Thou shall observe
new releases
VIII
As a Salesforce admin, make sure
you inform your end users of
relevant updates. End users must
pay attention during training.
Thou shall not allow
duplicate or erroneous
data
When entering data, make sure it’s accurate,
updated info that doesn’t already exist. Use a
service that validates and augments data by
filling in missing pieces.
Thou shall automate
everything possible
IX
Automate workflows, email templates,
and drip campaigns. Incorporate
marketing automation systems and
email integrations.
V
Make sure the right users have access
to the right information, which may
also mean blocking access for certain
users.
Thou shall not bear
unnecessary access rights
Thou shall not worship
false idols - outside dataThou shall honor
data entry standards
Follow data entry standards like using
required fields, data validation
rules, and standardized naming
conventions to facilitate a clean,
functional org.
IV