Tips for New Administrators and Self-Implementing Customers

All organizations need tips and guidelines when rolling out salesforce.com on their own. This presentation is a collection of best practices for customers who are self-implementing. It is intended to compliment other resources found on our site as well.

Topics include:

  • Mapping lead fields
  • Role hierarchy
  • Data collaboration
  • Rollout preparation
  • Training
  • Post rollout resources
  • Adoption
  • Additional resources
  • Help


Download Tips for New Administrators and Self-Implementing Customers