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

1. COMMANDMENTS
of Salesforce Users
The holy grail of best practices to act
as your ultimate guide to Salesforce.
10½

2. Thou shall think
through the architecture
of the data from the
beginning
I

3. Define your goals,
understand your data,
and determine crucial
information before
integration or migration.

4. Thou shall login
regularly and fully
engage with Salesforce
II

5. Track all activities, calls, tasks,
and statuses on a daily basis so
that you can create a clear picture
of your pipeline.

6. Thou shall honor data
entry standards
III

7. Follow data entry standards like
using required fields, data
validation rules, and standardized
naming conventions to facilitate a
clean, functional org.

8. Thou shall always test
in a Sandbox
IV

9. Test new features, install apps, and check
customizations in a sandbox environment
instead of interfering with users who rely on
the production org.

10. Thou shall
not bear
unnecessary
access rights
V

11. Make sure the right
users have access to
the right information,
which may also
mean blocking
access for certain
users.

12. Thou shall
automate
everything
possible
VI

13. Automate workflows,
email templates, and
drip campaigns.
Incorporate marketing
automation systems
and email integrations.

14. Thou shall protect customer’s
data with one’s life
VII

15. Protect data with strong encryption,
tokenization, and malware protection
to prevent unauthorized users from
having access.

16. Thou shall not worship
false idols — any data that
exists outside of Salesforce
VIII

17. 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”.

18. Thou shall observe
new releases
IX

19. As a Salesforce admin, make
sure you inform your end
users of relevant updates. End
users must pay attention
during training.

20. Thou shall not allow
duplicate or erroneous data
into the sacred database
X

21. 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.

22. Thou shall use a
de-duplication app
X.5

23. Your first line of defense is always
preventing bad data, but duplicates still
happen.

24. Install DupeCatcher to
block new duplicates from
entering your Salesforce
org.
Download Cloudingo to
eliminate existing dupes,
cleanse imports, and for
continual data maintenance.

25. HOW MANY DUPES
ARE LURKING IN
YOUR DATABASE?
Find out with a free trial!
makers of
Start Deduping!
HOW MANY DUPES
ARE LURKING IN
YOUR DATABASE?

26. attributes
https://flic.kr/p/o87uzP
https://flic.kr/p/ambbN9
https://flic.kr/p/7XsETE
https://flic.kr/p/bzBRpy
https://flic.kr/p/kdtNwp
https://flic.kr/p/e3CD5k
https://flic.kr/p/bCtQsy
SHARE THIS
Help make the Salesforce world a
better, more productive place.
https://flic.kr/p/fCLEZX
https://flic.kr/p/ej4Ljt
https://flic.kr/p/bn2wJP
https://flic.kr/p/tWGRf9
https://flic.kr/p/fK14xr
https://flic.kr/p/vYpwW4
Produced and copyrighted by Symphonic Source Inc., makers of
DupeCatcher, Cloudingo, and Cloudingo Studio
Salesforce® is a registered trademark of salesforce.com and is
not affiliated with Symphonic Source Inc.