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 appYour 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 architectureDefine 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.

VMake 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 worshipfalse idols - outside dataThou shall honor

data entry standardsFollow data entry standards like using

required fields, data validation rules, and standardized naming

conventions to facilitate a clean, functional org.

IV