Congratulations! You’re the proud owner of an existing Salesforce org! OK, but now what?
Peering behind the curtains of an org that’s new to you can be both daunting and exhilarating. What surprises will you find?!
Here’s a 15-step checklist I follow to get a high-level view of things. The exact order doesn’t really matter, and hopefully most of these are already on your list.
- Company Information: review license uages
- System Overview: scan data storage, API requests, apex triggers, custom apps, portals
- Health Check: an at-a-glance perspective on security standards
- Installed Packages: how many, which ones, how are they used
- Manage Connected Apps: what external systems are connected
- Remote Site Settings: what callouts are made
- Email Integration: is this being used
- Release Updates: are they keeping up to date with releases
- Users: how many system administrators are there (lol)
- Workflow Rules: do any active ones still exist
- Processes: do any active ones still exist
- Flows: how many record-triggered flows, how well are they written
- Apex Triggers and Code: are there too many triggers
- Custom Apps: how are app used
- Data Model: a deeper dive into custom fields and objects
Keep in mind that most of these checks can be performed by 3rd party tools like elements.cloud. Personally, I prefer doing things the manual way until I have a sense of things. Then these tools can help you go significantly deeper.
The takeaway
Whenever you inherit a Salesforce org, be sure to go through your checklist so you understand what’s been dropped into your lap. Hopefully there will be more treasures than landmines.