This is a sample README.md file you can use to update your project. New project repos will use this template when they are created.
Account Setup: Provide the new user with a Salesforce user account. Assign appropriate user roles and permissions based on their job responsibilities. Set up a strong password for the user or ask them to create one during the initial login. For this, we can create a Template for a New User all the Login Instructions
Training and Orientation: Conduct a comprehensive orientation session to introduce the user to the Salesforce platform. Provide training materials, such as user guides, videos, or online tutorials, to help them understand the features and functionality of Salesforce. Offer specialized training if the user will be using specific Salesforce modules or applications.
Data Access and Security: Define the user's data access levels based on their role and responsibilities. Configure sharing rules and permissions to ensure the user can access the necessary records and data. Educate the user about Salesforce security best practices and data handling guidelines.
Customization and Configuration: Customize Salesforce layouts, fields, and page layouts according to the user's requirements. Configure dashboards, reports, and list views to provide relevant information to the user. Set up email templates, workflows, and automation rules based on the user's needs. Integration and App Setup: Integrate Salesforce with other systems or applications used within the organization, if required. Install and configure any necessary Salesforce apps or add-ons that the user will need to perform their job effectively.
Support and Resources: Provide contact information for Salesforce support channels, such as help desk or customer support. Share resources like online communities, forums, or knowledge bases where the user can find additional help and information. Assign a mentor or a buddy to assist the new user during the initial weeks or months.
Testing and Validation: Conduct testing to ensure that the user can perform their job tasks effectively within Salesforce. Validate that the user can create, edit, and update records correctly. Verify that any customizations or configurations are functioning as intended.
Ongoing Training and Development: Offer continuous training opportunities to help the user enhance their Salesforce skills and knowledge. Provide updates on new features and enhancements in Salesforce and how they may impact the user's workflows. Encourage the user to participate in Salesforce user groups or events for networking and learning from others.
Please replace with your projects vision.
- Goal 1: Provide new
- Goal 2
Please replace with Nonprofit, Education, or Other (if Other, explain further)
Please replace with the URL for your Trailblazer Community group and/or Slack channel issued by the Commons program team.
- Way 1.
- Way 2.
- Way 3.
Documentation can be found in the repository [wiki] (URL for wiki where docs are stored)
BELOW CONTENT TO USE TO CREATE YOUR FIRST WIKI PAGE TO HOUSE DETAILS ABOUT YOUR SPRINT PARTICIPATION.
- Cut the below from the readme and paste into a new Wiki page. Delete these instructions.
- Update that wiki page with details from the Sprint.
- Copy that format for the next Sprint.
Add details here - what you did, links to docs if there are any, etc.
| Full Name | Team Role | Github Username | Working Group? |
|---|---|---|---|
| Enter persons name | Group Leader | fakeusername | |
| Enter persons name | Contributor | Enter working group name |
(AKA what were you unable to finish at the Sprint) Replace with the goals your team would like to continue working on next time.