Tips & Tricks for Salesforce

Last year I decided to put together a series of some small and simple tips how to improve your Salesforce instance. You know, that 1 % of improvement every months which will make it way better at the end of the year. And also to cover things we quite often skip during the implementation as their to need/time/will/what ever during the implementation.

I realised two things during the year:

  • I don’t have as many tips as I thought, respectively I don’t think that they are easily transferable to everyone and make sense to only some;
  • I don’t like the mailing list especially as MailChimp decided during the year that this feature will be paid and I wasn’t willing to pay. Also it feels better to me when the tips are just freely accessible to anyone, so I’ll republish them during the year here and maybe add some new one as well.

Here we go with the first one, which is the first step I do now-a-days and is surprised that many still skip it.

My Domain

It came a few years ago, at one time Salesforce also wanted to make it mandatory but then decided not to and rather „force“ it other way.

I like it for a few things:

  • branding – users can see your company name right at the URL and feel more „part of it“;
  • when Salesforce will migrate you to another server (which happens quite often) all URLs you have in emails and elsewhere will be still valid;
  • you can force users to login only from your domain -> a bit of extra security;
  • you can update the login screen with your branding;
  • consultants can work in multiple instances (even on the same server) at the same time (yeah!).

And then there are things when you have to enable My Domain:

  • when you want to use SSO (Single Sign-On, Social Sign-On) and make it easier for your users;
  • when you switch to Lightning and want to use 3rd party or your own Lightning components on pages.

How to do that?

It isn’t rocket science even though Salesforce recommends doing it during time when your users doesn’t work – so they aren’t surprised that they have to re-login again.

Just go to Setup, find My Domain and you are at the right place.

Enter your domain name, click on the Check availability and you will immediately know whether you can use it or choose a different one. If it is free you can click Register, wait a few minutes for email telling you all is good and you can continue.

Once you get the email the page will change, you will click on the Log In button to login on your new domain, test everything (cannot imagine why something shouldn’t work if you follow best practices) and click the magic button Deploy to Users.

Done. Well, you should play with the branding for a while, upload your logo, choose colors and maybe what will be in the right part of the login screen (if you don’t want to see the ads there anymore). And send email to users so they aren’t surprised.

Can I try it somewhere?

Trailhead, there is one module with practical example. Do it, NOW!

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