Step 1 – Company Setup
The first step would definitely be to start by adding a flavor of your company to Salesforce. You can start by adding your company logo. You might also want to access your Company profile via Setup and input details like Time zone, Fiscal year, Language, Locale, Currency and Primary Contact.
Though Salesforce as a platform ensures adherence to almost every security standard, you can still define the data sharing security that should apply to your org. Go to Setup → Search Health Check. You will get a detailed report on how secure the settings within your org are and how the gaps can be fixed.
Step 2 – Object Model & Profile Permissions
Salesforce Data model is created with Objects (like tables in SQL). You can create attributes that define the object and establish relationships between them. Salesforce provides a set of standard objects like Leads, Accounts, Opportunities, etc. to support its CRM features. You can further create Custom objects to record data unique to your org. Refer to the Salesforce object model for further details.
Post defining the object model in your Org, you will need to define the permissions namely CRUD – Create, Read, Update & Delete in Profiles.
Step 3 – Setup Sharing Model
Also, the most critical step is to define how you would want the data to be shared in your Org. This is where you have to define the Org wide default settings for your objects (the default access for any user on the object). You can define further layers of security to control access on records based on user roles and profiles. Here’s a guide to get started with the Salesforce security model.
With these three steps in place, you are all set to explore the World of Salesforce and the varied benefits it brings to your CRM process.