What are the key steps involved in setting up a new Salesforce org?
Suggested answer
Setting up a new Salesforce org involves:
1. Configuring Company Information (fiscal year, currency, address).
2. Defining the org's data model — creating custom objects, fields, and relationships.
3. Configuring security: creating profiles, roles, permission sets, and OWD settings.
4. Setting up users and assigning profiles/roles.
5. Configuring automation (Flows, approval processes).
6. Building reports, dashboards, and list views.
7. Customising page layouts and record types.
8. Enabling and configuring features (Chatter, Email-to-Case, etc.).
9. Performing data migration using Data Import Wizard or Data Loader.
10. Testing in a sandbox before go-live.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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