Welcome to Salesforce Family.

Below is common ideas/suggestions I hope it will help you.

- Create an excel file Sales Cloud

- Create sheets for each object

- Add everything in sheet e.g. Field Names, New fields, validation rule, process builder, reports, dashboard list

- Status of each task, responsible person, timeline, priority, etc.

- if you have any questions then ask here (

).

- Always use Sandbox before making it live

- Always give numbers to Process builder, flow, workflow, etc.

- Always think as user's side

- Learn from Trailhead (It's FREE Salesforce product)

- Community is the best way to learn and get ideas. Join groups and ask a question like this.

- Join webinars -

- Tuesday/Thurs Office Hours ( by

You can have a look below a few download PDFs which will help you.

Getting Started Implementation Guide ( Old Guide but you will get an idea how can you use ).

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Tip Sheets and Implementation Guides

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Downloadable User Guides

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Please feel free to share your exp. and questions here.