I have just been hired as a new sysadmin for a non profit with approx 50 employees. I am in the process of completing my certification with no prior SF experience. I'm just curious and happy to learn how to use it. However, the person that turned the org over to me had no SF experience and just managed it to the best of their ability for the last year or so. The org has never been managed by anyone with actual SF training. It is very chaotic. To my knowledge the data has never been backed up, or at least I was not told about it. And I do not know where any backed up data is. There are 8 SysAdmins because the previous admin did not know how to make permission sets. We don't have an active sandbox. There are several errors that I am trying to resolve, and in the meantime I am still trying to fulfill SF requests from other employees.
I'm making a case to my supervisor that we need to have a consultant come in and get the org in compliance with best practices. I simply do not have time and will not be given time to do this myself as I have other roles and responsibilities outside of SF for work.
What best practices should we be following? For instance, how often should we back up data? What is the best way to organize our contacts, etc. I need a list of specific tasks to give him and also to hopefully give our contractor.
@Nonprofit Get Started Hub@Nonprofit Success Pack@Salesforce.org System Administrators
probably something you should look into: https://admin.salesforce.com/webinar/essential-habits-new-admins
