CRM CUSTOMIZATION CHECKLIST

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--- REQUIREMENTS GATHERING & PLANNING ---
[ ] Business Objectives for Customization
[ ] Customization Priority (High, Medium, Low) (High, Medium, Low)
[ ] Estimated Effort (in hours)
[ ] Dependencies on Other Systems/Processes
[ ] Affected User Groups (Sales, Marketing, Customer Service, Operations)
[ ] Target Completion Date

--- DEVELOPMENT ENVIRONMENT SETUP ---
[ ] Development Environment Purpose Statement
[ ] Sandbox Instance Size (in GB)
[ ] Sandbox Type (Developer, Developer Pro, UAT)
[ ] Sandbox Creation Date
[ ] Installed Dev Tools (VS Code, Eclipse, Ant, SFDX CLI)
[ ] Configuration Files (e.g., org.xml)

--- CUSTOM OBJECT DESIGN & IMPLEMENTATION ---
[ ] Object API Name
[ ] Object Label
[ ] Record Limit (Optional)
[ ] Ownership Settings (Defaults to Organization, With Sharing, Without Sharing)
[ ] Deployment Status (Deployed, In Development, Released (Sandbox))
[ ] Created Date (Automatic)
[ ] Description (Optional)

--- WORKFLOW & AUTOMATION RULES ---
[ ] Automation Type (Workflow Rules, Process Builder, Flows (Screen Flow), Flows (Auto-launched Flow))
[ ] Workflow Description
[ ] Order of Execution
[ ] Entry Criteria Met (All Criteria, Any Criteria)
[ ] Actions to Perform (Create Task, Send Email, Update Field, Invoke Flow)
[ ] Scheduled Start Date

--- PAGE LAYOUT & USER INTERFACE ADJUSTMENTS ---
[ ] Record Type Selection (Record Type 1, Record Type 2, Record Type 3)
[ ] Related List Visibility (Leads, Contacts, Opportunities, Activities)
[ ] Button Placement (Top, Bottom)
[ ] Help Text Display (Always Visible, On Hover, Hidden)
[ ] Custom Notes/Instructions for Users

--- VALIDATION RULES & DATA INTEGRITY ---
[ ] Maximum Allowed Value for Quantity Field
[ ] Minimum Allowed Value for Price Field
[ ] Required Status Field Value (New, In Progress, Completed, On Hold)
[ ] Valid Date Format (YYYY-MM-DD)
[ ] Required Field Combinations (Field A & Field B, Field C & Field D, Field E & Field F)
[ ] Allowed Characters in Text Fields (Regex)

--- SECURITY & PERMISSIONS ---
[ ] Profile Assignment Verification (Verified, Not Verified)
[ ] Object Permissions Checked (e.g., Account, Contact) (Account, Contact, Opportunity, Lead)
[ ] Field-Level Security Applied? (Yes, No)
[ ] Number of Custom Profiles Created
[ ] Documentation of Security Design Decisions
[ ] Two-Factor Authentication Enforced? (Yes, No)

--- TESTING & QUALITY ASSURANCE ---
[ ] Number of Test Cases Executed
[ ] Number of Failed Test Cases
[ ] Description of Critical Bugs Found (if any)
[ ] Affected Areas (e.g., Sales, Marketing, Service) (Sales, Marketing, Service, Operations, Finance)
[ ] Overall Test Result (Pass, Fail, Partial Pass)
[ ] Date of Last Test Execution
[ ] Summary of Key Findings and Recommendations

--- DOCUMENTATION & TRAINING ---
[ ] Customization Purpose & Rationale
[ ] Detailed Customization Steps
[ ] Customization Design Documents
[ ] Target User Groups for Training (Sales Team, Marketing Team, Customer Service, Management)
[ ] Training Session Schedule
[ ] Training Materials Summary

--- DEPLOYMENT & RELEASE MANAGEMENT ---
[ ] Planned Deployment Date
[ ] Scheduled Deployment Time
[ ] Deployment Risks and Mitigation Plan
[ ] Estimated Deployment Time (hours)
[ ] Environments to Deploy To (Sandbox, Production, Staging)
[ ] Deployment Method (Change Sets, Package.xml, Third-Party Deployment Tool)
[ ] Deployment Checklist Version
[ ] Deployment Approver Signature

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