We are currently using a department abbreviation as a prefix and the object type as a suffix, with the descriptive name in between. This can make for some long object names but is useful if searching for an object owned by a specific department. Curious how others think about this and if/how it vari...

Hi Rachelle, this is awesome. How did you assign the onboarding project to multiple people so each could complete the project on their own?

Completely agree it’s worth it to take the time up front. Taking a phased approach, as I’m strapped for resources, so doing minimum now and will create some more robust onboarding when I get more help :-;

Thanks, Kevin. Sounds like a lot of work. I’m low on resources at the moment. But since our instance is not highly customized, definitely planning to take advantage of the learning paths.

Hi, I'm looking for a basic non-role-based learning path for new users, similar to admin bootcamp but w/o admin topics like permissions. So basically looking for overview of all the objects, how to search, groups/teams/roles, project templates vs projects etc. Foundational topics that are more overv...

Thanks Katherine and Matt. We’ll try some of these and see what works.

I have users who need to be reminded on a monthly basis to setup and run a particular report. They have created a project template to obtain and cleanse the data and run the report. But they want to receive a notification to do that same set of tasks every month. Thanks, Lori

Thanks, Katherine, this is what I was looking for.

I know you can set up recurring tasks within a single project, but is there a way to set up a recurring project?