1.Know the audience and realize that the driver for sales users is making their n umbel's
2.Ask to sec planners, notes, etc, and notice what is different between high and low performers
3.Examine what they want to track
4.Encourage a vision of the left hand knowing what the right is doing
5.First step is usually to make information tracking easy by consolidating all in one place

1. System validation rules
2.All Apex 'before' triggers.
3.Custom validation rules
4.All Apex 'after' triggers
5.Assignment rules (Leads and Cases only)
6.Auto-response rules (Leads and Cases only)
7.Workflow rules
8.Escalation rules (Cases only)
9.Parent Roll-up Summary Fields (which triggers all of the above on the parent object)

Section: Volume D

Section: Volume C