1. Create custom fields.
2. Create any custom buttons or links.
3. Create any custom s-controls.
4. Create any custom profiles.
5. Create record types for different business scenarios.
6. Assign which record types are available to users with different profiles.
7. Set the field-level security for each profile to restrict users’ access to specific fields.
8. Define page layouts to organize your pages.
9. Set the related objects and the mini page layouts that display in the console.
10. Assign page layouts to users based on profiles and record types.
11. Check the field accessibility grid to verify that all field access settings are correct.
12. Define search layouts. All users use the same search layouts.