Email Setup Audit Checklist for Salesforce Admins

This document is a checklist designed for new Salesforce administrators who have inherited an existing Salesforce organization. It outlines essential steps to audit the email setup on the first day to ensure compliance and deliverability before sending any communications. The checklist covers critical areas such as deliverability, send limits, compliance, list quality, automations, and best practices. It emphasizes the importance of cleaning the email list before importing it into Salesforce and provides rules of thumb to prevent issues like high bounce rates and spam complaints. The document details specific actions to be taken on day one, during the first week, and within the first month, including auditing email authentication, configuring deliverability settings, and reviewing compliance setups. The checklist serves as a guide to help new admins establish norms and best practices for email management within Salesforce.