> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inflection.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding Checklist

> The technical, communication, and staffing requirements to unlock the full potential of Inflection.

Inflection.io allows companies to activate their product data, sales data, and marketing data to drive more pipeline, product adoption, and revenue expansion.

The following checklist will help you unlock the full potential of the platform.

## Technical Implementation

### Sending Domain

* [ ] Align on the sending domain(s) that will be used for Inflection emails.
* [ ] Connect with IT to make sure they can provide a timely response to authenticate the sending domain. If your IT process requires a ticket to be submitted, submit early to ensure no undue delays.

### CRM

* [ ] Connect with your CRM administrator to ensure support for an integration with Inflection. Understand their process and timelines around supporting the integration. Share [our documentation](https://inflectionio.notion.site/Salesforce-Setup-Sync-73bfaadcccf448afa29b75798bcf36b0) and [use cases](https://inflectionio.notion.site/Connections-High-level-Use-Cases-24eaf642a4dd8055a5bae716aec53e58) with them.
* [ ] Complete [our Salesforce Questionnaire](/getting-started/onboarding/salesforce-questionnaire) and share with your Inflection team and your CRM administrator (as part of the request to support the integration).

### Segment

* [ ] Connect with the Segment administrator to make sure to support an integration with Inflection. Share [our documentation](https://inflectionio.notion.site/Segment-Connection-0fe6a33aaec14d98ab295bdc13b4f894) and [use cases](https://inflectionio.notion.site/Connections-High-level-Use-Cases-24eaf642a4dd8055a5bae716aec53e58) with them. Understand their process and timelines around supporting the integration.
* [ ] Complete [our Segment Questionnaire](/getting-started/onboarding/segment-questionnaire) and share with your Inflection team and your Segment administrator (as part of the request to support the integration).

### Data Warehouse

* [ ] Connect with your data warehouse administrator to make sure they can support an integration with Inflection. Share [our documentation](https://inflectionio.notion.site/Connecting-a-Data-Warehouse-fc87a2b283774b5391456c9c43e02403) and [use cases](https://inflectionio.notion.site/Connections-High-level-Use-Cases-24eaf642a4dd8055a5bae716aec53e58) with them. Understand their process and timelines around supporting the integration.
* [ ] Complete [our Data Warehouse Questionnaire](/getting-started/onboarding/data-warehouse-questionnaire) and share with your Inflection team and your Data Warehouse administrator (as part of the request to support the integration).

### Web

* [ ] Connect with your website administrator and make sure they can add an Inflection tracking script to your website. Share [our documentation](https://inflectionio.notion.site/Website-Tracking-1f8bb00462604f65aeec1538fb6b0e9d) and [use cases](https://inflectionio.notion.site/Connections-High-level-Use-Cases-24eaf642a4dd8055a5bae716aec53e58) with them. Understand their process and timelines around supporting the integration.

## Communication

* [ ] Connect with your security team to make sure you can join a Slack channel with your Inflection team. This is how we collaborate with you on support tickets, coordinate meetings, and share release notes.
* [ ] Be ready to work with your Inflection team to find a weekly time to set aside and meet. This will initially be used to work through implementation, and eventually get converted to an ongoing channel for support and partnership.

## Execution & Support Roles

* [ ] Identify who on your team will be responsible for creating emails in Inflection. This person should be able to support your team's unique needs (whether you use the WYSIWYG editor or HTML).
* [ ] Identify who on your team will be responsible for overall governance of Inflection, including compliance and data integrity.
* [ ] Identify who on your team will be responsible for understanding your new Marketing data model; this person will enable your team to understand how to build your audiences and personalize your communications.
* [ ] Identify who on your team will be an Inflection power user. This person will build audiences and journeys frequently. They often become your team's first line of defense for how-to questions and will likely develop your internal best practices and guidance on your specific implementation.