Salesforce Data Cloud is a customer data platform (CDP) that integrates with Sales Cloud and Marketing Cloud out-of-the-box, which means it’s much easier to implement than other CDPs. Don’t mistake this to mean you can jump in and get setup right away though.
2 mins
For new accounts, there is still a lot of groundwork to be done before you go connecting your platforms, whether they’re Salesforce or third-party. Rush into it and like any new software implementation, you can end up with problems caused by inaccurate data, unreliable analytics, and other issues with your existing platforms that corrupt your shiny, new tool.
On the positive side, if you’ve been following best practices in terms of:
Platform integration and syncing
Data collection
Database hygiene
Lead management
Campaign tracking and reporting
Marketing automation and customer journeys
Business Unit configuration (if relevant)
You should be set.
If you’re unsure whether this is the case in your business…
Take the ‘Are You Ready for Salesforce Data Cloud?’ quiz online now.
It covers the crucial considerations for Sales Cloud, Account Engagement and Marketing Cloud that you should double-check before leaping into Data Cloud implementation. Simply select the platforms you’re currently using and answer the questions for those specific accounts.
At the end of the quiz, you’ll get a clear answer. Either:
Yes, you’re prepared, go forth and tap into the many features of Data Cloud.
No, you’re not quite ready yet, do some prep work before you implement.
It only takes five minutes, why not give it a go now?
Founder & CEO of MarCloud, Tom has been on both sides of the fence, client-side and agency, working with Salesforce platforms for the best part of a decade. He's a Salesforce Marketing Champion and certified consultant who loves to co-host webinars and pen original guides and articles. A regular contributor to online business and marketing publications, he's passionate about marketing automation and, along with the team, is rapidly making MarCloud the go-to place for Marketing Cloud and Salesforce expertise. He unapologetically uses the terms Pardot, Account Engagement and MCAE interchangeably.
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Sign up to the newsletterTake our free online quiz to find out whether your accounts are set up for success with Data Cloud.
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