Your Answers to Questions
Are you ready to take your business to the next level? Then, data management is the right aspect for you. Data management can be done with the help of Salesforce Data Cloud. The data cloud allows you to uniform the bulk customer information at one place and batch them according to their requirement. It will help you to send them personalized messages, check their queries and perform email marketing accordingly.
So, if you have not migrated your business to the Salesforce Data Cloud, you can do it now with the help of Value hub IT. The professionals enable you to transcript your data to the cloud so that you can have the best experience. You can check out the prices in our earlier blog “Salesforce Data Cloud Pricing” and its real-world application on “Salesforce Data Cloud Used Cases”. But before moving ahead with your decision, you need to first create and prepare a checklist that states why you need to move on to Salesforce Data Cloud.
So, let’s start with it.
Why is salesforce data cloud discovery important?
Salesforce Data Cloud Discovery is important because it helps you to understand your organization’s Salesforce data landscape and the opportunities for cloud migration. This information can then be used to develop a successful plan to migrate your Salesforce data to the cloud in a way that meets your organization’s needs and requirements.
Now, let’s have a clear discovery checklist for you so that you can have a clear plan to meet your needs and requirements.
Salesforce Data Cloud Discovery Checklist
Salesforce Data Cloud Discovery is the process of identifying and assessing your organization’s Salesforce data assets, usage, requirements, and cloud readiness. This process is essential for developing a successful plan to migrate your Salesforce data to the cloud.
Data assets
The first step in the Salesforce Data Cloud Discovery process is to identify and assess your organization’s Salesforce data assets. This includes identifying the types of data you have in Salesforce, the Salesforce objects you use to store your data, any custom fields and objects you have, and any Salesforce integrations you have. You should also identify any external data sources you connect to Salesforce.
- What types of data do you have in Salesforce?
- What Salesforce objects do you use to store your data?
- What custom fields and objects do you have?
- What Salesforce integrations do you have?
- What external data sources do you connect to Salesforce?
Data usage
Once you have identified your Salesforce data assets, you need to assess how your organization uses that data. This includes identifying the different business processes that rely on Salesforce data, as well as the different stakeholders who use Salesforce data. You should also assess how frequently Salesforce data is used and for what purposes.
- How is your Salesforce data used today?
- Who uses Salesforce data?
- What are the different business processes that rely on Salesforce data?
Data requirements
Once you have assessed how your organization uses Salesforce data, you need to define your organization’s requirements for Salesforce data availability, performance, security, and compliance. This will help you to identify the cloud computing platform and services that are best suited to your organization’s needs.
- What are your organization’s requirements for Salesforce data availability?
- What are your organization’s requirements for Salesforce data performance?
- What are your organization’s requirements for Salesforce data security?
- What are your organization’s requirements for Salesforce data compliance?
