Salesforce Marketing Cloud Implementation Checklist

:: Learn how to prepare for your new project
with our Salesforce Marketing Cloud Implementation Checklist ::

Innovation’s knocking on everyone’s door!

Creating a truly personalised, real time, engaging customer experience that are innovative and drive ROI requires a platform like Salesforce.

Migrating to a marketing automation platform like Marketing Cloud opens many doors onto sophisticated, data driven, intelligent marketing.

How do you get started with such a project, is Salesforce Marketing Cloud even right for your business, and if so, how to carve that that undertaking in such a way that it will be successful?

Keys to Success

We have been working as Salesforce marketing cloud implementation partners for quite a few years, and are currently offering webinars to help you evaluate your needs and prepare.

“Salesforce Marketing Cloud Implementation Checklist” – Webinar

Sign up for the webinar here:

Webinar participants will receive our complementary downloadable Marketing Cloud Implementation Checklist.

Both the webinar and the eBook addresses 10 key areas you must focus on and plan for to ensure adoption and ROI.

Benefits of our SFMC Implementation Checklist

Our Webinar and eBook are really a success guide, with a checklist included. It will help you in your purchasing, team selection, solution development and implementation phases.

We’ll reframe your thoughts, and help you focus right throughout the process. We encourage you to work through this checklist before you even talk to a sales rep, to save significant time and investment.

This guide will help you no matter which parts of Marketing Cloud you are planning to work with, although we assume that Email Studio and Journey Builder will a key part of your MVP.


CloudAnalysts consultants have 20+ years in digital marketing, 7-12 certs per consultant and a passion to help clients create customer engagement that convert through innovative solutions.


The checklist actually does more than making you organised: It helps your company scale much faster.


If you organise your files using a naming convention, you’ll find that also your reporting on assets improves.

You should be able to easily identify which asset is performing best against similar assets, and then swiftly move on to improve the others.


By addressing all points of the checklist, you’ll bring all the right information to the table, and work through all marketing aspects that are relevant to this sort of undertaking.

When we sit around the table with you, we’ll complement the marketer’s ‘this is our target persona brief’ with a data solution to leverage.


The checklist really is equal parts Sales and Marketing and Technology and Integration. All departments must work together to implement successful innovative marketing.

By understanding the support each needs from colleagues in other departments, all can more clearly work towards common goals.

Get Access to this Planning Tool Now

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Marketing Cloud Implementation Checklist

"While being organised and prepared will reduce implementation cost, having the skill set and clear vision will lead to ROI and successful revenue generation."

- Astrid van Dorst, CEO CloudAnalysts

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