Salesforce Marketing Cloud Checklists
Helping you to launch with confidence
Every marketing team wants to make the most of their Salesforce investment. Great technology only delivers impact when it’s used with clarity, process, and confidence.
Our checklists are designed to help you and your customers move from setup to sustained success. Each one focuses on a different stage of your Salesforce Marketing Cloud journey, from testing and going live to ongoing optimisation and enablement.
They’re short, practical, and built from real project experience. Use them to review, refine, and grow with confidence.
Our current checklists
Journey testing checklist
Before you go live, use this checklist to review your Salesforce Marketing Cloud journeys. It helps you reduce risk, improve performance, and make sure every customer experience runs smoothly.
You’ll check: Data accuracy, audience setup, journey paths, and content testing.
Testing and go live checklist
Turn go live into lasting impact.
Go live isn’t the finish line, it’s the start of real adoption and value. Use this checklist to review performance, enablement, and alignment after launch. It helps you uncover gaps, strengthen adoption, and keep momentum strong.
You’ll check: Adoption and enablement, data and insight, campaign performance, strategic alignment, and measurable impact.
How to use these checklists
Each checklist is designed to save time and reduce risk. They’re practical tools you can use:
- Before go live, to ensure everything’s ready for launch
- After go live, to keep adoption and performance on track
- During optimisation, to identify new opportunities for growth
They’re built for teams who want to make Salesforce work harder, without the guesswork.
Every checklist is designed to help you move from good to great marketing performance.
If you’d like to talk through how to tailor these steps to your environment, or how we can support enablement and optimisation, we’d love to chat.
