Resources
Checklists, templates, planners and FAQs for Salesforce programmes.
Resources list
Salesforce Implementation Checklist
Goals, data, security, integrations, testing, training, launch and post-launch — the questions to answer first.
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Marketing Cloud Deliverability Checklist
Work through authentication, sending reputation, list hygiene, content and monitoring checks before your inbox placement becomes a problem rather than after.
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Data Cloud Readiness Checklist
Seven areas to check before you configure your first data stream, so your Data Cloud project starts with clear use cases, known identifiers and owned data.
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Journey QA Checklist
A reusable QA checklist for Journey Builder: what to test before activation, how to build a test case matrix, and what to watch in the first days live.
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AMPscript Cheat Sheet
Short, correct AMPscript snippets for the things you write every week: variables, fallbacks, lookups, loops over rows, dates, strings and tracked links.
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Marketing Cloud SQL Cheat Sheet
The rules, patterns and data view joins you need for Marketing Cloud Query Activities, with short sample queries you can adapt and test in your own account.
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Salesforce RFP Template
Structure a Salesforce request for proposal that partners can answer properly: what to include in each section, example rows, and how to compare responses fair…
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Data Dictionary Template
A practical data dictionary layout for CRM objects, data extensions and Data Cloud mappings, with example rows and a simple process for keeping it accurate.
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Consent Requirements Worksheet
Capture what consent you need, where it is collected, how it is evidenced and which system owns it, before you design consent in Salesforce and Marketing Cloud.
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Migration Runbook Template
A section-by-section runbook for data and platform migrations, with an example cutover timeline, load order, validation checks and clear rollback criteria.
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UAT Test Plan Template
Plan user acceptance testing that business users can actually run: what to put in each section, a test case format with example rows, and clear sign-off rules.
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Release Readiness Checklist
Use this checklist in the days before a Salesforce release to confirm that scope, testing, deployment, rollback and support are genuinely ready, not just sched…
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