Account Engagement (Pardot) Importing Prospects

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Salesforce professionals, as we navigate through the complex landscape of Salesforce architecture, it’s crucial to pinpoint the areas that truly matter for efficient system design and management. Here’s a breakdown of five key areas to consider:

1. System Landscape
– Determine the current state of the ecosystem by cataloging existing Salesforce orgs.
– Assess integration points to ensure seamless data flow between Salesforce and other systems.
– Identify any org sprawl and consolidate to optimize maintenance and governance.

2. Data Model
– Evaluate the current data schema for scalability and normalization.
– Streamline object relationships to reduce complexity and enhance performance.
– Consider the implications of large data volumes on reporting and user experience.

3. Feature Management
– Track and manage Salesforce updates to leverage new features effectively.
– Establish a clear process for feature evaluation and implementation.
– Align feature deployment with business needs and system capabilities.

4. Customization vs Configuration
– Balance the use of out-of-the-box features with custom development to maintain system agility.
– Adhere to best practices by using declarative tools before resorting to code.
– Continuously review customizations for potential reconfiguration using native Salesforce updates.

5. Governance and Best Practices
– Implement a robust governance framework to oversee changes and system evolution.
– Encourage adherence to Salesforce best practices for development, security, and data management.
– Cultivate a culture of continuous learning to stay abreast of Salesforce advancements and industry standards.

By focusing on these areas, Salesforce professionals can ensure their architecture is not only robust but also poised for future growth and innovation.

You can read it here: https://go.alexandreruiz.com/pardotcontent/account-engagement-pardot-importing-prospects

Source from greenkeydigital(dot)com

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