Is your data helping—or holding you back?

A strong data foundation powers effective CRM, marketing, and analytics. Use this checklist to assess the health of your Salesforce data—and determine whether Salesforce Data Cloud can help unify and activate your customer insights.

For each bullet point, choose Yes, No, or Needs Improvement.

1. Core Data Integrity

Key questions:

• Are Accounts, Contacts, and Leads consistently formatted (e.g., names, emails)?
• Are duplicate records a recurring issue?
• Are key fields (industry, revenue, location) often missing or outdated?

How Salesforce Data Cloud helps:
Identity resolution and deduplication features unify records and standardize your CRM data automatically.

2. Data Freshness

• Do you know how recently your customer data was updated?
• Is stale or outdated information affecting marketing or sales outreach?
• Are you able to track key changes in customer behavior or profile in near real-time?

How Salesforce Data Cloud helps:
Real-time data streaming and updates ensure your teams work with the latest insights—without delay.

3. System Integration & Silos

• Is customer data fragmented / siloed across systems (Salesforce, Marketing Cloud, ecommerce, support tools, etc.)?
• Is reporting limited by lack of access to cross-system or historical data?
• Do users need to manually export/import data to get a full picture?

How Salesforce Data Cloud helps:
Ingests data from multiple systems (Salesforce and external) into a single, connected data layer with minimal friction.

4. Segmentation & Personalization

• Can you build accurate, dynamic customer segments for marketing, sales, or service teams?
• Is your segmentation based on real-time behavior or just static fields?
• Do you use AI or calculated metrics to personalize experiences across channels?

Power dynamic audience segmentation and real-time personalization using calculated insights and AI-powered predictions.

5. Analytics & Reporting

• Are your reports dependent on slow, manual data cleanup?
• Do dashboards lack key performance indicators due to missing or bad data?
• Can you analyze data at scale (millions of records) across time periods or channels?

How Salesforce Data Cloud helps:
Built for scalable analytics and integrates seamlessly with Tableau, Snowflake, and CRM Analytics.

6. Governance & Compliance

• Do you have clarity on where sensitive data lives and who can access it?
• Are privacy preferences (opt-outs, consent) consistently captured and respected across systems?
• Is your team confident about compliance with GDPR, CCPA, HIPAA, etc.?

How Salesforce Data Cloud helps:
Enables robust governance, metadata control, consent tracking, and privacy management—critical for GDPR, CCPA, and HIPAA.

Score Your Readiness

Count how many boxes you checked as “No” or “Needs Improvement”:

• 0–2: Your Salesforce data is in great shape! Data Cloud could still enhance real-time capabilities and customer intelligence.
• 3–5: You’ve got a solid base, but integration, enrichment, or real-time updates could take your data to the next level.
• 6+: It may be time for a strategic investment in data modernization. Data Cloud can help you unify, activate, and scale data with confidence.

Let’s Talk

If you’d like to explore how Salesforce Data Cloud could work for your business, we’d be happy to walk you through a tailored use case or proof of concept.