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Question 44/77
Universal Containers (UC) uses the following Salesforce products:
Sales Cloud for customer management.
Marketing Cloud for marketing.
Einstein Analytics for business reporting.
UC occasionally gets a list of prospects from third-party source as comma-separated values (CSV) files for marketing purposes. Historically, UC would load contact Lead object in Salesforce and sync to Marketing Cloud to send marketing communications. The number of records in the Lead object has grown over time and has been consuming large amounts of storage in Sales Cloud, UC is looking for recommendations to reduce the storage and advice on how to optimize the marketing Cloud to send marketing communications. The number of records in the Lead object has grown over time and has been consuming large amounts of storage in Sales Cloud, UC is looking for recommendations to reduce the storage and advice on how to optimize the marketing process.
What should a data architect recommend to UC in order to immediately avoid storage issues in the future?
Sales Cloud for customer management.
Marketing Cloud for marketing.
Einstein Analytics for business reporting.
UC occasionally gets a list of prospects from third-party source as comma-separated values (CSV) files for marketing purposes. Historically, UC would load contact Lead object in Salesforce and sync to Marketing Cloud to send marketing communications. The number of records in the Lead object has grown over time and has been consuming large amounts of storage in Sales Cloud, UC is looking for recommendations to reduce the storage and advice on how to optimize the marketing Cloud to send marketing communications. The number of records in the Lead object has grown over time and has been consuming large amounts of storage in Sales Cloud, UC is looking for recommendations to reduce the storage and advice on how to optimize the marketing process.
What should a data architect recommend to UC in order to immediately avoid storage issues in the future?
Recent Comments (The most recent comments are at the top.)
A. Load the contacts directly to Marketing Cloud and have a reconciliation process to track prospects that are converted to customers.
This recommendation is based on the following considerations:
By loading prospects directly into Marketing Cloud, UC can bypass the storage-intensive process of keeping all prospect data in the Sales Cloud. Marketing Cloud is designed to handle large volumes of marketing contacts and can manage these records efficiently for marketing campaigns.
Implementing a reconciliation process allows UC to identify which prospects have engaged or converted into customers. These records can then be selectively synced or created as Leads or Contacts in Sales Cloud, significantly reducing the volume of records that need to be stored in Sales Cloud.
This approach streamlines the marketing process, focusing storage and data management efforts in Sales Cloud on qualified leads and customers, thus optimizing storage usage and costs.