Your Salesforce Marketing Cloud Checklist for 2026 Success | Frontial
In 2026, marketing success is no longer driven by isolated campaigns. It is driven by intelligent automation, clean data, AI-powered decisions, and scalable execution.
At Frontial, we work closely with fast-growing and enterprise teams to help them get real business value from Salesforce Marketing Cloud (SFMC). This checklist helps you evaluate whether your SFMC implementation is future-ready.
Why This Checklist Matters:
Marketing Cloud has evolved into a customer engagement engine connecting data, channels, AI, and journeys. Many organisations still face challenges such as poor data architecture, over-engineered journeys, and underused AI capabilities.
- Architecture and Foundation
– Business Unit strategy aligned with regions or brands
– Consistent Contact Key across data sources
– Clear naming conventions and documentation
- Data Readiness and Governance
– Unified customer profiles
– Regular data hygiene
– Consent and compliance management
- Journey Builder Maturity
– Lifecycle-based journeys
– Event-triggered journeys
– Exit and re-entry logic
- Automation StudioOptimisation
– Optimised SQL queries
– Automation monitoring
– Reusable data extensions
- Personalization at Scale
– Dynamic content
– AMPscript usage
– Regional and behavioural personalization
- AI and Einstein Capabilities
– Engagement Scoring
– Send Time Optimization
– Predictive insights
- Omnichannel Orchestration
– Email, SMS, WhatsApp, push
– Cross-channel journeys
– Frequency control
- Deliverability and Compliance
– SPF, DKIM, DMARC
– Engagement-based suppression
– Inactive user management
- Reporting and ROI
– Journey and lifecycle reporting
– Revenue attribution
– Executive dashboards
- Managed Services and Scalability
– Access to SFMC expertise
– Release and best practice tracking
– Focus on strategy over firefighting
Final Thoughts:
Salesforce Marketing Cloud success in 2026 is about execution maturity, not just features.
Frontial helps brands simplify Marketing Cloud, scale automation responsibly, leverage AI with purpose, and deliver measurable ROI.
