Plan Your Media Cloud Implementation

New to Salesforce?

If your company is new to Salesforce, start by developing the fundamental skills necessary to administer Salesforce products like Media Cloud. To begin, read this great post from the Salesforce 360 Blog: Six Questions To Accelerate Your Path Towards Getting Salesforce Admin Certified.

Using the learning resources available on Trailhead, we recommend that at least one staff member achieves the Salesforce Certified Administrator certification. A great place to start is the Salesforce Admin Beginner trail.

Learn About Media Cloud and Salesforce Platform Features

As your company invests in building in-house expertise on the Salesforce Platform, you can also explore the features and Salesforce products that make up Media Cloud.

Media Cloud is built with the features and functionality found in Salesforce Platform, Sales Cloud, Service Cloud, Experience Cloud, Omnistudio, and features shared across Industries products.

It's important to know what Salesforce features and products are part of Media Cloud so that you can plan to build internal knowledge or plan to hire a consultant for help. Discover more about these features in Learn About Media Cloud.

Build Your Team

Success means having the right people at the table when you prepare, plan, and implement Salesforce for your organization. Growing talent within your company is critical to success with Salesforce.

However, many Salesforce products require a wide range of skills to master. So, if you're missing some Salesforce expertise within your company, we highly recommend working with a certified Salesforce implementation partner. To learn more, visit Find Your Salesforce Partner.

For Media Cloud, an ideal implementation team consists of staff or consultants who have experience with:

• Salesforce Administration

• Industries CPQ and EPC administration

• Experience Cloud

• Omnistudio

• IDX Workbench

• Mulesoft

• Apex

• JSON

Plan Your Implementation Timeline

After you have your implementation team assembled and have developed some in-house Salesforce expertise, you're ready to plan your Media Cloud implementation timeline.

We recommend approaching implementation in phases. That way the implementation tasks can be broken down into small stages instead of taking on everything at once. These phases can overlap to a certain extent, but in general the major milestones are achieved in this order:

• Install and configure the CME managed package

• Create your product catalog and pricing model using Industries CPQ and EPC

• Configure Media Cloud features including:

  • Advertising Sales Management

  • Ad server integration

  • Document generation

  • Contract lifecycle management

  • A customer self-service portal, built using Experience Cloud

  • The customer journey features in Subscriber Lifecycle Management

Along with these stages, many companies also include data migration from legacy systems, custom development work, staff training, and ongoing data quality management.

For additional help throughout your Media Cloud implementation and beyond, explore the options for a Salesforce Success Plan.