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 thefuture?
- Load the CSV files in Einstein Analytics and sync with Marketing Cloud prior to sending marketing communications ;
- Load the CSV files in an external database and sync with Marketing Cloud prior to sending marketing communications.
- Load thecontacts directly to Marketing Cloud and have a reconciliation process to track prospects that are converted to customers.
- Continue to use the existing process to use Lead object to sync with Marketing Cloud and delete Lead records from Sales after thesync is complete.
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