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Impact/Likelihood	High	Medium	Low

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Marketing Cloud Segmentation Tools	Pros	Cons	Publish to Data Extensions	Publish to AWS S3

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Segmentation Criteria	Description	B2C Attributes	B2B Attributes
Demographics

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Solution Option	Data Replication Automation	Out-of-the-box UI Capabilities	Benefits	Key Considerations
Manual spreadsheets	No	Low	Low-tech way to capture data changes during system unavailability At a minimum, this can (and should) be used as a last contingency for worst-case scenarios in which the primary Salesforce instance and other BCP solutions are unavailable at the same time.	Need to sync data back to production Need to determine high value data
Salesforce Full Sandbox	Automated	Same Salesforce UI	Production-like system	Refresh limit only once every 29 days May take long time to refresh Many potential gotchas to consider (for example, outbound email limitations)
Secondary Production Instance	Custom	Same Salesforce UI	Full production system	Licensing cost Control of data center location
Heroku Connect or AppExchange solutions	Custom	Custom UI Ne

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Heroku Connect

No-Code and Low-Code Native Tools	Developer Native Salesforce Tools	AppExchange Partners	Platform-Unaware Tools
Data Export Services

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What to Measure	How to measure	Baseline	Iteration 1	Iteration 2	Iteration 3	After Change Iteration 1	After Change Iteration 2	After Change Iteration 3
EPT	Eagle Eyes/Event Monitoring
Number of XHRs	Eagle Eyes/Event Monitoring
Run time	Eagle Eyes/Event Monitoring
Number of actions	Eagle Eyes/Event Monitoring
Number of triggers	Eagle Eyes/Event Monitoring
DB total time	Eagle Eyes/Event Monitoring
CPU time	Eagle Eyes/Event Monitoring
Apex limit errors	Eagle Eyes/Event Monitoring

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Metrics	Value from production peak hour	Value from the test	Difference/Deviation
Normalized DMLs /execution
Normalized XHR requests/execution
Normalized API calls/execution
Normalized SOQL/execution
Normalized Trigger/execution

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Test Stage	Target Throughput	Transactions greater than SLA	Number of Failed Transactions	Number of Concurrent Errors	Number of Rowlock Errors	Remarks
1	Baseline(X)	0	~0	~0	~0
2	2X	0	~0	~0	~0
3	3X	0	~0	~0	~0
4	Maximum Throughput	0	~0	~0	~0

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Tool/Service	Identifies	Salesforce Offering	Cost	Description
Static Code Analyzer	Code Quality	No	PMD is free; others involve cost	Static Code Analyzers help identify code quality and security. Different tools are required for analyzing Apex and LWC (JavaScript).
Security Scanner	Security	Yes	Free	This tool is used to perform a static analysis scan of all unpackaged code in your organization.
Salesforce Optimizer	Holistic High Level Org Assessment	Yes	Free	The Salesforce Optimizer app analyzes more features than the existing PDF report and in a more interactive and actionable format.
FieldTrip	Field Usage	No	Free	FieldTrip is a common AppExchange t

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