RECIPE // sfmcPRODUCTION

SFMC Migration Discovery Pass

Run discovery in a sequence that captures inventory first, dependencies second and business importance third.

Context Pack →Open Workspace →
Trust & provenancePRODUCTION
Evidence tierPRODUCTIONOfficial sources0Other sources0Last verifiedNot recorded

Evidence tier describes my hands-on relationship with the content. Official sources describe platform contracts/documentation. Production observations should not automatically be treated as official limits.

Outcome

A migration-ready inventory that separates what exists, what depends on what and what actually matters.

Prerequisites

Use a stable object inventory/export.

Keep client metadata private.

Agree on the migration scope and cutover boundary.

Execution path
01

Inventory before redesign

Capture the actual environment before proposing a cleaner future state.

02

Normalize metadata

Transform inconsistent exports into stable records while retaining raw payloads for traceability.

03

Map execution dependencies

Connect automations, queries, targets, sends, Journey entry sources and CloudPages.

04

Classify business relevance

Automation can inventory objects; people still decide what is business-critical.

05

Validate migration objects with a checklist

Turn inventory findings into repeatable migration validation.

LOCAL EXECUTION

Turn the Recipe into checkable work.

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