RUNBOOK // sfmcPRODUCTION

SFMC Migration Discovery

Minimum discovery path before moving an active SFMC business unit.

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.

01

Inventory objects

Data Extensions/fields/folders, automations, SQL, imports/exports, CloudPages, Content Builder, journeys and messaging assets.

02

Capture relationships

Map send/test relationships, automation steps, source/target DEs, external files/APIs and business rules.

03

Classify criticality

Separate active production paths from historical, orphaned, duplicated and unknown assets.

04

Identify identity model

Document SubscriberKey/contact-key rules, opt-in, suppression, publication lists and cross-brand overlap.

05

Map external dependencies

SFTP, APIs, CRM/connector, domains, sender authentication, IPs, packages and credentials.

06

Validate with humans

Automated inventory handles the heavy lift; domain owners confirm real business importance and undocumented exceptions.

07

Define migration waves

Group dependencies together and specify pre/post validation for each wave.

08

Build evidence

Keep exportable inventory, decisions, risks and validation results as migration artifacts.