Salesforce Data Structure Analysis

As part of our ongoing work to steward our mission with care and integrity, the Center for Action and Contemplation (CAC) is looking for a collaborative partner to support the next phase of our data and infrastructure work. More specifically, we are looking for a consulting firm that will perform a Salesforce data and data structure audit. We are in the process of implementing Data Cloud, with a following focus of ensuring we have a Marketing Tech Suite that will help our organization segment our constituents better.

Scope of Work

The selected consultant will be responsible for providing a data preparedness report for Data Cloud and a new marketing tech suite, including but not limited to:

• Data and data structure analysis
• Over 400k active contacts
• Multiple Integrations that create the majority of new data (Shopify, Funraise, Campaign Monitor, Zapier for other platforms). We don’t have a lot of Salesforce User created data. Our Constituents enter their data which then integrates into Salesforce the majority of the time
• Data structure gap analysis
• Data Cloud Readiness Recommendations/Check

Objectives

 Our objectives for this project include:

Understanding of how our system is or isn’t ready for a full Data Cloud implementation

Understanding of what might be in the way of our Marketing Tech Suite Project moving forward

Project Timeline

We hope to choose our partner by mid-March 2026, and they can start as soon as they are available. However, we need the findings delivered no later than the end of June 2026.

To review the RFP in full, including anticipated proposal requirements and evaluation criteria, please visit the full request on our website or download from the listing.