Inherited Instance: Document Your Setup inherited-instance-document-your-setup
Now that you鈥檝e learned the key product areas to audit when inheriting an established instance, the next step is to create/update documentation on your instance configuration and tech stack. Whether creating it via spreadsheet or a project management application, your documentation will be a great resource to track progress and record details, as well as keep your instance structured and sustainable.
Data data
Area
Review Focus
Input
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Which systems feed data into Marketo Engage?
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Are they loading data into programs or the database? If programs, which ones?
