Marketing Cloud Intelligence · Migration Service

MCI to SF Marketing Intelligence Migration

Move from a standalone reporting tool to the heart of the Salesforce ecosystem.

Salesforce is moving all MCI customers to Marketing Intelligence (MI) — and for enterprise organisations, the case is clear. MI lives natively within Salesforce Lightning alongside Data Cloud, Agentforce, and Salesforce core. MCI doesn't. Decision Foundry audits what you have, maps what can move, and migrates you to MI in a way that's structured and risk-managed.

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Or reach us directly at: sales@decisionfoundry.com

The Comparison

MCI vs MI — understanding the difference

MCI

MCI is a standalone platform — powerful and customisable, but outside the Salesforce ecosystem. Built for agencies with complex multi-client, multi-currency reporting needs.

MI

MI is built natively within Salesforce Lightning — connected to Data Cloud, Agentforce, and Salesforce core. Designed for enterprise organisations that want intelligence embedded in their CRM, data layer, and AI workflows.

This migration is right for enterprise MCI customers. If you're an agency with complex customisation needs, MI may not be the right destination — and we'll tell you that upfront.

The Reality

Is this familiar?

You're on MCI and Salesforce has approached you about the convergence path to MI

You've acquired MI licenses but don't know what to migrate and what to leave in MCI

You want Agentforce and Data Cloud but can't access them from MCI

You need intelligence embedded in Salesforce workflows — not sitting separately

What We Offer

End-to-end MCI to MI migration

MCI Audit & Assessment

We audit your full MCI setup — data streams, workspaces, dashboards, and calculations — and identify what migrates, what needs rebuilding, and what should stay in MCI.

Migration Strategy & KPI Framework

We map how each element translates into MI — calculations, goals, KPIs, dimensions, and metrics documented in a framework so the new setup is better governed than the one you're leaving.

System Configuration & Setup

We configure MI to mirror your operational structure — accounts, data spaces, and hierarchy — including Data 360 setup as the data layer for all streams and calculations.

Data Migration & Implementation

The core migration — data streams, calculations, goals, and all components built and validated in MI, phase by phase with sign-off at each stage.

Agentforce Integration

We configure the intelligence layer — thresholds, goals, benchmarking, and automated workflows — taking MI beyond reporting into agent-driven marketing operations.

Testing, Documentation & Handoff

Post-migration system testing, UAT, full documentation, and knowledge transfer to your team.

Not sure if MI is the right destination for your MCI setup? We'll assess your current environment and give you a straight answer before you commit.

Book a Free MCI Audit

The Process

How we deliver it

Seven phases from audit to handoff — every phase validated before the next begins.

STEP 01

Discovery & Audit

Full review of your MCI environment. We identify what migrates, what needs rebuilding, and where the feature gaps are.

STEP 02

Migration Strategy & KPI Framework

We document how metrics, calculations, goals, and dimensions map across — so the new setup is structured from day one.

STEP 03

System Configuration

MI environment configured to your operational structure. Data 360 set up as the data layer.

STEP 04

Migration

Data streams, calculations, goals, and components built in MI, phase by phase with sign-off at each stage.

STEP 05

Agentforce Setup

Intelligence layer configured — thresholds, goals, and benchmarking enabling automated agentic workflows.

STEP 06

Testing & UAT

System testing and user acceptance testing. We don't hand over until everything is validated.

STEP 07

Documentation & Handoff

Full documentation and knowledge transfer so your team can manage the platform independently.

The Case for MI

Why the move to MI matters

Inside the ecosystem

MI lives within Lightning alongside Data Cloud, Agentforce, and Salesforce core.

AI becomes operational

Agentforce pauses underperforming ads, reallocates budgets, and triggers workflows automatically.

Intelligence connects to revenue

Data Cloud foundation aligns marketing intelligence directly with CRM and revenue systems.

Less integration debt

No parallel governance models or custom ETL required.

Worth knowing

What stays in MCI

MI is not a one-to-one replacement. Deep customisation and complex multi-client agency setups are not available in MI. Salesforce's MCI Plus package lets you retain legacy MCI data and dashboards while adding MI, Data Cloud, and Agentforce on top — we assess exactly what moves and what stays during the audit.

Why Us

Why Decision Foundry

Expertise across both platforms

We know MCI's architecture and MI's current limitations. That combination makes migrations accurate and risk-managed.

We optimise as we migrate

We don't just port what you had. We rebuild integrations better so the new setup outperforms the old one.

Certified across the stack

Salesforce, AWS, Google partnerships and BI certifications across the full ecosystem MI operates within.

20+ years in BI and marketing analytics

We understand the marketing ecosystem, your data sources, and what performance KPIs actually mean in practice.

Honest fit assessment

If MI isn't right for your setup, we'll tell you before you spend money on the wrong migration.

Who Benefits

Who an MCI to MI migration is for

Buyers

  • CMO
  • Managing Director
  • VP of Marketing
  • Technical Head

Users

  • Marketing Operations Manager
  • Performance Marketing Analyst
  • BI Lead

Influencers

  • Marketing Supervisors
  • Campaign Managers
  • Data Analysts

Industries

Built for enterprise marketing teams

Primary

Media & Advertising

FinTech & Banking

Healthcare

Creative Agencies

Enterprise setups only

Next Step

Ready to explore your migration path?

A clear audit of your MCI setup is the right starting point before any migration decisions are made.

Book a Free MCI Audit

Common Questions

MCI to MI Migration FAQs

What is the difference between MCI and MI?

MCI is standalone and sits outside the Salesforce ecosystem. MI is native to Lightning — connected to Data Cloud, Agentforce, and Salesforce core. MCI suits agencies. MI is designed for enterprise.

What is MCI Plus?

Salesforce's convergence path — retain your legacy MCI data and licences while adding MI, Data Cloud, and Agentforce on top. Designed to ease the transition rather than force an immediate cutover.

Is MI a direct replacement for MCI?

No. MI has feature gaps — particularly around deep customisation and multi-client setups. Our audit identifies exactly what can migrate and what needs to stay in MCI.

Should agencies migrate to MI?

Generally no. MCI's deep customisation suits agencies better. MI is designed for enterprise. We assess this honestly before recommending migration.

What is Data 360?

Formerly Data Cloud — the data layer that powers MI. It houses all data streams, calculations, and dimensions. A properly configured Data 360 layer is essential for MI to function correctly.

What does Agentforce add?

The agentic intelligence layer — pausing ads, reallocating budgets, triggering workflows automatically based on thresholds. Not available in MCI. One of the strongest reasons to migrate for enterprise clients.

How long does the migration take?

Depends on the complexity of your MCI setup. We scope this accurately during the audit and assessment phase.