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What is Business Unit Management in Salesforce marketing cloud?
What is Business Unit Management in Salesforce marketing cloud? How to enable business units?
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2 Replies
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hi shradha,
the business unit (BU) primarily serves as a container or construct that can be used to separate or share setup and reference data. A business unit typically performs one or many business functions and has a specific place in the organization hierarchy. Usually, each business unit has a manager, strategic objectives, a level of autonomy, and responsibility for its profit and loss.
Use the following procedure to set the profile options.
- Sign in as a setup user and navigate to the Sales implementation project in the Setup and Maintenance work area.
Within the implementation project, click the Setup button. - Search for and select the task, Manage Common CRM Business Unit Profile Options.
- The Manage Common CRM Business Unit Profile Options page shows the two profile options.
- Select the HZ_ENABLE_MULTIPLE_BU_CRM profile option and set it to Yes.
- Click Save and Close.
- Select the HZ_DEFAULT_BU_CRM profile option and set it to the default Sales Cloud business unit.
- Click Save and Close.
- Sign in as a setup user and navigate to the Sales implementation project in the Setup and Maintenance work area.
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Hi,
Adding More -
Business can are particularly useful seperating your SFMC org either by Geography or Business Lines. In addition , marketing cloud does not come with a test environment and to "kind of " recreate this, you need an extra business unit.
Pros:
You can determine which business units each your users have permission to seperate business units in the "Admin" section, which work well for your use case.
You can seperate customer data between different business units, which sometimes is a regulatory requirement.
You can control user accessCons
With the exception of shared contents and data extensions, manually copying shared process between business units is not an easier task. You would have to either do this manually (which can be tedious) or via the API (not beginner level stuff - great people have failed)
When you have to work with Salesforce.com, you would have to enable Multi-org within your instance, which breaks profile personalization. Then you are at the mercy of the 15 mins polling time.Hope this helps.
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