-
What is Business Unit Management in Salesforce marketing cloud?
What is Business Unit Management in Salesforce marketing cloud? How to enable business units?
-
2 Replies
-
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.
-
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.
Log In to reply.
Popular Salesforce Blogs
What are the Basics of Async Apex Methods in 2024?
Hello Ninjas, Let's talk about Async Apex Method. Before that let's see some basics of async process. Many of the time while coding we want…
Salesforce: A Brief History And What The Future Holds
If you have even a passing interest in Salesforce and use SFDC tools at work, some knowledge of how the Salesforce platforms came to be…
Learn About Salesforce Einstein Prediction Builder
The Einstein Prediction Builder can help you predict which opportunities will close and which goods prospects will buy. Predictions may be created based on the…
Popular Salesforce Videos
Salesforce Apex Rest API Integration
As you know salesforce is an online cloud solution, we might be required to integrate Salesforce with some other third party tool. We have released…
Salesforce For Non Programmers | Salesforce For Non Technicals
You can learn Salesforce without any programming language. You can plan Salesforce Administrator Certification which requires no coding skills. Watch this video to learn how.
How Cyntexa Helped Diet Meal And Food Ordering Service Providers Offer Their Users The Ability To Order Online | Salesforce Commerce Cloud
It is important to keep your business at the top with the latest technical advancements. Presenting you a case study showcasing how Cyntexa Helped Diet…
