With Marketing Cloud Connect for Marketing Cloud Engagement, multi-org accounts offer flexibility, but upgrading impacts the underlying structure of your Enterprise 2.0 account. Before upgrading, review these considerations for compatibility. The upgrade requires a minimum of 2 hours.
Before you begin, ensure that your account meets these requirements.
- Enterprise 2.0 Engagement account with multi-org is enabled.
- Marketing Cloud Connect managed package version 5.494 or later is installed.
- Your Engagement admin configures your custom profile.
- Multiple Sales or Service Cloud orgs exist.
- Licenses are available for Engagement API users and Salesforce system users.
- Multi-org doesn’t support custom fields in webcollect. If the form contains custom fields, we can’t collect the data supplied by the subscribers.
Important You can’t turn off multi-org after it’s turned on.
- Log a support ticket in Salesforce Help for the upgrade.
- Pause all Engagement email sends through the Sales or Service Cloud until the upgrade completes.
- If you use Synchronized Data Sources, pause data synchronization across clouds
until the upgrade completes. Important When using multi-org with Synchronized Data Sources, ensure that the tracking user is connected to less than five business units.
- To improve performance, after you upgrade to multi-org in an existing account, reconnect previously connected business units.