Assign a Marketing App Extension to a Business Unit

To flow data through a marketing app extension, associate it with a business unit and at least one activity or action type. Create an assignment for each business unit that you want to have access to the external activity data.

Required Editions

Available in: Account Engagement Plus, Advanced, and Premium Editions
User Permissions Needed
To access Marketing Setup in Salesforce: Customize Application
  1. Open a marketing app extension record, and click Related.
  2. Next to Business Unit Assignments, click New.
  3. Start typing the name of the business unit that you want to work with, and then select it in the dropdown menu.
  4. Save your work.

Add at least one activity or action type to your marketing app extension.