Marketing Cloud Next (also known as Agentforce Marketing) now supports business units so that you can align your marketing operations with your organizational structure. To partition and secure data and content, match each business unit to a division, brand, or region. Teams can stay focused on their goals, while leadership enjoys enterprise-wide visibility. To ensure data separation, map each business unit to a unique data space.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Advanced edition.
Why: Business units allow you to maintain compliance, align messaging with audiences, and measure your marketing performance. Business units support these capabilities.
- Create up to 50 business units per org.
- Assign users to one or more business units.
- Align a business unit’s data with its respective data space by adding filters on marketing DLOs automatically.
- Assign campaigns and marketing workspaces to a business unit.
- Assign channels (Email, SMS, WhatsApp, and Mobile App Messaging) and subscriptions to a single or all business units.
- View marketing performance for a business unit or create a business unit to capture performance at the enterprise level.
- Track visitor activities for your campaign on external web pages at a business-unit level.
- Use business unit-scoped Einstein features, including Send Time Optimization, Engagement Frequency, and Engagement Scoring and tell Agentforce which business unit to operate for the Campaign Creation Agent.
- To set the scope for subsequent actions when creating campaigns in the current Agentforce session, use the new Identify Business Unit agent action to determine user access to a business unit. To get the latest updates for business unit support, redeploy your campaign creation agent, topics, or actions.
- Monitor setup progress for all of your business units on the Assistant Home in Setup. A progress summary highlights required tasks for each business unit, and a graphic shows a status overview of all business units.
How: After you enable business units in Setup, complete the steps to create your first two business units. Any existing marketing configuration, including data space and default content workspace, are used to create the first business unit.
SEE ALSO | Salesforce Help: Get Started With Business Units