What are Pardot Business Units?
Posted: Sun Dec 22, 2024 8:50 am
Pardot Business Units are separate databases within a single instance of Pardot Account Engagement that allow you to split up leads, campaigns, and assets . Examples of companies that use them include organizations that serve different geographic locations.
Typically, each geographic region has its own assets, its own subscribers, and its own way of working, so it makes sense to keep them separate from what belongs to other regions within the group.
Other examples of Business Units may be division by product line or by brands of your group.
Things to consider when setting up business units
It is important to note that to have this taiwan cell phone number functionality you must have the Advanced or Premium license.
Once a business unit is set up, you cannot delete it.
Changing the name of the business unit is not allowed once it has been set up.
Changing the Salesforce organization used after installing the connector is not supported .
Steps to Set Up Business Units in Pardot Account Engagement
Step 1: Log in to your Pardot Account
Log in to your Pardot Account Engagement account with the appropriate credentials.
Step 2: Navigate to Business Units Settings
Click on “Settings” at the top right.
From the drop-down menu, select “Business Unit Management.”
Step 3: Create a New Business Unit
Click on “Create Business Unit”.
Fill out the required information, such as unit name and description.
Configure additional settings based on the needs of your unit, such as users and permissions.
Step 4: Configure Users and Permissions
Within each Business Unit, you can define specific roles and permissions for users.
Benefits of Business Units
Control and Privacy: Each Business Unit can have its own set of custom users and permissions, ensuring complete control over who accesses and manages data and campaigns.
User and Permission Control: Having the ability to grant specific permissions to users in each Business allows sales and marketing teams to access only the information and functions necessary for their work, reducing the risk of errors and security breaches.
Typically, each geographic region has its own assets, its own subscribers, and its own way of working, so it makes sense to keep them separate from what belongs to other regions within the group.
Other examples of Business Units may be division by product line or by brands of your group.
Things to consider when setting up business units
It is important to note that to have this taiwan cell phone number functionality you must have the Advanced or Premium license.
Once a business unit is set up, you cannot delete it.
Changing the name of the business unit is not allowed once it has been set up.
Changing the Salesforce organization used after installing the connector is not supported .
Steps to Set Up Business Units in Pardot Account Engagement
Step 1: Log in to your Pardot Account
Log in to your Pardot Account Engagement account with the appropriate credentials.
Step 2: Navigate to Business Units Settings
Click on “Settings” at the top right.
From the drop-down menu, select “Business Unit Management.”
Step 3: Create a New Business Unit
Click on “Create Business Unit”.
Fill out the required information, such as unit name and description.
Configure additional settings based on the needs of your unit, such as users and permissions.
Step 4: Configure Users and Permissions
Within each Business Unit, you can define specific roles and permissions for users.
Benefits of Business Units
Control and Privacy: Each Business Unit can have its own set of custom users and permissions, ensuring complete control over who accesses and manages data and campaigns.
User and Permission Control: Having the ability to grant specific permissions to users in each Business allows sales and marketing teams to access only the information and functions necessary for their work, reducing the risk of errors and security breaches.