Pardot Business Units: Everything you need to know
Salesforce are due to release, undeniably, their biggest update to the Pardot platform to date; Pardot Business Units.
What are Pardot Business Units?
The introduction of Business Units will allow Pardot customers to separate or partition their data. Admins will be able to create Business Units from the Lightning App in Salesforce and assign users to them. Only users assigned to the individual business unit will be able to see and edit its data.
Can I use Pardot Business Units?
Business Units will only be available to Pardot customers who purchased the platform on or after 11 February 2019, or to those customers who have (or upgrade to) Advanced on or after 11 February 2019.
Business units will only be accessible in the Pardot Lightning App in Salesforce Lightning.
How would I use Pardot Business Units?
Before the introduction of business units, users had to purchase multiple instances of Pardot and sync them all to a single Salesforce instance.
If you decided to keep all your data in a single Pardot instance, you would have been faced with another challenge – only having one primary CNAME available at a time.
So, you most likely didn’t use a CNAME or had a generic CNAME to keep each of your business areas happy.
For each of your business areas you can now set up separate Business Units for each area. You can then assign users to the Business Unit specific to their role. Only the assigned users will have access to that unit’s related data.
Your marketing assets can also be separated by Business Units with the ability to share your templates across multiple instances.
Each Business Unit created will have its own verified primary CNAME, keeping your marketing asset links and pages relevant to that unit.
Things to think about before you start using Business Units
When you create a Business Unit, the Salesforce Connector is created in a paused state. This is to ensure the data you want to go into your specific Business Unit is configured correctly in Salesforce.
This could mean a big change to your Salesforce usage as you may need to set you organisation-wide default setting on Leads and Contacts to ‘Private’ meaning only the owner of the records can see the record. Sharing rules can then be created to share information with the relevant users for each unit.
If you currently use multiple Pardot instances and have the organisation-wide default on Lead and Contacts set to ‘Private’, you will need to create Business Units with the same Pardot Connector users to ensure each instance is mirrored correctly.
Exciting times ahead for Salesforce and Pardot customers!
For more information on Pardot Business Units, or to start your migration, please get in touch.