Account Configuration12% of the exam
Enterprise 2.0 hierarchies, unsubscribe scope and filters
How to match an Enterprise 2.0 business unit hierarchy to who owns creative, branding, content and subscribers, and how subscriber filters, unsubscribe scope settings and re-parenting decide what each business unit can reach.
Given a customer scenario, determine the appropriate account hierarchy.
~8 min read · 7 practice questions ·
What the exam expects
- Match a customer's operating model to one of the three documented Enterprise 2.0 patterns: distributed messaging, multi-branded companies or marketing campaigns.
- Decide which level of the hierarchy owns templates, branding, content, subscriber lists and the send calendar.
- Explain how subscriber filters give child business units access to subscribers who are stored in the parent account.
- Choose the unsubscribe scope setting for a business unit, and sequence a reactivation when an enterprise-wide unsubscribe blocks it.
- Change a business unit's place in the hierarchy without rebuilding it.
- Fit user roles and SFTP accounts to each team's job.
- Key terms: business unit (a unit that controls access to and sharing of information); Enterprise 2.0 (the hierarchical account type that uses business units and roles); subscriber filter (the rule that selects which account subscribers a business unit can access); unsubscribe scope (the business unit property that decides whether a business-level unsubscribe reaches the whole Enterprise).
Key facts
Distributed messaging top level
- Detail
- Owns creative assets, subscribers and the calendar
Multi-branded third level
- Detail
- Adds content and manages subscriber lists
Hybrid campaign structure
- Detail
- Manage subscribers at every level; use suppression lists
Where subscribers are stored
- Detail
- Parent account, whichever unit imports them
Who defines a filter
- Detail
- Parent business unit user with the define subscriber filter permission
Profile attributes
- Detail
- Top-level only, shared Enterprise-wide, unlimited
Unsubscribe scope options
- Detail
- All business units in the Enterprise, or this business unit only
Reactivation under enterprise-wide scope
- Detail
- Enterprise level first, then business unit
Changing a parent
- Detail
- Business Unit Parent section in Setup, Enterprise 1.0 and 2.0
Standard roles per user
- Detail
- One Marketing Cloud Engagement role and one Email Studio role
SFTP user accounts
- Detail
- Up to 10 active per MID; files kept at least 21 days
Login model
- Detail
- Always logged in as self, never as another user
Migration from Enterprise 1.0
- Detail
- Earlier SFTP users are deactivated; surveys unsupported
Sources for this section (12)
- Enterprise 2.0 Overviewhelp.salesforce.com (opens in a new tab)
- Subscriber Filtershelp.salesforce.com (opens in a new tab)
- Define a Subscriber Filterhelp.salesforce.com (opens in a new tab)
- Profile and Preference Attributeshelp.salesforce.com (opens in a new tab)
- Unsubscribe Settingshelp.salesforce.com (opens in a new tab)
- Subscriber Filter Unsubscribe Settingshelp.salesforce.com (opens in a new tab)
- Update Parent Accounthelp.salesforce.com (opens in a new tab)
- Roles and Permissionshelp.salesforce.com (opens in a new tab)
- Create SFTP User Accountshelp.salesforce.com (opens in a new tab)
- SFTP Accountshelp.salesforce.com (opens in a new tab)
- Compare Enterprise Functionalityhelp.salesforce.com (opens in a new tab)
- E2.0 Known Issueshelp.salesforce.com (opens in a new tab)
- Why can't an Enterprise 2.0 admin troubleshoot a child unit by logging in as one of its users?
- When a business unit uses "this business unit only" and an import activates a subscriber in its All Subscribers list, what happens?
- Which data collection method isn't supported in Enterprise 2.0 business units?
- How many profile and preference attributes can an Enterprise 2.0 account create?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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