Marketing Cloud Engagement Basics22% of the exam
Tenants, business units, roles and user access
How Marketing Cloud Engagement tenants, MIDs and business units divide an account by region, brand or team, and how roles, user licences and user security practices control who can do what inside each unit.
Identify solutions for regional or business related account structures as they relate to business units and corresponding permissions in Marketing Cloud Engagement.
~5 min read · 7 practice questions ·
What the exam expects
- Identify the tenant type (Enterprise 2.0, Enterprise, Core, Agency) from a description of an account and say how many MIDs it holds.
- Recognise when a regional or brand split needs business units, which account types offer them and what a structure can mirror.
- Plan role assignment for a team: a role for the whole business unit, extra roles on one user, least privilege.
- Apply the user security and licence rules: one user per person or process, and which users count against the contract.
- Key terms: tenant (the top-level account plus whatever counts with it for that account type); MID (Member Identification Code, the ID of one account or business unit); business unit (a child account that controls access to and sharing of information); role (a set of permissions); API user (a user configured for an integration rather than a person).
Key facts
Core tenant
- Detail
- A single account with one MID
Agency tenant
- Detail
- Every top-level and client account is its own tenant
Where to read a MID
- Detail
- Hover the account name, or Setup > Account Settings (Account ID)
Business unit availability
- Detail
- Enterprise and Enterprise 2.0 accounts
Cross-unit sharing
- Detail
- Shared items folder in Content and Subscribers
Standard roles per user
- Detail
- One Engagement role and one Email Studio role
Role conflict
- Detail
- Deny overrides allow
Licence count
- Detail
- API users count; disabled and AppExchange users don't
Removing a user
- Detail
- Disable only; users can't be deleted
Sources for this section (6)
- Tenant Typeshelp.salesforce.com (opens in a new tab)
- Learn Admin Basicstrailhead.salesforce.com (opens in a new tab)
- Business Unitshelp.salesforce.com (opens in a new tab)
- Roles and Permissionshelp.salesforce.com (opens in a new tab)
- Assign a Role to All Business Unit Usershelp.salesforce.com (opens in a new tab)
- Usershelp.salesforce.com (opens in a new tab)
- Why does Help warn against giving one user every role?
- Why does an Enterprise tenant differ from an Enterprise 2.0 tenant in Help's definition?
- What does the Data Manager Email Studio role cover?
- Which Email Studio role reaches all content and shared folders but no data or administrative features?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Marketing Cloud Engagement Foundations pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 20 lessons of the Marketing Cloud Engagement Foundations guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (7 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
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