Business units, data spaces and workspace governance
When a division needs a business unit and when workspaces are enough, how the one-to-one data space mapping isolates data, and how member roles, contributor roles, sharing, common assets and channels govern content and users.
Given a scenario, identify when Business Units are required and configure an appropriate content and user governance model using roles and Enhanced CMS Workspaces.
~8 min read · 14 practice questions ·
What the exam expects
- Decide whether a requirement needs business units or only marketing workspaces.
- Apply the one-to-one business unit and data space relationship, including what can never change afterwards.
- List what must exist before business units are turned on, and what happens to current users and content.
- Choose member roles and contributor roles for a stated level of access.
- Govern content across workspaces and units with sharing, common assets and channel assignment.
Key terms. Business unit: a division of the org that acts as a junction between data and content. Data space: the Data 360 partition that enforces a unit's data separation. Marketing workspace: the CMS workspace that stores marketing content. Member role: Marketer-Standard or Marketer-ReadOnly, set on the unit. Contributor role: Content Admin, Content Manager or Content Author, set on the workspace. Common assets: a library of content copies open to all units.
Key facts
- Detail
- Up to 150
- Detail
- Add to the unit manually
- Detail
- Permission set group assignment, custom set or clone
- Detail
- Can't be used by any other unit
- Detail
- Independent; later changes to the original don't sync
- Detail
- Can't be deleted
- Detail
- Shared with Workspaces folder in each target
Sources for this section (6)
- Business Unitshelp.salesforce.com (opens in a new tab)
- Create Business Unitshelp.salesforce.com (opens in a new tab)
- Add Users to a Business Unithelp.salesforce.com (opens in a new tab)
- Deactivate a Business Unithelp.salesforce.com (opens in a new tab)
- Enable Common Assetshelp.salesforce.com (opens in a new tab)
- Organize and Share Contenthelp.salesforce.com (opens in a new tab)
- Why should each data space description include its business unit's name?
- When can a channel's assignment change without anyone unassigning it first?
- What can still be edited in an inactive unit, and what can't then run?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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