Content from Richard Felle, Salesforce Senior Marketing Automation Consultant
Pardot enhancements roll out every April, August and December – three times more frequent than Apple launching a new iPhone.
Sometimes, it’s hard to keep up.
With so much change, Pardot users often have questions.
Here are 11 of the most common questions Salesforce gets about Pardot business units.
Business Units are separate Pardot databases connected to a single Salesforce org that allows Pardot customers to partition their prospects, campaigns, and assets by regions, products or services.
Pardot business units:
- Allows you to specify which salesforce records flow into Pardot (without code!)
- Improves Pardot performance by spreading the data over multiple Bus (speeds up the system with fewer prospects)
- Increases your mailable prospect limits (keep reading to learn more)
- Enables you to customize configurations for each unit’s specific needs
- Keeps a global view of campaign performance with connection to a single Salesforce org
11 common questions about Pardot Business Units
If I’m using multiple Pardot business units linked to the same Salesforce instance, how do I get the data into each BU?
You can use data sharing rules.
Simply set up a Salesforce custom field and populate it with the appropriate business unit value. The lead or contact record will sync to the designated business unit based on the value in the data-sharing rules.
If the custom field value is changed, the prospect no longer meets the business unit criteria. It will be removed from one business unit and created in another.
Note: You must be confident in your data sharing rules. Salesforce does not recommend changing the rules after data sharing is activated. It can delete contracts. Ensure all data and settings are accurate before you turn on data sharing rules!
Can we connect a business unit to a Salesforce sandbox?
Your Pardot production instance links to a salesforce production instance. You cannot assign a Pardot business unit in production to a Salesforce sandbox.
If you have a Pardot sandbox, you can set up a Pardot sandbox to a Salesforce sandbox. This might be a good route if you are new to data sharing rules.
Can business units share marketing assets?
Marketers cannot share Pardot marketing assets (email templates and landing pages etc.) cannot share across business units.
If you want a marketing asset in multiple units, you need to recreate it in each business unit.
The only exception is snippets. A snipped is a reusable content block, and it can be shared across business units.
Do I need to be on the v2 connector to use business units?
You do not technically need to be on v2 connector to use business units, but you get more features if you’re on v2 (particularly the business unit switcher).
How can I easily navigate across business units?
Users that need access to multiple business units can use the business unit switcher. From the Pardot settings tab in Pardot for Lightning click on the dropdown.
Pick which business unit that you want to use. (You can always change it later.)
The business user switcher requires Pardot for Lightning app and the v2 connector. (time to upgrade!)
How do I manage my users in multiple business units?
Sit with your team and identify which members need to exist in multiple business units. Map each user to their respective business unit, or multiple business units. You can use user sync, or bulk import or you can map them directly from setup menu.
How are limits set with business units?
Each business unit is similar to a stand-alone Pardot account, and each account has it’s own limits. If you have two business units, and they have a mailable prospect limit of 10,000. Therefore, you have 10,000 in business unit A and 10,000 in business unit B (20,000 globally).
You can’t transfer the limits between the two business units.
Can we email prospects in multiple business units from one place?
Unfortunately, this is not currently possible today. Prospects can only be emailed from the business unit.
Can I migrate Pardot activity from one business unit to another?
If prospects are moved to a new business unit using data sharing rules, field values will pass to the new record, but activities will not.
Can B2BMA be set-up for my business unit?
Yes! When you create a new B2BMA instance, you can specify which Pardot unit you want to pull in data. You could also set up a global view or upgrade to b2bma Plus.
How many business units can I have?
You are limited to 25 business units per customer.
Will I need to set up multiple tracker domains?
Yes. Each Pardot business unit acts as its own account. You will need to validate each tracker domain for each business unit. Once enabled, you can assign a tacker domain at the asset level to accurately capture tracking.