Standardizing Assets Across Account Engagement Business Units

Skill Level

Beginner

Learning Track

Account Engagement

Are you embarking down the Account Engagement Business Unit path with your org? There are a number of considerations when choosing if multiple Business Units (BUs) are right for you. Once you make that decision, it’s a great next step to standardize what you can in preparation for the implementation.
Standardization across your Business Units will make your life as an Account Engagement admin easier, both in implementation and in future maintenance across your business units.


• Why it is important to standardize assets between BUs
• Tips and tricks to do so
• Using the new flow to move assets between BUs

About the Author

Erin Duncan
Erin
Duncan
Sercante

Erin is based in Atlanta where she lives with her partner, Derek, and three dogs Ruby, Gustard, and Ginger. Erin has a background in Marketing but has been in the SalesForce and Pardot world since 2010. She worked as a SFDC and Pardot admin on the client side for 9 years and switched to consulting in July 2019. Outside of work, Erin typically spends her time painting, volunteering with LifeLine Animal Project and Best Friends Animal Society, and injuring herself at the gym.

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