How to set up a New Business Unit in Marketing Cloud

In this blog we’ll cover how to set up a new business unit in Marketing Cloud. In this use case we already have a main or admin business unit and want to add an additional business unit and connect it to a different Salesforce CRM org.

Step I: Create a new Business Unit
Navigate to Setup in Marketing Cloud.

(1) Under Setup in Marketing Cloud.
(2) Navigate in the left column to Business Units
(3) View all existing Business units created. You can see the (Partner Main) is the Admin or main business unit. You can also see which business units are integrated with a Salesforce CRM org.
(4) When ready to create a new business unit, click Create.

(1) Enter in the Name. This is part of a series on connecting Marketing Cloud with AgentForce and building your first Marketing Agent.
(2) You don’t need to fill in the External Key here as it will be populated for you automatically.
(3) Enter in a description.
(4) Select the Business Unit Parent, in this case the Cervello (Partner Main).
(5) Enter in the email address you want to receive notifications.
(6) Enter the address information.
(7) Most importantly indicate whether the unsubscribes will be for all business units or just the one you are creating. The typical selection is to be unsubscribed from this business unit only.

Step II: How to add the Business Unit to a user

(1) In Setup under Users.
(2) Search for the user you want to add the business unit.
(3) Click the check box for the user.
(4) Click on the Manage Business Units menu item.

(1) Under Associated Business Units.
(2) Select the checkbox for the newly created Business Unit.
(3) You can also set the default business unit if the new unit will be the one to navigate to each time you log into Marketing Cloud.

The next step in our process will be following the Marketing Cloud Connect Setup Module: https://trailhead.salesforce.com/content/learn/modules/marketing-cloud-connect

We’ll be following the following steps in separate blogs:
(1) Install the Marketing Cloud Connector managed/Installed Package
(2) Set up the Salesforce CRM connection settings
(3) Make configurations in Marketing Cloud to make the connection to Saleforce CRM
(4) Final configuration setup
(5) Test the connection
(6) Synch data from Sales Cloud to Marketing Clou