{"id":25253,"date":"2024-12-12T12:00:00","date_gmt":"2024-12-12T11:00:00","guid":{"rendered":"https:\/\/www.marketinet.com\/en\/blog\/"},"modified":"2025-09-25T12:23:08","modified_gmt":"2025-09-25T10:23:08","slug":"business-units-in-pardot","status":"publish","type":"post","link":"https:\/\/www.marketinet.com\/en\/blog\/business-units-in-pardot\/","title":{"rendered":"What are Business Units in Pardot Account Engagement?"},"content":{"rendered":"[et_pb_section admin_label=&#8221;section&#8221;]\n\t\t\t[et_pb_row admin_label=&#8221;row&#8221;]\n\t\t\t\t[et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;Text&#8221;]\n<p><strong>Pardot <\/strong>Business Units are independent databases within a single instance of Pardot Account Engagement that allow you to <strong>divide prospects, campaigns, and assets<\/strong>. An example of some companies that use it are organizations that provide services in different geographical locations.<\/p>\n\n\n\n<!--more-->\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img decoding=\"async\" width=\"425\" height=\"299\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/05\/640x450_salesforce_pardot_4.jpg\" alt=\"What are Business Units in Pardot Account Engagement?\" class=\"wp-image-9005 lazyload\" style=\"--smush-placeholder-width: 425px; --smush-placeholder-aspect-ratio: 425\/299;object-fit:cover;width:640px;height:450px\" data-srcset=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/05\/640x450_salesforce_pardot_4.jpg 425w, https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/05\/640x450_salesforce_pardot_4-300x211.jpg 300w\" data-sizes=\"(max-width: 425px) 100vw, 425px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<p>Normally, <strong>each geographical region has its own assets<\/strong>, its own subscribers, and its own way of working, therefore, it makes sense to keep them separate from what belongs to other regions within the group.<\/p>\n\n\n\n<p><strong>Other examples<\/strong> of Business Units can be the <strong>division by product line or by brands<\/strong> of your group.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Considerations for Setting Up Business Units<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It is important to note that to have this functionality you must have an Advanced or Premium license.<\/li>\n\n\n\n<li>Once <strong>a business unit<\/strong> is configured, <strong>it cannot be deleted.<\/strong><\/li>\n\n\n\n<li><strong>The name <\/strong>of the business unit <strong>cannot be changed<\/strong> once it is configured.<\/li>\n\n\n\n<li><strong>The Salesforce organization used cannot be changed<\/strong> after installing the connector.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Steps to Set Up Business Units in Pardot Account Engagement<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access Your Pardot Account<\/strong><\/h3>\n\n\n\n<p>Log in to your Pardot Account Engagement account with the appropriate credentials.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Navigate to Business Units Settings<\/strong><\/h3>\n\n\n\n<p>Click on \u201cSettings\u201d in the top right corner.<\/p>\n\n\n\n<p>In the dropdown menu, select \u201cBusiness Unit Administration\u201d.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Create a New Business Unit<\/strong><\/h3>\n\n\n\n<p>Click on \u201cCreate Business Unit\u201d.<\/p>\n\n\n\n<p>Fill out the required information, such as the name of the unit and the description.<\/p>\n\n\n\n<p>Configure additional settings according to your unit\u00b4s needs, such as users and permissions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Configure Users and Permissions<\/strong><\/h3>\n\n\n\n<p>Within each Business Unit, you can define specific roles and permissions for users.<\/p>\n\n\n\n<p><br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.marketinet.com\/en\/pardot-account-engagement-consultancy?utm_source=blog&amp;utm_medium=inbound&amp;utm_campaign=cta_servicio_blog_pardot_redireccion\"><img decoding=\"async\" width=\"800\" height=\"200\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/01\/800x200_banner_pardot_1_en-1.jpg\" alt=\"Do you need help developing a strategy in Pardot? \" class=\"wp-image-1126 lazyload\" data-srcset=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/01\/800x200_banner_pardot_1_en-1.jpg 800w, https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/01\/800x200_banner_pardot_1_en-1-480x120.jpg 480w\" data-sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 800px, 100vw\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 800px; --smush-placeholder-aspect-ratio: 800\/200;\" \/><\/a><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Benefits of Business Units<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Control and Privacy<\/strong>: Each Business Unit can have its own set of custom users and permissions, ensuring total control over who accesses and manages data and campaigns.<\/li>\n\n\n\n<li><strong>User and Permission Control<\/strong>: Having the ability to grant specific permissions to users in each Business allows sales and marketing teams to have access only to the information and functions necessary for their work, reducing the risk of errors and security breaches.<\/li>\n\n\n\n<li><strong>Multiple email sending domains<\/strong>: It allows you to configure multiple email sending domains and tracking domains.<\/li>\n\n\n\n<li><strong>Analysis and Optimization<\/strong>: By measuring the performance of each Business Unit individually, you can identify areas for improvement and optimize strategies and campaigns in a specific way.<\/li>\n\n\n\n<li><strong>Global Vision<\/strong>: Although you can manage each unit independently, you can still have a global view of all the activities and results of your organization.<\/li>\n\n\n\n<li><strong>Regulatory Compliance<\/strong>: If your company operates in highly regulated industries, such as health or finance, Business Units are useful for meeting regulatory requirements. You can establish specific policies for each unit and ensure that privacy and security standards are met.<\/li>\n\n\n\n<li><strong>Adaptation to Organizational Structure<\/strong>: Business Units reflect the organizational structure of your company. This is especially valuable if you have multiple brands, business units, or regions, as you can easily adapt your configuration to match your organization\u2019s hierarchy and structure.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Access to Business Unit<\/strong><\/h2>\n\n\n\n<p>When a user logs in to Salesforce, they do so in the last business unit they accessed.<\/p>\n\n\n\n<p>To switch from one business unit to another, you can do so from the <strong>Account Engagement App Settings tab<\/strong> and select the business unit you want from the dropdown menu.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img decoding=\"async\" width=\"567\" height=\"216\" data-src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/12\/MarketiNet-Business-Units-Pardot.png\" alt=\"Business Units de Pardot\" class=\"wp-image-25255 lazyload\" data-srcset=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/12\/MarketiNet-Business-Units-Pardot.png 567w, https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/12\/MarketiNet-Business-Units-Pardot-480x183.png 480w\" data-sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 567px, 100vw\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 567px; --smush-placeholder-aspect-ratio: 567\/216;\" \/><\/figure>\n\n\n\n<p>If your company has complex business divisions, diverse brands, or works in different geographical areas and you think this functionality may be of interest, do not hesitate to contact us and we will advise you in the best way to implement this functionality.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">If you liked this article, you might also be interested in:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.marketinet.com\/en\/blog\/benefits-connecting-pardot-marketing-cloud-account-engagement-with-wordpress\/\">Benefits of connecting Pardot (Marketing Cloud Account Engagement) with WordPress<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.marketinet.com\/en\/blog\/engagement-studio-pardot-automation-stool\/\" target=\"_blank\" rel=\"noreferrer noopener\">Best Practices in Engagement Studio: The Automation Tool for Pardot Account Engagement<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.marketinet.com\/en\/blog\/salesforce-email-authentication-for-pardot\/\">Salesforce Email Authentication for Pardot<\/a><\/li>\n<\/ul>\n[\/et_pb_text][\/et_pb_column]\n\t\t\t[\/et_pb_row]\n\t\t[\/et_pb_section]","protected":false},"excerpt":{"rendered":"<p>Pardot Business Units are independent databases within a single instance of Pardot Account Engagement that allow you to divide prospects, campaigns, and assets. An example of some companies that use it are organizations that provide services in different geographical locations. Normally, each geographical region has its own assets, its own subscribers, and its own way [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":9005,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"<!-- wp:paragraph -->\n<p><strong>Pardot <\/strong>Business Units are independent databases within a single instance of Pardot Account Engagement that allow you to <strong>divide prospects, campaigns, and assets<\/strong>. An example of some companies that use it are organizations that provide services in different geographical locations.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:more -->\n<!--more-->\n<!-- \/wp:more -->\n\n<!-- wp:image {\"id\":9005,\"width\":\"640px\",\"height\":\"450px\",\"scale\":\"cover\",\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"align\":\"center\"} -->\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/05\/640x450_salesforce_pardot_4.jpg\" alt=\"What are Business Units in Pardot Account Engagement?\" class=\"wp-image-9005\" style=\"object-fit:cover;width:640px;height:450px\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Normally, <strong>each geographical region has its own assets<\/strong>, its own subscribers, and its own way of working, therefore, it makes sense to keep them separate from what belongs to other regions within the group.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><strong>Other examples<\/strong> of Business Units can be the <strong>division by product line or by brands<\/strong> of your group.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Considerations for Setting Up Business Units<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li>It is important to note that to have this functionality you must have an Advanced or Premium license.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li>Once <strong>a business unit<\/strong> is configured, <strong>it cannot be deleted.<\/strong><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>The name <\/strong>of the business unit <strong>cannot be changed<\/strong> once it is configured.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>The Salesforce organization used cannot be changed<\/strong> after installing the connector.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Steps to Set Up Business Units in Pardot Account Engagement<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access Your Pardot Account<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Log in to your Pardot Account Engagement account with the appropriate credentials.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Step 2: Navigate to Business Units Settings<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Click on \u201cSettings\u201d in the top right corner.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>In the dropdown menu, select \u201cBusiness Unit Administration\u201d.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Step 3: Create a New Business Unit<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Click on \u201cCreate Business Unit\u201d.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Fill out the required information, such as the name of the unit and the description.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Configure additional settings according to your unit\u00b4s needs, such as users and permissions.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\"><strong>Step 4: Configure Users and Permissions<\/strong><\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>Within each Business Unit, you can define specific roles and permissions for users.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><br><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"lightbox\":{\"enabled\":false},\"id\":1126,\"sizeSlug\":\"full\",\"linkDestination\":\"custom\"} -->\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.marketinet.com\/en\/pardot-account-engagement-consultancy?utm_source=blog&amp;utm_medium=inbound&amp;utm_campaign=cta_servicio_blog_pardot_redireccion\"><img src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/01\/800x200_banner_pardot_1_en-1.jpg\" alt=\"Do you need help developing a strategy in Pardot? \" class=\"wp-image-1126\"\/><\/a><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Benefits of Business Units<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><strong>Control and Privacy<\/strong>: Each Business Unit can have its own set of custom users and permissions, ensuring total control over who accesses and manages data and campaigns.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>User and Permission Control<\/strong>: Having the ability to grant specific permissions to users in each Business allows sales and marketing teams to have access only to the information and functions necessary for their work, reducing the risk of errors and security breaches.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Multiple email sending domains<\/strong>: It allows you to configure multiple email sending domains and tracking domains.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Analysis and Optimization<\/strong>: By measuring the performance of each Business Unit individually, you can identify areas for improvement and optimize strategies and campaigns in a specific way.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Global Vision<\/strong>: Although you can manage each unit independently, you can still have a global view of all the activities and results of your organization.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Regulatory Compliance<\/strong>: If your company operates in highly regulated industries, such as health or finance, Business Units are useful for meeting regulatory requirements. You can establish specific policies for each unit and ensure that privacy and security standards are met.<\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><strong>Adaptation to Organizational Structure<\/strong>: Business Units reflect the organizational structure of your company. This is especially valuable if you have multiple brands, business units, or regions, as you can easily adapt your configuration to match your organization\u2019s hierarchy and structure.<\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>Access to Business Unit<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>When a user logs in to Salesforce, they do so in the last business unit they accessed.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>To switch from one business unit to another, you can do so from the <strong>Account Engagement App Settings tab<\/strong> and select the business unit you want from the dropdown menu.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"id\":25255,\"sizeSlug\":\"full\",\"linkDestination\":\"none\",\"align\":\"center\"} -->\n<figure class=\"wp-block-image aligncenter size-full\"><img src=\"https:\/\/www.marketinet.com\/wp-content\/uploads\/2024\/12\/MarketiNet-Business-Units-Pardot.png\" alt=\"Business Units de Pardot\" class=\"wp-image-25255\"\/><\/figure>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>If your company has complex business divisions, diverse brands, or works in different geographical areas and you think this functionality may be of interest, do not hesitate to contact us and we will advise you in the best way to implement this functionality.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:separator -->\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n<!-- \/wp:separator -->\n\n<!-- wp:heading {\"level\":3} -->\n<h3 class=\"wp-block-heading\">If you liked this article, you might also be interested in:<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:list -->\n<ul class=\"wp-block-list\"><!-- wp:list-item -->\n<li><a href=\"https:\/\/www.marketinet.com\/en\/blog\/benefits-connecting-pardot-marketing-cloud-account-engagement-with-wordpress\/\">Benefits of connecting Pardot (Marketing Cloud Account Engagement) with WordPress<\/a><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><a href=\"https:\/\/www.marketinet.com\/en\/blog\/engagement-studio-pardot-automation-stool\/\" target=\"_blank\" rel=\"noreferrer noopener\">Best Practices in Engagement Studio: The Automation Tool for Pardot Account Engagement<\/a><\/li>\n<!-- \/wp:list-item -->\n\n<!-- wp:list-item -->\n<li><a href=\"https:\/\/www.marketinet.com\/en\/blog\/salesforce-email-authentication-for-pardot\/\">Salesforce Email Authentication for Pardot<\/a><\/li>\n<!-- \/wp:list-item --><\/ul>\n<!-- \/wp:list -->","_et_gb_content_width":"","footnotes":""},"categories":[1],"tags":[233],"class_list":["post-25253","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sin-categorizar","tag-pardot"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts\/25253","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/comments?post=25253"}],"version-history":[{"count":1,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts\/25253\/revisions"}],"predecessor-version":[{"id":32080,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/posts\/25253\/revisions\/32080"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/media\/9005"}],"wp:attachment":[{"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/media?parent=25253"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/categories?post=25253"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.marketinet.com\/en\/wp-json\/wp\/v2\/tags?post=25253"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}