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We often have 1 main BU with many child BU's and some grandchild BU's. The MAIN BU has access to all assets and contacts for all child and grandchild BUs.


We have clients who want to share assets such as email templates, emails, journeys, triggers, and forms between BUs. Salesforce Marketing Cloud allows this by providing a shared folder. Here are examples of what, what is needed:


  1. Main_BU creates a compliance profile, email template with locked content blocks, trigger, and trigger based journey. They want to provide all of these assets to each CHILD BU as a starting point to keep consistency but allow unique content. The Main BU wants to SHARE these because they do not want to own them. The Main BU cannot support updates for all of their CHILD BUs. So they want to share the high level assets to all CHILD BUs to make their own and manage.


  1. CHILD1_BU creates an email template, segment, and segment based Journey. They want to share this with CHILD2_BU and CHILD4_BU but no other BUs. This is because CHILD1_BU is Ohio and they only want to share with neighboring BUs who have similar needs. CHILD2 is Indiana and CHILD3 is Michigan. Again, the other CHILD_BUs would make the assets their own & then manage.


  1. Same as above but CHILD1_BU wants to share with GRANDCHILD4_BU.
Category: General
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