Does anyone use Workspaces. How are they set up and what are best practices for using Workspaces? There are not much resources out there regarding this topic. Also does anyone use them in any way apart from by region?
Hi Ryan Naja ,
Work-spaces are very useful and in some Business used cases, an absolute requirement
- You can find the details in the Marketo product docs about Create a New Workspace - Marketo Docs - Product Documentation and Create a Person Partition - Marketo Docs - Product Documentation .
The below resources are also absolutely great, which you might want to go through, to understand more about work-spaces and partitions.
#KREWECHATS Episode 5: Workspaces and Lead Partitions
#KreweChats Episode 5: Workspaces & Partitions
Working with a duplicate rule with Workspaces and Partitions
Hope that helps!
We use workspace. As Karan mentioned the workspace applicable when you have multiple business units/product line. Some benefits of using workspace are:
Check out the links that Karan shared, you will learn in detail on how you should be customizing and using the workspace and lead partitions.
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