Hi There, I want to create seperate workspace for one of our region. Any guidelines or suggestion?
If you are looking for general guidelines and resources to go through, I would recommend going through the Marketo product docs and the below discussions/URL's which has great insights on this topic!
Marketo Product Docs - Workspaces and Person Partitions
Implementing Partitions and Workspaces - Functionality Help
Triggers Which Can Be Used Across Workspaces
Using Workspaces and Lead Partitions in Marketo - Marketing Rockstar Guides
Started using regional workspaces... now we want to add regional partitions
I am sure there are lots of other great resources in the community about setting up workspaces & partitions, but the above URL's could be a good starting point.
Thanks Karan Hari.. I will go through the documents..
Most Welcome Sant!
Hi Sant Singh Rathaur! Some quick pro/con notes on workspaces to keep in mind:
- CON: Folder naming is by instance, not workspace. Develop an instance wide folder naming convention
- CON:There can be issues with linked assets if you ever try to share, clone, or migrate across workspaces
- PRO: Workspaces give you the ability to completely control the assets a user can access and segregate your users based on region or business unit
Hope this helps!
Thanks for notes Anna Leary.. Although, I already created the workspace considering above note!