Re: Seperate workspace creation

Sant_Singh_Rath
Level 7

Seperate workspace creation

Hi There, I want to create seperate workspace for one of our region. Any guidelines or suggestion?

5 REPLIES 5
Karan_Hari3
Marketo Employee

Re: Seperate workspace creation

Hi Sant Singh Rathaur,

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.

Best Always,

Karan Hari

Karan Hari
Senior Product Manager - Marketo Engage
Sant_Singh_Rath
Level 7

Re: Seperate workspace creation

Thanks Karan Hari.. I will go through the documents..  

Karan_Hari3
Marketo Employee

Re: Seperate workspace creation

Most Welcome Sant

Best Always,

Karan Hari

Karan Hari
Senior Product Manager - Marketo Engage
Anna_Leary3
Level 3

Re: Seperate workspace creation

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!

Sant_Singh_Rath
Level 7

Re: Seperate workspace creation

Thanks for notes Anna Leary..  Although, I already created the workspace considering above note!