I'm in the process of setting up Workspaces and Partitions for our instance and I have some questions that I can't seem to find any documentation on. We have two brands (so I'm setting up two partitions and/or two workspaces) that don't share leads, so we can have duplicate leads across brands, however, we will not be duplicating contacts or accounts - which I understand will lead to difficulties, but short of revamping the SFDC setup, I imagine I'll have to solve for this on my end.
- If a person that exists as a Contact in one partition fills out a form that's associated with the other partition, as I understand it, nothing will happen. How would I make sure a new lead is created? Or potentially better yet (though more unlikely) associate with the existing Contact in the other partition. Is there a way to make the forms global across both Partitions? Based on what I could find it seemed like the answer was no.
- If instead of using multiple Partitions I use one main Partition with two Workspaces, is the above problem more solvable? It seems like I should be able to solve for the Contact that fills out a form (since all forms would be shared by the same Partition) but would I be able to duplicate Leads depending on the form they fill out? Meaning, if a person fills out a form for Brand A I want that person to exist, wholly separate from the lead that filled out a form for Brand B (I'd also like two separate Munchkin cookies associated with the two domains).
- From what I've read, it seems like I shouldn't use the Assignment rules (assuming I go with two Partitions) and should instead use workflows in a default partition to move people to one or the other. How would this work with my described setup where I want duplicate Leads but not Contacts? I could filter off of the SFDC Type field to see if it's a lead or contact before pushing to another partition, but unclear how it would actually flow and if I could use multiple munchkin tracking codes for each domain.
Maybe those questions aren't even the right ones, but any help in guiding me during this setup would be greatly appreciated!