17 Replies Latest reply on Dec 6, 2018 9:49 AM by Frank Carpenter

    Partition/workspace question

    Karen Black
    Karen Black Nov 26, 2018 12:26 PM

      We set up our Marketo instance so that partitions/workspaces were based on geography.  Four years later, one of our technology groups would like their own, based on their technology, not a geography.  Is this even possible without resetting our current instance or buying another Marketo license?

        • Re: Partition/workspace question
          Floyd Alvares
          Floyd Alvares Nov 26, 2018 12:58 PM (in response to Karen Black)

          Hi Karen,

           

          You do not need to reset your instance. You can just set up another Workspace for the Technology group.

           

          Create a New Workspace - Marketo Docs - Product Documentation

           

          You can provide this workspace access to all your lead partitions or any specific lead partition that you require. You may need to define a new lead partition if required, however considering that your initial workspaces was based on region, I am assuming you would also have specific partitions for each region and therefore if you build a new lead partition for the technology group you may have conflicting rules.

           

          Hope this helps

          Thanks

          Floyd

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            • Re: Partition/workspace question
              Karen Black
              Karen Black Nov 26, 2018 2:41 PM (in response to Floyd Alvares)

              Thank you!  I was thinking to remove my partitions, except for our Default, and create two new ones...one for the current contacts I have, and the other for the new tech group.  That way they have access to only their data.  I would then create a new workspace for them too.

                • Re: Partition/workspace question
                  Grace Brebner
                  Grace Brebner Nov 26, 2018 2:47 PM (in response to Karen Black)

                  Just to piggy back on Floyd's comment for emphasis - be aware that there may be conflicts across partitions with this approach. A lead can only exist in one partition at a time; if you have any crossover where you might have customers or leads with a relationship required across both partitions, this could prove to be a problem for you.

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                    • Re: Partition/workspace question
                      Floyd Alvares
                      Floyd Alvares Nov 26, 2018 3:00 PM (in response to Grace Brebner)

                      Yes! Other key takeaways

                       

                      - Leads need to be deleted or removed or moved from the partition so that they can be deleted.

                      - Initial Partition rules have to be changed

                      - References to the Lead partitions have to be removed

                      - Anonymous leads are still considered as leads in the partition, you will need to reach out to Marketo Support to delete these leads OR if you can identify them with REST API and set delete.

                       

                      It might be a better option to create a lead partition specific for the tech group, and use the other workspaces to access all the lead partitions. In that way at least you are not deleting any specific lead partition/workspace.

                       

                      Thanks

                      Floyd

                      • Re: Partition/workspace question
                        Karen Black
                        Karen Black Nov 27, 2018 6:34 AM (in response to Grace Brebner)

                        Can you elaborate on the types of issues that could occur?  I think one would be when I upload lists, and the contact is already part of a different partition.

                          • Re: Partition/workspace question
                            Grace Brebner
                            Grace Brebner Nov 27, 2018 11:28 AM (in response to Karen Black)

                            Yeah, if you try to import a list with leads in it that exist already in a different partition, then those leads will fail to import (if you're on the default dedupe rules for email address only). There's a fair bit of discussion on this in community - see one here that generated some interesting ideas for solutions: Lead belongs to a different Lead Partition?

                             

                            But it poses issues for basically any method through which a lead should be created/matched and requires some very careful and well thought out design + rule structuring throughout workspaces if you consider going with deliberate duplicates.

                    • Re: Partition/workspace question
                      Karen Black
                      Karen Black Nov 26, 2018 3:22 PM (in response to Karen Black)

                      Thank you all for your responses.  Extremely helpful!!!!  I am stuck in between a rock and a hard place, as I don't want them to have access to the full Marketo instance, but there may be contacts in this technology area that are currently in my database.

                        • Re: Partition/workspace question
                          Kevin Weisenberger
                          Kevin Weisenberger Nov 27, 2018 9:41 AM (in response to Karen Black)

                          Hi karen,

                           

                          You will find overtime that the standard marketo partition assignment rules can be somewhat limiting.  Grégoire Michel mentions this in a number of areas but using smart campaigns instead in your operations/default partiton/workspace will provide you with much greater flexibility than the inbuilt feature. Simply identify the audience in the smart list and use the flow action of move partition to get your audience to where you need it including the overlapping members.

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                        • Re: Partition/workspace question
                          Frank Carpenter
                          Frank Carpenter Nov 29, 2018 1:28 PM (in response to Karen Black)

                          What your team is asking for is doable. However, it's a bad precedent to set. It will open the food gate to other technology team asking for the same thing. I think the best bet is to create a segmenatation to target the technology, especially with the CASL and GDPR requirements that are in place today. IMHO - Resist making a tech work space at all costs.