How to: Use flow to copy assets between Account Engagement Business Units

Aug 24, 2023, 4:00 – 5:00 PM

We are joined by Erin Duncan, Pardot Product Director at Sercante, to do a demo and walk-thru of how the new functionality works that enables the ability to copy marketing assets between different BUs.

About this event

In July Erin Duncan, Pardot Product Director at Sercante, published a post to the The Spot for Pardot blog called "How to Copy Assets Between Account Engagement Business Units." This functionality came to GA in Summer '23 and resolves a blind spot that appeared with the introduction of multiple business units in a single Account Engagement org.

From the post: 

"It’s here! It’s finally here! It’s the Account Engagement Business Unit Bulk Asset Copy Flow.

Marketing Cloud Account Engagement (f.k.a. Pardot) Business Units have become my niche over the past few years. I love setting them up and standardizing them, but I don’t love copying over assets when configuring a new Business Unit(BU).

With the Summer ‘23 release, we can now use Salesforce Flow to copy custom fields, engagement studio programs, files, custom redirects, and email templates between Account Engagement Business Units!"

Read the post here: https://thespotforpardot.com/2023/07/12/how-to-copy-assets-between-account-engagement-business-units/

In this session Erin will provide a live demo and walk-thru of her blog post. She will also answer questions from attendees. 


Speaker

  • Erin Duncan

    Sercante

    Pardot Product Director

Group Leader

  • Ben LaMothe

    BDO Digital

    Leader

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