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Manage Marketing Channels for Business Units
You can assign channels to all business units or a single business unit. Channels include email, SMS, WhatsApp, and Mobile App Messaging. Assign channels to all business units for a single sender address, such as an SMS code or email domain, to be used across the entire organization. Alternatively, assign channels to a single business unit so that individual divisions can use dedicated sender addresses. You can also unassign channels from business units.
Required Editions
| Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced Edition |
| User Permissions Needed | |
|---|---|
| To assign or unassign channels to business units: | Marketing Cloud Admin permission set |
Before you begin, set up the required channels for your marketing communications. For more information, see these resources:
| Channel | Resources |
|---|---|
| Configure Required Email Settings | |
| SMS | Set Up SMS Messaging |
| Set Up WhatsApp | |
| All channels | Domain Settings in Marketing Cloud Next |
| All channels | Ensure Compliance with Consent Settings |
Assign Channels to All Business Units
- From Setup, in the Quick Find box, enter Business Units and select it.
- Select a channel type and click Assign.
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Select the channels that you want to assign to all business units and click
Done.
Changing a channel's assignment from a single business unit to all business units automatically removes its previous assignment and makes it available across the entire organization.
Assign Channels to a Single Business Unit
- From Setup, in the Quick Find box, enter Business Units and select it.
- From the Business Units list page, select a business unit.
- In the Channels section, select a channel type and click Assign.
-
Select the channels that you want to assign and click
Assign.
Channels assigned to all business units aren’t available for selection. To change the assignment of a channel that’s assigned to all business units, you must first unassign it and then remove any dependencies of the channel on flows and subscription.
Unassign a Channel from All Business Units
- From Setup, in the Quick Find box, enter Business Units and select it.
- Select a channel type.
- Make sure that the channel that you want to unassign isn’t in use in any flows or subscriptions.
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In the row of the channel that you want to unassign, click
and select View Dependencies.
- Remove the channel from all the dependent flows and subscriptions.
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In the row of the channel that you want to unassign, click and select Unassign.
Unassign a Channel from a Business Unit
- From Setup, in the Quick Find box, enter Business Units and select it.
- From the Business Units list page, select a business unit.
- In the Channels section, select a channel type.
- Make sure that no flows or subscriptions are by using the channel that you want to unassign.
-
In the row of the channel that you want to unassign, click and select View Dependencies.
- Remove the channel from all the dependent flows and subscriptions.
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In the row of the channel that you want to unassign, click and select Unassign.
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