Northern Trail Outfitters (NTO) is in the middle of the buildout of Marketing Cloud Account Engagement and Sales Cloud. NTO has multiple business…

To demonstrate that different business units can only see lead or contact records for their business

unit, a Solution Architect can create a dynamic list that applies the same rules to multiple business

units. The dynamic list will show the total leads and contacts in the list for each business unit,

demonstrating that the data sharing rules are working correctly.

To demonstrate that Marketing Cloud Account Engagement (formerly Pardot) is correctly connected

with Sales Cloud across different business units, creating dynamic lists with identical criteria in each

business unit and comparing the total leads and contacts can effectively showcase proper

segmentation and access control. This approach allows the Solution Architect to visually represent

how marketing data and activities are appropriately partitioned and managed across the business

units, ensuring that leads and contacts are only accessible by the relevant teams, in line with

Salesforce's best practices for managing data in multi-business unit environments.