#KREWECHATS Episode 5: Workspaces and Lead Partitions | Community
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Jenn_DiMaria2
Jenn_DiMaria2
Level 10
September 12, 2016

#KREWECHATS Episode 5: Workspaces and Lead Partitions

Click here to watch!​

So it seems like all the cool kids are using (or at least know about) workspaces and partitions, but there’s not a whole lot of information to help out those of us who are in dire need of seeing them in practice. And as we all know with Marketo, there are about a billion different ways to go about doing something and still get it done correctly. Today, we’re hoping to get into at least a little bit more use-case detail about both workspaces and partitions, when it’s best to use on or the other (or both), and hopefully get into more detailed Q&A.

Some questions we asked included:

  1. What are workspaces and how do they differ from lead partitions?
  2. What’s a use case (ie: why would you want a lead partition)?
  3. Can anything be shared across partitions?
  4. So let’s say a lead exists in two partitions and proceeds to fill out a form. Does their information get updated in both partitions?
  5. Can partitions sync to multiple SFDC instances?
  6. How do you deal with shared data?
  7. How do companies standardize on naming, program statuses, etc considering the other division might be around the world operating as different businesses?

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    15 replies

    Dan_Stevens_
    Dan_Stevens_
    Level 10
    January 25, 2017

    Leads will stay in whatever partition they're currently in UNTIL something happens that triggers a campaign to move them elsewhere.  Our partitions are country-based.  So if a record exists in the US partition and another in the Canada partition (highly unlikely, I know) and if we merged the Canadian record into the US record in CRM, the lead would remain in the US partition (and there would be no lead in the Canadian partition. 

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    Anonymous
    January 25, 2017

    Hey Everyone - great discussion. I have a question around what happens if a lead no longer qualifies for a partition.

    The example is that in SFDC, the previously purposeful duplicates will be merged together to create one lead, with a new record type. The first lead assignment rule in Marketo today says "if record type is x, or y, assign to this lead partition". If this changes with the merges, where does the lead go? does it stay in Marketo as-is? Typically I'd know the answer if it was a simple merge, but with the partitions in play I want to make sure there aren't any 'gotchas'.

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    Joe_Reitz
    Joe_Reitz
    Level 8
    September 13, 2016

    Hey Kevin - Always interested in learning more! That's a big reason why we continue the conversation here... We know stuff like this happens all the time, and we want to expose the learning opportunities!

    Can you tell us more about the challenges and solutions you faced?

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    If it doesn't look cool, you're probably doing it wrong.
      Anonymous
      September 13, 2016

      Wish I had been in on this discussion. I did some extremely innovative work with Partitions in my "List Importer" Architecture that no one touched on. Needless to say, I learned a lot about them and all their quarks. Maybe there will be a part 2.

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      Joe_Reitz
      Joe_Reitz
      Level 8
      September 13, 2016

      Is that the one that's like "I hate it when you leave, but..." #dadjoke

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      If it doesn't look cool, you're probably doing it wrong.
      Dory_Viscoglio
      Dory_Viscoglio
      Level 10
      September 13, 2016

      And what do we say about hindsight, Joe?

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      Joe_Reitz
      Joe_Reitz
      Level 8
      September 13, 2016

      in hindsight, we probably should've tagged in you, @Ashleigh Davis, and @Kristen Malkovich​ for this chat. I think at various points in the past I've heard each of you talk about partitions & workspaces in sickening detail

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      If it doesn't look cool, you're probably doing it wrong.
      Joe_Reitz
      Joe_Reitz
      Level 8
      September 13, 2016

      Day-Um, Dan. That was most righteous.

      Also, What @Dory Viscogliosi​ said.

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      If it doesn't look cool, you're probably doing it wrong.
        Dan_Stevens_
        Dan_Stevens_
        Level 10
        September 12, 2016

        Would love to, Dory.  It just so happens this topic is right up our alley since our entire environment is based on 24 workspaces and 23 lead partitions.  And we're always trying to figuring out ways to overcome some of the challenges (like not being able to share core assets (forms, emails, LPs) across workspaces.  If you recall, I co-presented around this topic at last year's Summit (with Ashleigh Davis), called "Best Practices for Operating Your Marketo Environment Across Multiple Workspaces and Lead Partitions": Sessions – The Marketing Nation Summit, April 13-15, 2015 – Marketo

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          rachazen
          Level 6
          September 12, 2016

          Thanks so much @Dan Stevens​! I'm going to have to read this in more detail but I greatly appreciate the detailed response.

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