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  • 1 Overview
    • About Business Units
    • Overview of Multiple Business Units in Sales
  • 2 Setup Tasks
    • Multiple Business Units High-Level Setup Steps
    • Set Sales Business Unit Profile Options
    • Overview of Enterprise Setups
    • Set Business Unit Functions
    • Define Business Units
    • Overview of Managing Reference Data
    • Create Reference Data Sets
    • Specify Business Unit Set Assignments
  • 3 Sales Resources and Multiple Business Units
    • Overview of Sales Resources and Multiple BUs
    • Understanding Associations Between Resource Organizations and BUs
    • Make Associations Between Resource Organizations and BUs
  • 4 Multiple Business Units in Leads and Opportunities
    • Overview of Multiple Business Units in Leads and Opportunities
    • Use Set-ID-Enabled Lookup Types to Control Values in Lists
    • Set BU-Enabled Attributes for Leads and Opportunities
    • Set-ID-Enabled Predefined Data for Leads
    • Set-ID-Enabled Predefined Data for Opportunities
    • Add the Business Unit Field to the Edit Lead Page
    • Add the Business Unit Field to the Edit Opportunity Page
    • Change the Business Unit for a Subset of Opportunities
    • Enable Lead Territory Assignment by Business Unit
    • Enable Opportunity Territory Assignment by Business Unit
    • Migrate Lead and Opportunity BU Data
  • 5 Multiple Business Units in Territories
    • Territories Defined with Business Units
  • 6 Multiple Business Units in Contracts
    • Overview of Multiple Business Units in Contracts
    • Overview of Contracts Business Functions Setup
    • Configure Contract Management Business Functions
    • Define Business Units, Assign Business Function, and Assign Ledger and Legal Entity
    • Supplier Contracts Business Unit Setup
    • Contract Terms Library Business Unit Setup
    • Contracts Security Setup
    • Manage Contract Visibility in Multiple Business Units Setup
    • How Business Unit Affects Clauses and Other Objects in the Library
    • How does a Contracts user get access to a business unit?
    • How can existing contract users not created as resources get business unit access?