How do I enable multiple business units (BUs) for sales?

To enable multiple business units (BUs) for sales, you must set two profile options. Set the Multiple Business Units Enabled (HZ_ENABLE_MULTIPLE_BU_CRM) profile to Yes. You must also set the Customer Relationship Management Business Unit Default (HZ_DEFAULT_BU_CRM) profile to the default sales business unit.

Note: If you exported values for business unit profile options and then imported them into another environment, keep in mind that the values aren't retained, and you need to set them each time after export/import.

Here's how to set the profile options:

1. In Setup and Maintenance, go to:

   • Offering: Sales

   • Functional Area: Company Profile

   • Task: Manage Common CRM Business Unit Profile Options

2. In the Manage Common CRM Business Unit Profile Options page, select the HZ_ENABLE_MULTIPLE_BU_CRM profile option and set it to Yes.

3. Click Save and Close.

4. Select the HZ_DEFAULT_BU_CRM profile option and set it to the default sales business unit.

5. Click Save and Close.

You also need to associate the business unit to the resource organization to which the user belongs to. For example, when your sales users work in business objects like opportunities and leads – and you're operating in a multiple-business-unit environment – the users' access to the data is based on their involvement in business artifacts. See What should I know about sales resources and multiple business units? for more information.