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August 6, 2015
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RCM Workspace Question

  • August 6, 2015
  • 2 replies
  • 1615 views

I have my RCM/Interesting Moments in a different Workspace than a few of my programs. Can I make the RCM still work for these programs automatically or do I have to trigger within the Workspace manually?

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Best answer by Dan_Stevens_

RCM doesn't see workspaces - instead it sees everything as one environment.  We have 23 country workspaces in our instance.  One of them is a GLOBAL workspace.  Within that global workspace is all of our instance-wide, operational programs, workflows, campaigns, etc. - such as lead lifecycle, data management, interesting moments, lead scoring, etc.  As long as you're not using specific programs in your smart lists (programs cannot be seen across workspaces), you should be fine.

2 replies

August 11, 2015

Hi there,

You'll get a bigger audience if you post this in our Products and Support area! Feel free to move it by clicking 'move' on the right side of this post.

Community Help is for questions about Community and of course where you can provide us feedback on the Community experience! Products & Support is for Marketo 'how to' questions and has a bigger following.

Thanks,

Liz

Dan_Stevens_
Dan_Stevens_Accepted solution
Level 10
August 22, 2015

RCM doesn't see workspaces - instead it sees everything as one environment.  We have 23 country workspaces in our instance.  One of them is a GLOBAL workspace.  Within that global workspace is all of our instance-wide, operational programs, workflows, campaigns, etc. - such as lead lifecycle, data management, interesting moments, lead scoring, etc.  As long as you're not using specific programs in your smart lists (programs cannot be seen across workspaces), you should be fine.