What should you do before creating business units?

Mapping your organizational structure for business units is a critical step before creating them in Salesforce Marketing Cloud. This process involves understanding how different segments of your organization relate to each other, how data flows between departments, and how you want to structure those relationships within Marketing Cloud. Properly mapping this structure ensures that each business unit is set up effectively, reflecting the roles and responsibilities of various teams, and aligning with marketing goals.

By having a clear understanding of your organizational hierarchy and requirements, you can create business units that facilitate better data management, improve operational efficiency, and enhance reporting capabilities. This foundational work also supports clear segmentation and security measures for your data, ensuring that teams work within their designated units with the appropriate permissions, thereby maintaining compliance and best practices in data handling.

In contrast, renaming folders, deleting users, or sending test emails may not contribute to the strategic setup of your business units and could distract from the essential planning phase needed to structure business units correctly in Marketing Cloud.