Enabling Salesforce User Sync
Note: Salesforce User Sync will be enabled by default if your Pardot account was created after the Summer 20 Release.
1. In Pardot select Admin (Pardot Settings in the Lightning app), and then User Management | Users.
2. Click Enable Salesforce User Sync button.
3. Follow the prompts.
4. Map Salesforce profiles to Pardot user roles. All assigned ecuador mobile number Salesforce users with the selected profiles are created as Pardot users with the assigned Pardot role.*
5. Confirm the settings.
6. When finished mapping profiles, click Enable Salesforce User Sync.
* With the newly created custom profiles, when we enable Salesforce User Sync we can choose the applicable profile for the corresponding Pardot role.
Mapping profile-to-role
Profiles will now only be used to map over user roles in Pardot. To map Salesforce profiles to Pardot roles:
1. Head to Connectors (Under Pardot Settings in Pardot Lightning and Administration in pi.Pardot) and click the cog on the Salesforce connector.
2. Click Edit Settings’.
3. Once there, you will need to click on the User Sync’ tab (as shown in the screenshot below).
Screenshot of user sync tab for Mapping profile-to-role
By default, the custom profiles will automatically map to a Marketing Pardot role, to change this click on the checkbox to the left to select the profile you would like to change and then choose the desired role from the dropdown.
Screenshot of changing marketing pardot role for Mapping profile-to-role
4. Save your changes.
So, next steps…
When Salesforce User Sync has been enabled, we are able to transfer user management to a singular instance - Salesforce. This simply means that when creating new users, this will be done in Salesforce, rather than either org, allowing for a simplified and streamlined approach for user management.
It is important to note that we recommend assigning users to Pardot prior to switching user management as Pardot users who are not assigned will be moved to the recycling bin when this is enabled.
I hope this blog has highlighted some best practice methods useful for sorting your user management! If you have any questions about the process, feel free to get in touch with the team here at MarCloud Consulting.