Comments on: How to Turn on User Sync: A Guide for Paranoid Pardot Admins https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/ A home for marketers on Salesforce to shape the future together Wed, 14 Dec 2022 11:22:35 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Mike Creuzer https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/#comment-1290 Wed, 01 Sep 2021 21:34:08 +0000 https://thespotforpard.wpengine.com/?p=1373#comment-1290 In reply to Benjamin B.

With User Sync, the CRM feature that we are assigning off of (individually/group/role/role and subordinates) is what will dictate how the Pardot role gets mapped.

In this example, as we are working with Profiles, we will need 2 CRM Profiles to map to the 2 different Pardot Roles. We would in this case need to create a new CRM profile, likely called “Advanced Marketing”. This is pretty easy to do in the CRM, as we can clone the existing “Marketing” profile – see https://developer.salesforce.com/docs/atlas.en-us.securityImplGuide.meta/securityImplGuide/users_profiles_cloning.htm
Then we assign the higher Pardot Role to the new higher CRM Profile.

It does irritate some CRM Admins to have 2 otherwise identical CRM Profiles with just a different name so we can attach different Pardot Roles for the Pardot User Sync.

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By: Benjamin B https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/#comment-1289 Mon, 15 Mar 2021 13:22:49 +0000 https://thespotforpard.wpengine.com/?p=1373#comment-1289 What if you have one user in a Profile who should have an elevated Pardot role, but all others in the same Salesforce Profile should have a different role?
Can this be done after setting the Salesforce Managed User Sync?

For example, all of Marketing (SF Profile = Marketing) get the Pardot Role of “Marketing”, but one person is in charge of more in Pardot, so I want that one individual to get the Pardot Role of “Advanced Marketing”. If I map the SF Profile to Pardot Role of Marketing = Marketing, can I then manually change that one individual’s Pardot role = Advanced Marketing and the sync won’t set it back to what is mapped for their Profile?

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By: Mark Larson https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/#comment-1288 Mon, 08 Feb 2021 19:37:59 +0000 https://thespotforpard.wpengine.com/?p=1373#comment-1288 In reply to Andrew Hassan.

This is a great point. Double- and triple-check that you have a profile mapped to the Pardot Admin role… or else!

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By: Andrew Hassan https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/#comment-1287 Thu, 10 Dec 2020 20:40:25 +0000 https://thespotforpard.wpengine.com/?p=1373#comment-1287 Just another quick tip – I don’t know if it’s peculiar to multiple BUs, but you MUST ensure that at least one of the SF profiles are synching to a Systems Admin Pardot profile. They all default to Marketing User when you kickoff the user synch. If you don’t set at least one user with Pardot Systems Admin you get locked out of the connector which as far as I can see requires SF intervention.

Probably also best practice to leave a Pardot Only account with Systems Admin rights in case you lose SSO access from SF

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By: Lindsey Mark https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/#comment-1286 Wed, 05 Aug 2020 20:46:17 +0000 https://thespotforpard.wpengine.com/?p=1373#comment-1286 Update to: “This is NOT ready for companies that have multiple Pardot orgs linked to one Salesforce org.”

With the Summer ’20 release customers with Pardot Business Units can enable User Sync. There also have been a few small changes to the steps for how to enable user sync in the recent release so it’s worth investigating again if you’ve not done it yet.

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By: 5 Tips to Make Over Your Pardot Email Templates | The Spot For Pardot https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/#comment-1285 Tue, 07 Jan 2020 02:07:23 +0000 https://thespotforpard.wpengine.com/?p=1373#comment-1285 […] How to Turn on User Sync: A Guide for Paranoid Pardot Admins […]

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By: 3 New Pardot Features Bringing the One Platform Vision to Life – The Spot For All Things Pardot https://thespotforpardot.com/2018/03/30/how-to-turn-on-the-new-pardot-user-sync-a-guide-for-paranoid-admins/#comment-1284 Sat, 14 Apr 2018 21:10:17 +0000 https://thespotforpard.wpengine.com/?p=1373#comment-1284 […] How to Turn on User Sync: A Guide for Paranoid Pardot Admins […]

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