Pardot User Sync Legacy
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Enable Salesforce User Sync
Legacy
Salesforce Spring
salesforcedocs
Last updated January
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CONTENTS
Introduction
User Sync Basics
Map Salesforce and Account Engagement Usernames
Assign Salesforce Users to Account Engagement
INTRODUCTION
Salesforce User Sync lets you manage Account Engagement user access from Marketing Setup in Salesforce If you purchased Account
Engagement before July and have never set up Salesforce User Sync use this guide to enable and configure it
Important The process for User Sync setup varies depending on when your business unit was created and if you currently use
the legacy version To make sure youre following the correct instructions see Find the Right User Sync Documentation
USER SYNC BASICS
User Sync moves Account Engagement user access settings to Marketing Setup in Salesforce Synced user records in Account Engagement
are readonly and inherit information from Salesforce
Note Pardot is now known as Marketing Cloud Account Engagement We wish we could snap our fingers to update the name
everywhere but you can expect to see the previous name in a few places until we replace it including in the app itself
Process Overview
If you use the legacy version of User Sync make sure you also review Considerations for Moving to the Latest Version of User Sync If
youre not sure what your User Sync status is see Find the Right User Sync Documentation
To take advantage of Salesforce User Sync first assign Salesforce users to Account Engagement and then transfer user management to
Salesforce This process requires a Salesforce admin and an Account Engagement admin Depending on the structure of your business
its possible you need more than one person to complete all the tasks
This video walks through User Sync setup
Manage Engagement Users with Salesforce User Sync English Only
User Management
Heres how user management works after user management is transferred to Salesforce
An Account Engagement user record is created for any user assigned to Account Engagement in Salesforce You can assign users
individually or based on public group role or role and subordinates
The Salesforce user record is the source of truth All Account Engagement user fields update to match the Salesforce record
When a user sends an email in Account Engagement the email is sent from the email address on their Salesforce user record
Account Engagement user alerts and notifications are sent to their Salesforce email
If an assigned user is in the recycle bin in Engagement the user record is restored
To delete an Account Engagement user unassign them in Salesforce Unassigning a user sends their record to the recycle bin in
Engagement
If theres an Account Engagement user with the same email address as a Salesforce user but theyre not mapped User Sync skips
them A new Account Engagement user record isnt created and the existing user profile isnt synced
Changes to user records in Salesforce typically sync within minutes If you have tens of thousands of users the sync can take up
to an hour
Salesforce Profiles and Account Engagement Roles
When you assign users to Account Engagement you add them to the Marketing Users group or the Sales Users group User group
assignments can be used for sharing rules and they correspond to default Account Engagement role assignments
Salesforce profiles are mapped onetoone to Account Engagement user roles but some scenarios require a more granular Salesforce
profile If your users that share a Salesforce profile need different levels of access in a business unit you can give a user a more granular
profile
User Sync Basics
Example Jon and Deepa both have the Marketing profile in Salesforce Jon needs the Marketing Manager role in the Europe
business unit and Deepa needs the Marketing role Because Jon and Deepa share the original profile and profiles are mapped
onetoone to user roles the Salesforce admin creates a unique profile for Jon The Europe business unit admin maps the new
profile to the correct Account Engagement user role
Important Assign admins and most other Account Engagement users to the Marketing User group in Salesforce The Sales User
group is only for sales reps who need restricted access to Account Engagement
After users are assigned to Account Engagement the Account Engagement admin can update the profiletorole mapping table for the
Marketing User group or leave the default mapping in place
Heres how roles are determined by default
Users in the Sales Users group always inherit the Sales role in Account Engagement This role mapping cant be edited
Users in the Marketing Users group have their Salesforce profile mapped to the Marketing role in Account Engagement This mapping
is editable
If the Account Engagement admin who created the business unit is in the Marketing Users group they retain the Account Engagement
admin role
This chart shows how user assignments translate to default roles The default Account Engagement role is editable for all users assigned
to the Marketing Users group in Salesforce
MAP SALESFORCE AND ACCOUNT ENGAGEMENT
USERNAMES
If you have existing Account Engagement users map them to their user record in Salesforce before you proceed with Salesforce User
Sync If users arent mapped the system ignores those users and they dont sync For business units without User Sync map users and
then enable Salesforce Single Signon SSO Salesforce credentials are required to access Account Engagement
Open the user record that you want to work with
From the CRM Username dropdown select the users Salesforce username
Save the user
Click verify now in the CRM Username row of the user record
Repeat these steps for each user you want to map
ASSIGN SALESFORCE USERS TO ACCOUNT ENGAGEMENT
From Marketing Setup in Salesforce assign users to Account Engagement You can assign users
individually or based on public group role or role and subordinates
Note We recommend that most users including admins be assigned to the Marketing
Users group Use the Sales Users group for Sales reps only
From Marketing Setup in the Quick Find box enter Business then select Business Unit
Setup
Next to your business unit click Manage Users
Click Edit User Assignments
Add users to the Marketing Users group and the Sales Users group
Save your changes To see a complete list of your assigned users click View All Users
After you assign users the Account Engagement admin can update the roles for users in the
Marketing Users group and then transfer user management to Salesforce
EDITIONS
Available in All Account
Engagement Editions
USER PERMISSIONS
To assign Salesforce users
to business units
Customize Application
and Manage Users
To enable Salesforce User
Sync or transfer user
management to Salesforce
Account Engagement
Administrator role
ENABLE SALESFORCE USER SYNC
After users are assigned to Account Engagement from Salesforce the Account Engagement admin
can enable Salesforce User Sync Enabling User Sync permanently transfers user management to
Salesforce
Open the Connectors page
In Account Engagement select Admin and then select Connectors
In the Lightning app select Account Engagement Settings and then Connectors
EDITIONS
Available in All Account
Engagement Editions
created before July
and without User Sync
enabled
Click Enable Salesforce User Sync and follow the prompts
Select the profiles to include and map them to user roles All assigned Salesforce users with the
selected profiles are created as Account Engagement users with the assigned role
When youre ready click Enable Salesforce User Sync
Users are typically created and synced within minutes If you have tens of thousands of users it
can take up to an hour You can come back to the profiletorole mapping table in Account
Engagement at any time and update the assigned roles
SEE ALSO
Update Profile and Role Mapping
USER PERMISSIONS
To enable Salesforce User
Sync
Account Engagement
Administrator role
