Changing Your Salesforce-Pardot Connector User

by Sophie Daniline - August 23, 2019
Changing Your Salesforce-Pardot Connector User

A dog is for life, not just for Christmas. The same cannot always be said for the Salesforce-Pardot connector user. There may come a time where the existing Salesforce connector user on your Pardot account just isn’t what you’re after anymore, and you’ll want to change it.

The Scenario

For example, for accounts purchased before February 11th 2019, your connector user may just be someone in the business who was involved in the your Pardot implementation at the time. Let’s say that person leaves the business and their licence gets de-activated. Uh oh. Now you have a useless connector user.

There are multiple scenarios where you need to change your connector user, so I’m going to tell you how to do it.

Permissions

Before you start you need to make sure that the new intended connector user has the Pardot Connector User permission set. (What is that?).

You also need to ensure that user has the correct standard object and field permissions assigned to them in Salesforce. (What are those?).

Versions

You will then need to know which version of the connector you have:

As a general rule, anyone who purchased their Pardot account before February 11th 2019 will have the older version of the connector and should follow the steps below under ‘Old Connector‘.
If you purchased your Pardot account after February 11th 2019, you will likely have the new version of the connector, and should follow the ‘New Connector‘ steps outlined below.

You can also find out which version you are on by following these steps:

1. Open the Account Settings page.

  • In Pardot, click gear icon, then select Settings.
  • In the Lightning App, select Pardot Settings.

2. Your version number is shown in the Connector Version row.

Old Connector

If you’re reading this, you have the old version of the connector, which uses up one of your Salesforce licences, therefore the connector user is a user that you designate to connect Pardot and Salesforce for data syncing.

Here are the steps required to change the connector user:

  1. Open the Connectors page.
    • In the Pardot Lightning App, go to Pardot settings > Connectors.
    • If you are not using the Pardot Lightning App, then you will need to navigate to Admin > Connectors.
  2. Click the gear icon next to the Salesforce connector, and then click ‘Edit’.
  3. Click Change ‘Connector User’, then log in to Salesforce as the new connector user.
  4. Your connector should begin the verification automatically, but if it doesn’t, click ‘Verify Now’.

New Connector

If you’re reading this, you have the new version of the connector, which does not use a specific user and a Salesforce licence. Instead it uses something called the ‘Pardot Integration User‘.

Here are the steps required to change the connector user:

  1. Go to the the Pardot Lightning App, open “Pardot Settings”, then click on Connectors > Connector Settings.
  2. Navigate to the section “Change Trusted Connector User”, and introduce the username.
  3. Click on the button “Change Trusted Connector User”.

Watch out!┬áThe chosen connector user’s profile must be assigned to the connected app ‘Pardot_to_SF_Integration_Secure_Connected_App’. You can find out more about this app in this article.

If you’re using the new connector, it is also worth looking at these considerations before you do any work with your connector.

 

What next?

If you need any help changing your connector user or if you’re going through an implementation we’d love to help, so get in touch here.

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