The Salesforce User Sync is a piece of the greatest functionality for Pardot. It makes the job of a Pardot admin simpler by synchronising Salesforce users to Pardot.
Some of the benefits to using the tool are:
- Saves administrator time
- Reduce assigned user synchronisation issues
- Users who left the business or no longer need access are automatically sent to the Pardot Recycle Bin once their Salesforce accounts are deactivated
The tool is enabled by using a Wizard inside Pardot. It is available to all Pardot orgs with a verified Salesforce connector. When the wizard is being used, Salesforce user profiles are selected, along with corresponding Pardot user roles. Any new Pardot users will be created with the selected Pardot user roles.
An important consideration is that this feature cannot be deactivated once turned on. So it’s vital to read the enablement guide. Make sure you fully understand the behaviour and implications before activating this feature.
Salesforce User Sync is a new feature that helps administrators better align and manage their Pardot and Salesforce users. This is an opt-in feature available to all Pardot customers using Sales Cloud. Enabling Salesforce User Sync significantly impacts user management and your users’ experience with Pardot and Salesforce. It may not be appropriate for all customers. Once enabled, user sync cannot be disabled.
Update! In the Summer ’20 Pardot Release a new version of the user sync has been introduced. You can take a look at the summary of our considerations and recommendations. This will help ensure your Pardot is up to date.
And remember, you can always get in touch if you have any questions.
