Considerations for Moving to the Latest Version of User Sync
If Salesforce User Sync was enabled before July 20, 2020, there are some important
things to know before moving to the latest version.
Required Editions
Available in: All Account
Engagement Editions where
Salesforce User Sync was enabled before July 20, 2020
NotePardot 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.
After User Sync is enabled, assignments are no longer solely profile-based. Users can be
assigned to Account Engagement by public group membership, role, role and subordinates, or
individually.
Make sure you review User Sync Basics before you transfer user management to
Salesforce.
After transferring user management, the User Sync section on the Salesforce connector screen
is used only for updating how Salesforce profiles map to Account Engagement user roles. The old
User Sync settings are replaced by this default behavior.
Setting
New Default Behavior
Update Pardot user role when a user's Salesforce profile changes
Users inherit their roles from the Map Salesforce Profiles to Pardot Roles table in
user sync settings.
Move Pardot user to the recycle bin when they no longer have an assigned
profile
Profile-based user assignment doesn’t exist.
Skip Salesforce user whose email address matches an existing user record in
Pardot
If there’s a user in Account Engagement with the same CRM username or email address,
User Sync skips them and doesn’t create a new Account Engagement user record.
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