Salesforce User Sync & Identity License Mapping: What to Expect
Posted: Sun Dec 22, 2024 6:10 am
Users in Salesforce are assigned profiles based on different levels of access to objects, data and administrative permissions within the system.
As we know, in Pardot we have Administrator, Marketing, Sales Manager and Sales default user roles, whereas in Salesforce, we have a few more default user profiles, including System Administrator, Marketing User etc. When creating a new user in Salesforce, the profile will depend solely on which User Licence is selected in the previous step.
Now, this can be confusing as you may be thinking mobile phone number in cambodia that profiles and roles are the same. In the two orgs, these two are separate but act as the same functionality in their respective instance. They both allow/disallow users visibility over functions and features depending on which role (Pardot) or profile (Salesforce) they are given.
This is important as once Salesforce User Sync is enabled, you must map the users in Salesforce and Pardot so that they have the same permissions in both orgs. If incorrectly mapped, the user may have incorrect or restricted access in one of the orgs, resulting in frustration.
To learn more about creating a user in Salesforce, please refer to our blog: How to Set Up New Pardot Users: Pardot SSO, User Sync & Business Units.
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Salesforce User Sync & Identity License Mapping:
Salesforce User Sync and the SSO update
Setting up a custom profile
Enabling Salesforce User Sync
Mapping profile-to-role
So, next steps…
Salesforce User Sync and the SSO update
The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot, can this be amended for each user?
The answer is, we can create custom profiles specifically for Identity users in Salesforce.
Reason being, you can ensure they have the correct permissions for their role and align this with Pardot for best practice.
Example Salesforce Profiles we can create for Identity Licence Users are:
Identity User - Marketing
Maps to a Marketing Role in Pardot
Identity User - Admin
Maps to an Admin Role in Pardot
Identity User - Sales
Maps to a Sales Role in Pardot
Identity User - CUSTOM USER ROLE
For Pardot accounts with Custom User Roles, we can create more Identity user profiles to map to a Custom User Role
As we know, in Pardot we have Administrator, Marketing, Sales Manager and Sales default user roles, whereas in Salesforce, we have a few more default user profiles, including System Administrator, Marketing User etc. When creating a new user in Salesforce, the profile will depend solely on which User Licence is selected in the previous step.
Now, this can be confusing as you may be thinking mobile phone number in cambodia that profiles and roles are the same. In the two orgs, these two are separate but act as the same functionality in their respective instance. They both allow/disallow users visibility over functions and features depending on which role (Pardot) or profile (Salesforce) they are given.
This is important as once Salesforce User Sync is enabled, you must map the users in Salesforce and Pardot so that they have the same permissions in both orgs. If incorrectly mapped, the user may have incorrect or restricted access in one of the orgs, resulting in frustration.
To learn more about creating a user in Salesforce, please refer to our blog: How to Set Up New Pardot Users: Pardot SSO, User Sync & Business Units.
Pardot Training Banner
Salesforce User Sync & Identity License Mapping:
Salesforce User Sync and the SSO update
Setting up a custom profile
Enabling Salesforce User Sync
Mapping profile-to-role
So, next steps…
Salesforce User Sync and the SSO update
The problem we face since the single-sign-on (SSO) update is that Pardot-only users have a specific role within Pardot, can this be amended for each user?
The answer is, we can create custom profiles specifically for Identity users in Salesforce.
Reason being, you can ensure they have the correct permissions for their role and align this with Pardot for best practice.
Example Salesforce Profiles we can create for Identity Licence Users are:
Identity User - Marketing
Maps to a Marketing Role in Pardot
Identity User - Admin
Maps to an Admin Role in Pardot
Identity User - Sales
Maps to a Sales Role in Pardot
Identity User - CUSTOM USER ROLE
For Pardot accounts with Custom User Roles, we can create more Identity user profiles to map to a Custom User Role