Before we can embark on our marketing automation journey and explore exciting features, we must first set up our users. As part of the Spring’21 release, Pardot-only users will be retired from February 2021.
Hollie Fitzpatrick
Hollie Fitzpatrick
6 mins
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This blog was written before Pardot was renamed to Marketing Cloud Account Engagement. You can read more about the name change and what it means here.
Before we can embark on our marketing automation journey and explore exciting features, we must first set up our users. As part of the Spring’21 release, Pardot-only users will be retired from February 2021.
To learn more about Single Sign On (SSO), Salesforce User Sync and Business Units, plus how this can be connected to Pardot, read on.
How to Set Up New Salesforce Users: SSO, User Sync and Business Units:
Setting up a Salesforce User
Single Sign On (SSO)
Salesforce User Sync
Users and the V2 connector
So, what should I do now?
Setting up a user in Salesforce
Users in Salesforce have specific identifying details. You can set up a new user in Salesforce by heading to Setup > Users > Users (Sub menu) > New User or heading to [your_domain]/lightning/setup/ManageUsers/home.
Username/ Email - This is unique across all platforms (Salesforce/ Pardot). The username must be formatted like an email address and can be the same but it doesn’t have to be. You can add a +1 into your email e.g. [email protected].
Note: When logging in, users must update their password and the link sent to do this can only be used once.
User Licence - Access to certain features in Salesforce is dependent on the type of User Licence given to the user.
For Pardot only users, you need to give them an Identity licence.
Screenshot of setting up an identity licence in Pardot
Profile - There can only be one profile per user and is chosen based on the user's job functionality, as this determines the permissions for certain functionalities in Salesforce.
Roles - The role of a user will limit what is visible in Salesforce. Generally, there is a role hierarchy, where you can assign roles to users with visibility based on their position in this hierarchy.
Alias - An alias is a type of nickname, if you will, that will identify ecuador phone number example you as the user (it is shorthand as your entire name probably won’t fit). This is automatically assigned as the first letter of a first name and first four letters of a last name e.g tcarr.
To set up a user in Salesforce head to Setup.
Setup > Type in Users’ into Quick Find > Select Users
Depending on how many users you want to add Select New User (single) or Add Multiple Users (up to 10).Screenshot of adding users within Salesforce
Select User Licence - this will decide the Salesforce accessibility for each user. This is where you would set up the Identity Licence.Screenshot setting up identity licence in pardot
Select Profile for the user.
Save.
Note: New users will have to be linked to a Salesforce user before they can log-in to Pardot. Enabling Salesforce User Sync automates user creation and deactivation within Salesforce AND Pardot. Click here to read more about Salesforce User Sync.
From August 2020, The identity licenses have been autom