Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Manage Pardot Users with Salesforce

We added enhancements to Salesforce User Sync that make it easier than ever to manage your users. Now you can assign users to Pardot and manage them directly from Salesforce Setup.

Where: This change applies to all Pardot Editions.

How: How you take advantage of these changes depends on when your account or business unit was created, and whether Salesforce User Sync is already enabled.

In accounts that enabled Salesforce User Sync before the Summer ’20 release: First assign users from Salesforce Setup, and then transfer user management control to Salesforce from Salesforce User Sync settings in Pardot.

In accounts that were created before the Summer ’20 release that don’t have Salesforce User Sync enabled: First assign users from Salesforce Setup, then enable Salesforce User Sync in Pardot.

In accounts and business units created after the Summer ’20 release: Assign users from Salesforce Setup.