Why can't I log into Pardot when connected to Salesforce?
All Pardot users not enabled with Salesforce SSO by Spring ‘21 will lose the ability to log into Pardot until they are connected to a Salesforce user. This affects your users with Pardot-only access, your integrations that use the Pardot API, as well as the Pardot WordPress plugin. How To Fix It – Get Back Into Pardot
What happened to Pardot's user authentication system?
Beginning on February 15, 2021 and coinciding with the Spring ’21 release, Pardot’s user authentication system has been discontinued and all users will be required to use Salesforce single sign-on (SSO).
Why can’t Pardot connect to my CRM?
If you are not able to log in to your CRM with those credentials, Pardot will also not be able to communicate with your CRM. Update the username and/or password in the CRM and then update them in Pardot to match what is used to log in to the CRM.
How to become a Pardot specialist candidates?
Candidates should be able to build strategic marketing processes while incorporating tools such as lead scoring, email marketing, and lead generation, and be able to use reports to make data-driven decisions. Get the Exam Guide Learn at your own pace with a learning path designed just for you. Preparing to sit for your Pardot Specialist exam?
How do I log into Salesforce using Pardot?
Required EditionsOpen the Users page. Select Admin (Pardot Settings in the Lightning app), and then User Management | Users.Select the users who need SSO enabled.From the dropdown under the table, select Enable Salesforce single sign-on.
Do Pardot users need a Salesforce license?
Every user that needs to access Pardot must have a Salesforce license. If a user does not have a Salesforce license, you will need to create a Salesforce user record with an 'Identity' user license type (selecting a profile is mandatory, which we will revisit later):
Is Salesforce getting rid of Pardot?
The biggest change highlighted in Knowledge Article is that Pardot's legacy login system will be discontinued and Pardot will need to be accessed with Salesforce login credentials. The driving force behind this update is security.
How do I assign a user to Pardot in Salesforce?
Add Pardot UsersOpen the Users page. ... Click + Add User.Enter the user's first and last name.Enter the user's email address. ... Click the CRM Username dropdown menu and select a Salesforce user. ... Choose a user role.When finished, click Create User.
Does Pardot come with Salesforce?
HubSpot offers a wider range of benefits, as it's a general-purpose CRM rather than a marketing automation solution, but Pardot comes alongside the Salesforce CRM, so its users will have a similar software functionality overall.
Is Pardot being discontinued?
Is the standalone Pardot app being discontinued? No. While we encourage all users to migrate to the Pardot Lightning App, the standalone Pardot app (available from pi.pardot.com) will continue to be available.
How many Pardot users can I have?
You can use the Pardot default user roles. You can't modify the default roles, but you can clone a default role and edit it to create a custom user role. You can create or update up to 50 users at once by importing a CSV file.
What is identity license in Salesforce?
The Identity license grants users access to Identity features. Salesforce Identity connects Salesforce users with external applications and services, while giving admins control over authentication and authorization for these users.
What is SSO Pardot?
SSO lets users log in to Pardot with their Salesforce credentials.
How do I enable Pardot sync in Salesforce?
To take advantage of Salesforce User Sync, first assign Salesforce users to Pardot and then transfer user management to Salesforce. This process requires a Salesforce admin and a Pardot admin. Depending on the structure of your business, it's possible you need more than one person to complete all the tasks.
What do sales users have access to in Pardot?
The Pardot Sales user role gives them everything they need to send one-to-one emails and view, edit, or export information for their assigned prospects. It's a “read only” user role in terms of having the ability to make major changes to the Pardot instance or manage marketing assets.
How do I grant access to Pardot?
Admins can grant access from a request email or any page in Pardot.First, open Pardot.: If you received a request email, click the Grant Access link. In Pardot, hover over the person icon, and select Grant Account Access. ... Select a time period.Click Grant Access when finished.
How to get back into Pardot?
Simply put, in order to get back into your Pardot org, you will need to go through the process to setup Pardot Single Sign On for both human users and API users. To do this, you will need to connect all Pardot users to Salesforce users, enable SSO and configure User Sync.
When will Pardot be discontinued?
Beginning on February 15, 2021 and coinciding with the Spring ’21 release, Pardot’s user authentication system has been discontinued and all users will be required to use Salesforce single sign-on (SSO). All Pardot users not enabled with Salesforce SSO by Spring ‘21 will lose the ability to log into Pardot until they are connected ...
How many licenses does Salesforce have?
Salesforce provides 100 “Identity User” licenses that can be used to create Pardot-only Salesforce user records (those users not needing Salesforce access). If this number is not enough, additional licenses will need to be purchased.
Can you use Pardot with Salesforce?
All Pardot users not enabled with Salesforce SSO by Spring ‘21 will lose the ability to log into Pardot until they are connected to a Salesforce user. This affects your users with Pardot-only access, your integrations that use the Pardot API, as well as the Pardot WordPress plugin.
How Does Salesforce SSO Work With Pardot?
Pardot users would visit pi.pardot.com, and use their Pardot credentials to login into the application, regardless of whether they had a Salesforce license, or not.
What does SSO mean in Pardot?
Users wanting to use Pardot will need to do so through Salesforce single sign-on (SSO). Using Salesforce SSO means that their user record must be tied to a Salesforce username. This is represented by a blue cloud icon on the user record, shown below:
What is a Salesforce Identity License?
A Salesforce Identity License is designed to create a user record in Salesforce with the sole purpose of enabling single sign on (SSO). These Salesforce user records won’t have any functionality in Salesforce, but will have their original functionality in Pardot.
Why is Salesforce Forcing the Change?
With questions bubbling up around the community , we should look at why Salesforce are making this change.
What is integration user?
Integration users (3rd party): as user records that are used for 3rd party integrations* directly to Pardot using the Pardot API (* tools not on the Salesforce platform).
Why is Salesforce changing?
Why is Salesforce Forcing the Change? 1 Security: Salesforce’s user security system is robust and extensible, and is kept up to date with the latest security protocols. Also, Salesforce SSO is more sophisticated, offering more options for authentication (multi-factor authentication system) and login restrictions (login hours, login IP restrictions). 2 Product strategy: as I mentioned, the majority of new features being released now and into the future have the Pardot Lightning App as a pre-requisite (Business Units, Lightning Email Builder, Engagement History). Users will miss out on these, and Salesforce want to avoid users being stuck with a legacy product. 3 Commercial objectives: although a Sales/Service Cloud license isn’t required to use Pardot, it’s required to access the Pardot Lightning App.
Is Pardot Lightning a pre-requisite?
Product strategy: as I mentioned, the majority of new features being released now and into the future have the Pardot Lightning App as a pre-requisite (Business Units, Lightning Email Builder, Engagement History). Users will miss out on these, and Salesforce want to avoid users being stuck with a legacy product.
What is Pardot SSO?
Pardot historically has maintained its own authentication method. Single sign-on is an authentication method that enables users to access many Salesforce applications with one login and one set of credentials.
What is Salesforce SSO?
Salesforce SSO has the ability to use external identity providers and applications to support user sign on. For example, if your enterprise already has an SSO system, it can probably integrate with Salesforce SSO, eliminating the need for your users to create separate Salesforce credentials.
When will Pardot be discontinued?
Beginning on February 15, 2021, Pardot’s user authentication system will be discontinued and all users will be required to use Salesforce SSO. This means that all Pardot users without Salesforce SSO enabled by February 15 will lose the ability to log into Pardot until they are connected to a Salesforce user.
Does Pardot API have updates?
Next Steps: We have updates in our FAQ under Pardot API which call out several popular third-party API integrations. Please reach out to your software vendor’s support channels to request this update and get feedback on when a solution will become available.
Does Pardot have a V1 connector?
Customers who purchased Pardot prior to February 11, 2019 may have a V1 connector. We now have a new version of the connect or (V2) that is not user-based, which means that it doesn’t consume a Salesforce license or stop syncing due to user authentication errors.
Does Pardot change Salesforce?
Since this is an authentication change, Pardot users will experience no changes to their day-to-day use of the product, except for those who choose to purchase Salesforce, Service, or CRM licenses for their Pardot users to begin using the Pardot Lightning App.
Do integrated technologies need to update their OAuth method?
Summary: All integrated technologies will need to update their OAuth method to meet the security standards. Meaning that if you have integrations to Pardot your software vendor will need to make this new authentication method available by updating the connector authentication method.
I got an Insufficient Privileges Notice in Salesforce!
Depending on your Salesforce settings, you may need to make the Visualforce elements viewable by various user profiles. If you are experiencing an 'insufficient privileges' message within Salesforce, you should first try checking your Visualforce Pages settings. See Checking Salesforce Security Settings for Visualforce Pages for instructions.
Sandbox versus Production
If you have checked the sandbox option on the Salesforce connector options, and you are trying to connect to a production account, the connector will not verify. The opposite is also true.
I just created a new custom field and mapped it to its Salesforce equivalent but the values aren't populating on my prospects!
Creating a field in Pardot and mapping it to a field in Salesforce that has preexisting values won't trigger a sync of your prospects. A sync is required to pull those values from Salesforce into Pardot.
My de-duplication management is preventing some prospects from syncing!
The connector user is subject to validation rules and duplication rules in Salesforce like any other user. If Pardot creates what Salesforce thinks is a duplicate record, you may get a sync error. You can manually view and correct prospects by checking your sync queue for errors in Pardot.
Must Install the Pardot Package Error
When attempting to verify the Salesforce connector, you may get an error like this one: Before you can create a Salesforce connector, you must install the Pardot package in the Salesforce Org to which you are connecting. Please see our Knowledge Base article on installing the Pardot package
Incorrect URL
Contact Pardot support to change the connector login URL from login.salesforce.com to test.salesforce.com if you switched a V1 connector from Production to Sandbox and vice versa as this does not update automatically.
V2 Connector Can't be Unpaused
If Connector V2 is stuck as 'Verification in Progress' and cannot be unpaused, this suggests there is a missing step or an issue with provisioning. See article for additional troubleshooting tips.
What Will Happen for Customers that Rely on Pardot-Only Logins?
Because of the reasons listed above, I think there’s a strong case to be made for migrating all Pardot users to Salesforce SSO users ASAP. Still, there may be some customers that want Pardot-only access — if only just because they’re used to it working that way.
What happens if you have zero Salesforce logins?
If you have zero Sales Cloud logins (i.e. you’re a very old legacy, non-Salesforce customer), the Salesforce team will be reaching out about a transition plan.
Does Pardot require Salesforce?
While Pardot does offer additional functionality to Salesforce users with a full Sales or Service Cloud license , Pardot is not going to start requiring one of these license s.
Does Salesforce require a license?
No. While Sales Cloud and Service Cloud licenses do have a per-user cost, Pardot will not require that all users have one of theses licenses to continue using Pardot. As part of this change, Salesforce Identity licenses will be bundled into your Salesforce org at no additional cost and can be assigned to users who do not need a full Sales or Service Cloud license.
Can you use Salesforce SSO but only access Pardot?
In short: Salesforce will give you some courtesy / “freebie” licenses that allow you to use Salesforce SSO but only access Pardot. More details on this were shared in the Pardot User Migration Knowledge Article as well.
Does Pardot need a license?
To support customers with Pardot-only users who do not need a full Salesforce license, Pardot will be bundling Salesforce Identity licenses with all Pardot editions. The exact number of bundled licenses is still being finalized, but it will cover the needs of nearly all Pardot customers.
Does Pardot have a sales cloud?
Most, if not all, of the exciting features released in the last year plus have been new functionality for Pardot built in Sales Cloud. Sales Cloud access is needed for Connected Campaigns, Campaign Influence reporting, Pardot Business Units, B2B Marketing Analytics, and the new Lightning Email Builder, among other features.
