Salesforce Basics • User Sync
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 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.