Spotted a task that needs completing, or unearthed a problem in your technical setup and integration? Here are some helpful blogs and resources: • Everything You Need to Know About Pardot Connectors • The Most Common Salesforce Pardot Integration Mistakes to Avoid • Pardot Connected Campaigns • The Pardot Business Units Implementation Guide • The Ins and Outs of Pardot and Salesforce Integration • Pardot Business Units: What You Need to Know • How to Use Marketing Data Sharing in Pardot & Salesforce User configuration When certain users aren’t privy to data they should be because of setup issues, or there are errors with your lead assignment, it impacts directly on ROI. As part of the Spring ‘21 release, Pardot-only users were retired and all users had to be set up via Salesforce. This update forced existing Admins to reconfigure their user setup with single-sign on (SSO) and Salesforce user licenses. If you didn’t review your users’ permissions, automated notifications, lead assignment, etc. during the forced reconfiguration in 2021, or your Pardot account has been created since, it’s a good idea to jump in and check everything. • Salesforce user profiles have the correct permissions. • An ‘Integration User’ exists in case changes are made to the Pardot Connector user. • Salesforce User Sync is enabled. • Users or User Groups are assigned the correct prospects • Salesforce profiles are correctly mapped to Pardot roles. and leads. • Inactive users are archived. • User notification emails are set up for prospect activity. 7 marcloudconsulting.com