Because of Salesforce security restrictions, an admin must manually configure your connector user’s permissions for Salesforce standard objects. These objects aren’t covered by the Pardot Connector User permission set. This step applies only to Account Engagement business units with Salesforce connector v1, or business units using Marketing Data Sharing.
Note
Pardot is now known as Marketing Cloud Account
Engagement. We wish we could snap our fingers to update the
name everywhere, but you can expect to see the previous name
in a few places until we replace it, including in the app
itself.
The Account Engagement connector user needs these permissions for these standard objects. How you apply these permissions is up to you. For more information about permissions, see the User Permissions documentation.
| Object Name | Object Permissions | Field Permissions |
|---|---|---|
| Accounts | View All Records | All standard and custom fields syncing with Account Engagement |
| Campaigns | Create/Edit/Read/View All Records | All standard and custom fields syncing with Account Engagement |
| CampaignMember | Create/Read/Edit | All standard and custom fields syncing with Account Engagement |
| Contacts | Create/Edit/Read/View All Records/Modify All Records | All standard and custom fields syncing with Account Engagement |
| Leads | Create/Edit/Read/View All Records/Modify All Records | All standard and custom fields syncing with Account Engagement |
| ObjectChangeLogs | View All Records/Modify All Records | All |
| Opportunity | View All Records | All standard and custom fields syncing with Account Engagement |
| Task | Edit Tasks | All standard and custom fields syncing with Account Engagement |
| Users | View All Users | All standard and custom fields syncing with Account Engagement |
Note To streamline future troubleshooting assign the View Setup and Configuration to your
connector user.