Administration11% of the exam
Salesforce connector v2, sync errors and app access
How Account Engagement connects to Salesforce: connector v1 versus v2, the integration user, pausing sync, business units and Marketing Data Sharing, sync error categories and fixes, and which app, licence and role a user needs.
Explain the relationship between Account Engagement and Salesforce.
~8 min read · 14 practice questions ·
What the exam expects
- Compare Salesforce connector v1 and v2 and state what the upgrade changes permanently.
- Say how records are created in each system: assigned prospects, the automatic prospect creation setting, and importing existing leads and contacts.
- Choose between the integration user and an existing connector user, including with Marketing Data Sharing, and know when to pause syncing.
- Explain business units, Salesforce User Sync and the Business Unit Switcher.
- Classify a prospect sync error (data formatting, access, process alignment, customization) and plan the fix.
- Pick the right access path: Lightning App, standalone pi.pardot.com, permission set license and default user roles; name what Sales Emails and Alerts and Connected Campaigns add.
- Key terms: connector user (the licensed Salesforce user a connector syncs as); integration user (the automatically provisioned, licence-free sync user); pause sync (a v2 temporary stop of most syncing); Marketing Data Sharing (rules that sync a subset of records to a business unit); sync error (a prospect that failed to sync, originating in Salesforce).
Key facts
Upgrade to v2
- Detail
- Not reversible; connected org can't change afterwards
New business units
- Detail
- Created with a v2 connector, in a paused state
v1 metadata refresh
- Detail
- Background process every 4 hours; v2 refreshes on demand
Integration user licence and login
- Detail
- No standard licence, no password, can't log in
Still syncing while paused
- Detail
- Campaign, User and Metadata
Business Unit Switcher
- Detail
- Requires connector v2 and Salesforce User Sync
One lead or contact
- Detail
- Syncs with a prospect in one business unit only
Existing leads and contacts
- Detail
- Not made into prospects by the connector; import them
Clearing a sync error
- Detail
- Only after the cause is resolved
Pardot Classic app
- Detail
- Retired October 17, 2022; pi.pardot.com remains
Default user roles
- Detail
- Four, and they can't be edited
Sources for this section (8)
- Upgrading to Connector v2help.salesforce.com (opens in a new tab)
- Managing Multiple Business Unitshelp.salesforce.com (opens in a new tab)
- Integration Userhelp.salesforce.com (opens in a new tab)
- Pause the Connector v2help.salesforce.com (opens in a new tab)
- Initial Prospect Synchelp.salesforce.com (opens in a new tab)
- Common Prospect Sync Errorshelp.salesforce.com (opens in a new tab)
- Classic App Retirement FAQhelp.salesforce.com (opens in a new tab)
- Default User Roleshelp.salesforce.com (opens in a new tab)
- Why can't anyone sign in as the B2BMA Integration user?
- When does a v2 upgrade show the status Upgrading?
- Why shouldn't two business units both read the same contact?
- Which default role sees only its own assigned prospects?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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