Salesforce Pardot – Import User Sync Issue

Came across a “bug” with Salesforce Pardot yesterday while uploading new sales Users.

I’m writing this as a warning to other Pardot customers, and as a suggestion to Pardot. 

Suggestions:

  1. Change the User Import process to automatically dedupe existing Users.
  2. Add functionality so that Salesforce Users are automatically synced to Pardot Users, including User Role.

Here’s the sitch: 

I had a .csv of all of our Full License Salesforce.com Users that I needed to import to Pardot.

Pardot Users Menu Animation
Pardot Users Menu Animation

Once I selected the .csv file in the import window, and matched the correct fields for import, I finished the process, and clicked “Confirm and Save.”

A couple minutes later, when I got the email saying the import was completed, something crazy happened.

I lost Admin access to Pardot.

Unbeknownst to me, when I imported the .csv file, I indicated that the User Role should be Sales. Because I didn’t indicate the User Role in the original .csv, Pardot used “Sales” for all imported Users.

Pardot - Users Role
Where the mistake happened.

You might ask yourself, if I saw that under User Role, I’m specifically warned, “If the Role field is not mapped, all users imported will be assigned this role.” why did I continue to import?

Because, earlier in the process, Pardot specifically notes “Any users who already exist within Pardot will be skipped during the import process.” So, I thought, this is not going to affect any current User in Pardot.

pardot-users1b

I was wrong.

It took several hours for Pardot Support to provide me access back to the account. For those several hours, our team had no Admin access to our Pardot account. Yikes!

Today, everything is resolved and back to normal.

Here’s what YOU can do to help:

If you’re a Pardot customer, click on both links below and “upvote” the two ideas for this situation (or related situations).

http://ideas.pardot.com/forums/36996-ideas/suggestions/6425788

http://ideas.pardot.com/forums/36996-ideas/suggestions/7192608

Let’s make it clear to Pardot and Salesforce that we need to see greater connectivity between the two systems at a default, and not as a higher-priced add-on.

 

 

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