How B2B marketers can prepare for the Salesforce Pardot-only users update

By: Pamela Stewart
Share:

On June 15th 2020, Salesforce announced they will be rolling out an update that will affect companies that have Pardot-only users. Starting Spring 2021, Salesforce will be removing all Pardot-only users, which means these accounts will no longer have login access through their Pardot username and password. This also includes all Pardot API integrations. Moving forward all users must sign into Pardot using Single Sign On (SSO). 

B2B Business B2B Marketers Salesforce Pardot-Only Users Update Single Sign OnWhile no action is required until August 2020 (as this is when Salesforce will be providing all Salesforce customers with a bundle of free Identity Licenses to help with a smooth transition) there are several pieces of information crucial to understanding how this update will affect your B2B business. 

Below we’ve outlined what work is necessary so your company is ready for the Pardot user authentication discontinuation in Spring 2021.

 

What this Pardot update means for companies that have Pardot-only users

Most Pardot customers will be impacted by this update by varying degrees. The size of impact will depend on a couple of factors, including the number of Pardot-Only users in the system and the number of Pardot API integrations.

– All Pardot users will need to be mapped to a Salesforce User. This can be done by either manually mapping the Users to a CRM User in Pardot and enabling SSO or by utilizing Pardot’s User Sync feature. 

– All API integrations into Pardot will need to be updated to use Salesforce Connected Apps. Further details will be coming with the Summer 2020 release this July.

– If you’re utilizing the WordPress Pardot plug-in, this will also be updated using Salesforce authentication instead of Pardot. More details on this update will be coming soon with ample time for companies to make the transition. 

 

Why is Salesforce issuing this update?

Salesforce’s security is more robust than Pardot, so rather than updating Pardot’s security, Pardot will be integrated into Salesforce so all customers have access to heightened security and features such as:

– Salesforce authentication features: push notifications, two-word phrase configuration, geo-based auto approvals

Lightning login

– Custom password policies

– Login hours

This update will also encourage companies to begin using the Pardot Lightning App, which will give customers access to the latest Pardot features including: analytics, Pardot Multiple Business Units, engagement history features, a new email builder (coming soon), and numerous other upcoming updates.

 

How this update will roll out and how businesses will be affected 

For this transition, Salesforce will be including a bundle of Identity Licenses for all Pardot Salesforce customers at no additional cost. The number of licenses included will cover 100% of the majority of customer needs. If additional Identity Licences are required, they will be available and priced at $5/month.

Salesforce Pardot Pricing
It’s important to note that Pardot’s pricing model will not be changing. It will remain as a database size pricing model.

 

Not sure where to get started with the Pardot-only users update? Our team of MarTech experts can guide you through this important transition. Learn more here.

 

What work is involved in this update

1) Identify Pardot-only users

B2B companies will have to begin by identifying how many Pardot-only users they have who are currently logging in solely through a Pardot username and password, and migrate them to a SSO User.

Types of Pardot user configurations:

Salesforce Pardot User configurations

Pardot-only: Users that have a Pardot username and password with no connection to a Salesforce user.

Pardot + Salesforce SSO: Users that have both a Pardot username and password mapped to a Salesforce user. They can access Pardot by using their Pardot credentials or their Salesforce SSO.

Salesforce SSO-only: Users that have been setup from day one as a SSO Pardot User (manually or through Pardot User Sync) and do not have a Pardot username and password.

It can be a difficult task to identify which users are still using Pardot credentials to get into Pardot. For that reason, in Winter 2020, Salesforce will be releasing a reporting capability so customers can evaluate how users are accessing Pardot and watch this user activity as Spring 2021 approaches. As with any future updates announcements, it’s important to note the Salesforce’s Safe Harbour Forward-Looking Statement.

2) Transition the Pardot-Only Users to SSO

Once the Pardot-only users are identified you’ll need to decide if you will enable User Sync or manually map these users via the SSO option. Brainrider highly recommends enabling User Sync. A number of updates are coming in Summer 2020’s release that will make this so much easier and more flexible.

User Sync improvements

Companies will have additional options for setting up User Sync on top of the already existing profile mapping. This will help many B2B companies transition to User Sync. Coming summer 2020, customers will have the option to map Pardot User access by the individual user, the Salesforce role, and/or Salesforce public groups. Please refer to their release notes for more information. 

User Sync management will be moving user assignment into Salesforce Setup to allow Pardot admins better visibility and control into which users have access to which Pardot Business Units. 

To utilize these new updates you will need to upgrade to the Pardot V2 connector, another update coming in this Summer 2020 release. This update is an important one, especially for customers utilizing multiple Pardot Business Units. Please see their release notes for more information. 

3) Update API integrations

Migrate and update all API integrations from Pardot to Salesforce Connected Apps. You will likely want to lean on your Salesforce developer or an agency partner well-versed with your Salesforce set-up as this will require some technical expertise.

We hope this guide helped provide some clarity on where you should get started with this Pardot update and the components required for your business before Spring 2021. 

Have more questions about the Pardot-only users update? Brainrider can help. We’ve been a Salesforce partner for over a decade, helping hundreds of large-scale, complex B2B businesses with their Salesforce and Pardot instances. Get in touch with a Martech expert here.
.

Additional resources:

Not sure if Pardot Multiple Business Units are right for your business? This quick guide covers pros and cons, requirements, and tips to help you decide. Read here. 


About Brainrider

Brainrider is a B2B marketing and creative agency. We help clients hit KPIs by providing B2B marketing execution services through an on-site & off-site resourcing model to fill capacity and capability gaps. We’re focused on helping you achieve your business objectives and identifying opportunities for continuous improvement so you’ll always stay ahead of the curve. Get in touch here.

Pamela Stewart

Pamela Stewart

Director of Marketing Operations

Pamela Stewart leads the Brainrider MarTech team as the Director of Marketing Operations, helping a wide range of enterprise technology and business services clients. She is a technical, strategic, results driven marketer with 12+ years experience in pipeline marketing and MarTech system integrations.