What user role must a Pardot user have in order to verify the Salesforce connector?

Verifying the Salesforce connector is a critical administrative task that establishes the data sync between Pardot (now Marketing Cloud Account Engagement) and Salesforce. This action is performed within the administrative settings of the Pardot account. The Pardot Administrator is the only standard user role with the necessary permissions to access and configure account-wide settings, including integrations and connectors. This role ensures that only authorized personnel can manage foundational system connections, maintaining data integrity and security.

A. Sales manager: This role is designed for managing sales teams and viewing reports, not for configuring system-level integrations like the Salesforce connector.

B. Sales: The Sales role has the most limited permissions, typically focused on accessing and managing assigned prospect records, and lacks administrative access.

C. Marketing: While this role has broad access to marketing assets and campaign management, it does not include permissions to manage or verify connectors.

1. Salesforce Help. "Account Engagement User Roles." Salesforce.com. Accessed October 26, 2023. In the "Default User Roles" table, the Administrator role is described as having access to "all settings, users, and prospect data," which includes the ability to "Administer connectors." The other roles (Marketing, Sales Manager, Sales) do not have this permission listed.

2. Salesforce Help. "Verify the Salesforce Connector for Account Engagement." Salesforce.com. Accessed October 26, 2023. The navigation path provided to verify the connector begins with "Open the Account Engagement Settings page and select Connectors," a section only accessible to users with the Administrator role. This procedural documentation implicitly confirms the required permission level.