With the end of Pardot-only logins, coming February 15th 2021 (this is the date provided so far), users who are not enabled with Salesforce SSO (Single Sign On) will lose their ability to log into Pardot. Fear not, we have a solution for you!
Hollie Fitzpatrick
Hollie Fitzpatrick
3 mins
3D eBook cover with text A Guide to Salesforce Marketing ToolsFree ResourceDownload now
We know that many applications don’t have a direct connection to Pardot, so integration tools, such as Zapier, Tray.io and ThinkAutomation, are often used to bridge this gap.
These are usually created by Pardot-only users and that is how the data flows.
Yet with the end of Pardot-only logins, coming February 15th 2021 (this is the date provided so far), users who are not enabled with Salesforce SSO (Single Sign On) will lose their ability to log into Pardot.
If you're worried you may lose your access, fear not, as we have the solution for you!
Ensuring APIs Are Still Accessible With Salesforce SSO:
How to retain API access with Salesforce SSO
Set up a Salesforce user
Ensure the User is in Pardot
Create the Salesforce Connected App
Get the Pardot Business Unit
How to retain API access with Salesforce SSO
To ensure your API integration is still accessible. You can choose to create either:
Single Salesforce User with multiple Connected Apps (one for each integration).
Single Connected App with multiple Salesforce Users (one for each integration).
We suggest utilising a Single Connected App with multiple Salesforce Users.
Due to the change to Salesforce SSO, Pardot have provided an additional 100 free CRM identify licenses which means you can do this without taking up any key licenses.
This option also means that we are creating a direct ecuador phone number example connection between the Pardot user and the app e.g. Tray.io, and allows Pardot admins to easily identify which API connection made changes to Pardot if an issue ever arises.
There are a couple of steps to follow, but they are imperative to retain access!
Set up a Salesforce user
1. Navigate to Set up, use the Quick Find search to find Users and click New User.
2. Name the user (e.g. Zapier) as we want to align this with the purpose of the app.
3. Select Identity User Licence. (If you pick another license by mistake, you can’t downgrade the license to Identity.)
Screenshot of the set up for a Salesforce user
4. Save the new user.
5. Activate the account from the email from Salesforce.
Then you’ll need to generate a security token: