Re: SF Dedicated Profile and SF User Account

Anonymous
Not applicable

SF Dedicated Profile and SF User Account

Brand new to Marketo and in the process of syncing with our Salesforce.  We are a small firm with two Salesforce users, myself the system administrator and another user that performs our marketing.  When I create the dedicated profile, should I set the profile up as a system administrator or standard user?  When I move onto create the Salesforce user account, is it possible to have myself as the user account assigned to the profile, or should I add a new dedicated Marketo user?  As I noted, we have two paid users.  If possible, I would like to avoid adding another user to our Salesforce agreement.

Thanks

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Josh_Hill13
Level 10 - Champion Alumni

Re: SF Dedicated Profile and SF User Account

Please see the docs. Do a search here too as there are more details.

It is preferred to have a separate User because you can better troubleshoot and contain changes Marketo makes.

You would then create a Profile and give the Marketo User access to just what you want.

I would be loath to allow Marketo User Sysadmin access as a security risk, but I've seen people do this.