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Switching SalesForc Sync user email address

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Anonymous
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Switching SalesForc Sync user email address

Hoping someone can shed some light on the impacts of changing our Salesforce sync user email address incase my plan breaks everything.

When we set up our sync I was set-up in Salesforce as the Sync user with my own email address being used. However I am leaving the company soon and as such I was going to set up a new email address which would be something like sync@company.com for the sync user profile to use.

If I create this I am planning on literally switching the email addresses in the Sync User profile- would there be any reason why this would cause any issues?

Any advice would be great!

Jenny

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Level 10 - Champion Alumni

Re: Switching SalesForc Sync user email address

Having done this before:

  • Create new User in SFDC "marketo.user@yourfirm.com"
  • provide it the same Profile and rights as your current user. As noted, if you fail to do this, things will break. Check the sync docs for more help.
  • run some tests against key data parts.
  • schedule time on Friday evening to make the switch
  • Note all the existing User's info
  • Gather the new user's security token and password.
  • Pause the sync
  • edit the user credentials
  • save
  • test records to and from Marketo and watch Notifications
  • if anything breaks, roll back the user.

Now, you could always ask IT to make your email address an alias to go to another person or to be used as that system user forever. Not super ideal, but probably easier.

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Re: Switching SalesForc Sync user email address

Hi Jennifer,

You are not changing he user email address, you are changing the user ID. This means you are changing the user itself.

If the new user has the same rights as you have, there is no impact. for instance, this is the case if you are both admins or have extensive rights (view all, edit all) on lead, contact, accounts, opportunities, campaigns, campaign members, activities, as well as any custom objects you may have sync'ed.

But if it is not the case, this might raise some serious issues as some records or some fields may stop syncing, because you new SFC sync user cannot access this info in SFDC any more.

-Greg

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Anonymous
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Re: Switching SalesForc Sync user email address

Hi Jenny

I completely agree with Greg here. Also as a best practice one should not use the individual SFDC user, instead make a API user (Sync User), which should be independent of individual person. This kind of issue will not be there.

Kapil

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Level 10 - Champion Alumni

Re: Switching SalesForc Sync user email address

Having done this before:

  • Create new User in SFDC "marketo.user@yourfirm.com"
  • provide it the same Profile and rights as your current user. As noted, if you fail to do this, things will break. Check the sync docs for more help.
  • run some tests against key data parts.
  • schedule time on Friday evening to make the switch
  • Note all the existing User's info
  • Gather the new user's security token and password.
  • Pause the sync
  • edit the user credentials
  • save
  • test records to and from Marketo and watch Notifications
  • if anything breaks, roll back the user.

Now, you could always ask IT to make your email address an alias to go to another person or to be used as that system user forever. Not super ideal, but probably easier.

View solution in original post

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Re: Switching SalesForc Sync user email address

Hi Josh,

One preliminary check:

  • connect to SFDC with the previous user and the new one and run reports on leads, contacts accounts, campaigns and opportunities, and count the number of results. It should be the same.

Also please keep in mind that having the same role and profile for 2 users in SFDC does not guarantee that they can both edit or view the same records. When 2 users are siblings in the same SFDC role, they will share their records only if the sharing rules enable it.

-Greg

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Level 2

Re: Switching SalesForc Sync user email address

What if you were changing the email address only. For example, I already have an API user set up- I want to change the email address of that same user from "Marketo@mydomain.com" to "Marketo2@mydomain.com"

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Re: Switching SalesForc Sync user email address

Already answered in you other thread. Modifying Marketo Synch User

-Greg

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Anonymous
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Re: Switching SalesForc Sync user email address

Thanks all! I'm very glad I didn't just switch the email in that case.

I'll give it a try later today to see how it goes.

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Re: Switching SalesForc Sync user email address

Last point, in case of problem, you can still revert to the previous users (yours). Just do not wait too long.

-Greg