Hi - when we set up sync, we were told we should have a dedicated SFDC license, but for the life of me I can't figure out what the reason is. We ended up using my boss's seat as he rarely uses it, but he occasionally does and then forgets his password and thus my sync is hosed.
I do have a SFDC license with full admin privledges but basically use it for back-end admin stuff and reporting. I don't work any leads or opportunities, so that wouldn't be an issue. Any reasons anyone can think of that my account shouldn't be used as the sync account?
Salesforce now provides 5 free integration user licenses as of March 2023
I'm trying to find someone who's successfully linked it to Marketo using this new license. (saves a dedicated user license!)
I've successfully done this. We've been successfully using a standard user with all of the required permissions in a permission set for the past 6 months. Recently, in order to save on full licenses, I've been reviewing the Minimum Access - API Only Integrations profile. I've been successful in making the switch over, but noting that one permission that isn't directly stated anywhere as needed is the "Access Activities" permission. Make sure this is set; otherwise you will likely receive the sync error with Tasks.