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
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.