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There are some related threads on this, please search. Also make sure to review the setup process again.
You have the right idea, but not quite.
- Create the user (done)
- make sure the User Profile and permissions match your Director's profile or make it better. If the User cannot see data, no sync will occur.
- You don't need to transfer record ownership at this stage. The Marketo User shouldn't own anyone. Better to transfer the ownership to a Queue or something after the sync is restored. Of course, this depends a bit on your process.
- Disable sync in Admin
- Change user
- Restore Sync
- Test records both ways and with all objects.
- if you encounter errors, you should probably adjust permissions. That's the #1 cause of sync problems.
Remember to do this on a Friday that's quiet. Keep in mind that while data will update after the Sync is restored, Tasks will not if they were queued up.
Thanks for your breakdown of the steps I need to take, Josh! I checked other posts on this topic but couldn't find an example that hit the nail right on the head for my exact scenario, and I'm not very familiar with the order in which I would need to execute the various steps to ensure a seamless sync. I'll be executing this tomorrow afternoon and will let you know if I encounter any issues.