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A
Anonymous
October 6, 2016
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Switching SalesForc Sync user email address

  • October 6, 2016
  • 2 replies
  • 5592 views

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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Best answer by Josh_Hill13

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.

2 replies

A
Anonymous
October 7, 2016

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.

Grégoire_Miche2
Grégoire_Miche2
New Participant
October 7, 2016

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

-Greg

Grégoire_Miche2
Grégoire_Miche2
New Participant
October 6, 2016

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

A
Anonymous
October 6, 2016

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

Josh_Hill13
Josh_Hill13Accepted solution
New Participant
October 6, 2016

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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