Hello,
We would like to further explore the possibility of replacing the current B2BMA Integration User / Account Engagement Integration User with a custom connector user, while keeping the current Account Engagement Growth edition.
The goal is to ensure that only Leads and Contacts that meet a specific Salesforce criterion, for example a custom flag, are synchronized into Account Engagement. The idea would therefore be to use permissions, sharing rules, and record visibility so that the custom connector user can only see the records that should be included in the marketing scope.
In particular, we would like to understand:
- whether this configuration is supported with Connector V2;
- whether the connector effectively synchronizes only the Leads and Contacts visible to the custom connector user;
- whether this selective visibility can be achieved through sharing rules based on a custom flag;
- what happens to a Prospect that has already been synchronized if the corresponding Lead/Contact later becomes no longer visible to the connector user because the flag is removed or a sharing rule changes;
- whether the Prospect remains in Account Engagement, simply stops syncing, or requires manual intervention;
- what happens if the record becomes visible again later: whether synchronization resumes correctly with the same Prospect or whether there is a risk of duplication;
- whether switching from the current B2BMA Integration User to a custom connector user could have any impact on already synchronized Prospects or on the existing connector configuration;
- whether there are any risks or limitations related to field sync, Connected Campaigns, Campaign Member Sync, user sync, ownership, tasks, or other connector-related functionality.
The goal is to understand whether a custom connector user with restricted visibility could represent a sustainable solution for achieving selective synchronization without upgrading the edition.
Thank you
#Pardot B2b Marketing Automation
Yes — a custom connector user is supported on Connector v2, and the connector syncs exactly the set of Leads/Contacts that user can see, so restricting its record visibility (role + sharing) does scope what syncs. But for "sync only records where a flag = true", the purpose-built and much lower-maintenance tool is Marketing Data Sharing (MDS) — a field-based rule you set in Salesforce (Account Engagement setup) — rather than engineering sharing rules around the connector user. Common pattern: custom user for the security/permission posture, MDS for the actual selection criterion.
On a record later falling out of scope (flag removed / sharing changes): an already-synced Prospect is NOT deleted — it just stops syncing and stays in Account Engagement with its last values (no manual step needed). If it qualifies again, syncing resumes and re-matches the SAME Prospect by its CRM record id, so you don't get a duplicate. Switching the connector user from B2BMA to a custom user likewise doesn't touch existing Prospects — it only changes sync scope going forward. One caveat: while out of scope a Prospect silently stops receiving updates, so design the flag so records don't churn in/out unintentionally.
If this helps, please mark it as the Best Answer so it helps the next person — thanks 🙂
