Hi Community,
I have a question about the "notify user" option in an engagement studio in pardot (MAE). In our instance we enabled the user sync. I already had an existing user in Salesforce which I was using for notify user option in Pardot. Now this user was deleted. Now I was wondering if I create a user, but do not use an existing user in Salesforce and just a different email address (but I get the error message that the CRM user name is not existing in Salesforce, ut i can save the user) this option is still working and notifying or not and i do need to create a salesforce user first which is then syncing with the pardot user? Very happy for any support and help on this. Thanks in advance!
Best,
Luisa
fyi @Giacomo Ferrari
Hi Janna,
Please create the user in CRM then add the newly created user to the marketing/sales setup of the business unit, it will automatically create the user record in Pardot then you can use that record in notify user action.