Differences between V1 and V2 Connectors
Posted: Sun Dec 22, 2024 6:09 am
Unlike the V1 Connector, V2 is way easier to set up. For more details, here you can find everything you need to know about Pardot Connectors.
The V1 Connector uses one of your existing Salesforce User Licences, whereas the V2 Connector comes with its own integration user (called B2BMA Integration’), which has the correct permissions to integrate Pardot with Salesforce. This is pretty amazing, and on top of that, using the Pardot integration user means that there is no risk of breaking the connection between Pardot and Salesforce if changes are made to the Connector User. There is also no need to use up one of your dedicated Salesforce licences.
Another downside of the V1 Connector is that if you number phone cambodia ever change data visibility for your Connector User, it will impact the data flow between Pardot and Salesforce. This is where the V2 comes in handy by introducing Marketing Data Sharing. You will have better control over records as they sync based on criteria defined by you.
When starting the V1 Connector, it’s basically in an inactive state, which means you have to import data to trigger the initial sync. The V2 Connector starts in a paused state, which means all you have to do is unpause it for the data to start flowing.
V2 Connector also allows you to pause prospect and custom object syncing to make configuration or data changes, which was previously not an option with V1.
Metadata can be refreshed on demand with the V2 Connector. For example, if we create a new custom object in Salesforce and map it to Pardot, it can now sync instantly.
It also gives you the option to change which business unit you are working on with Pardot Business Unit Switcher’. This is available only with V2 Connector and it’s not supported by V1.
Upgrading to V2 of the Salesforce-Pardot Connector
Pardot has simplified the upgrade process significantly but, like with any changes you make in Pardot, you need to review the impact before taking action.
Here are the most important points to consider before upgrading:
Be 100% sure you want to upgrade, as you cannot reverse this process. Once the V2 upgrade is updated, there is no reverting back to the V1 Connector. V2 inherits the V1 Connector settings.
Make sure your Pardot account is connected to the proper Salesforce org, otherwise you won’t be able to go back and change it.
It’s important to decide whether you are going to use the existing Connector User, or the Pardot Integration User. If you opt to use your existing Connector User, they must be added to the Pardot_to_SF_Integration_Secure_Connected_App before completing the upgrade.
The new Integration User comes with multiple permissions, allowing the V2 Connector to be created in a paused state while the connector status is set to Upgrading’. This gives you the opportunity to set up Marketing Data Sharing to avoid unwanted record sync. When Marketing Data Sharing is configured, you will need to unpause the connector to allow syncing. We can also use Marketing Data Sharing to create rules for syncing a subset of leads, contacts, opportunities and custom objects.
Once the upgrade is complete, the connector’s status will display a tick mark, and the user who started the upgrade will receive a notification to confirm that the upgrade process is complete.
Please notice that after the upgrade, you will not be able to unarchive the V1 Connector in the Pardot Recycle Bin.
Navigate to Admin > Connectors
Screenshot of admin connectors screen in salesfoce - Pardot V2 Connector
If using the existing Connector User, they must be added to the Pardot_to_SF_Integration_Secure_Connected_App’ before the upgrade.
If using the Pardot Integration User, a system admin or a user with Modify All Data’ or Customise Application’ permissions must authenticate to start the upgrade.
If you need any help with upgrading to the Pardot V2 Connector, feel free to get in touch with the team here at MarCloud Consulting. We do this kind of thing day in, day out so we can make sure you upgrade without any hiccups.
The V1 Connector uses one of your existing Salesforce User Licences, whereas the V2 Connector comes with its own integration user (called B2BMA Integration’), which has the correct permissions to integrate Pardot with Salesforce. This is pretty amazing, and on top of that, using the Pardot integration user means that there is no risk of breaking the connection between Pardot and Salesforce if changes are made to the Connector User. There is also no need to use up one of your dedicated Salesforce licences.
Another downside of the V1 Connector is that if you number phone cambodia ever change data visibility for your Connector User, it will impact the data flow between Pardot and Salesforce. This is where the V2 comes in handy by introducing Marketing Data Sharing. You will have better control over records as they sync based on criteria defined by you.
When starting the V1 Connector, it’s basically in an inactive state, which means you have to import data to trigger the initial sync. The V2 Connector starts in a paused state, which means all you have to do is unpause it for the data to start flowing.
V2 Connector also allows you to pause prospect and custom object syncing to make configuration or data changes, which was previously not an option with V1.
Metadata can be refreshed on demand with the V2 Connector. For example, if we create a new custom object in Salesforce and map it to Pardot, it can now sync instantly.
It also gives you the option to change which business unit you are working on with Pardot Business Unit Switcher’. This is available only with V2 Connector and it’s not supported by V1.
Upgrading to V2 of the Salesforce-Pardot Connector
Pardot has simplified the upgrade process significantly but, like with any changes you make in Pardot, you need to review the impact before taking action.
Here are the most important points to consider before upgrading:
Be 100% sure you want to upgrade, as you cannot reverse this process. Once the V2 upgrade is updated, there is no reverting back to the V1 Connector. V2 inherits the V1 Connector settings.
Make sure your Pardot account is connected to the proper Salesforce org, otherwise you won’t be able to go back and change it.
It’s important to decide whether you are going to use the existing Connector User, or the Pardot Integration User. If you opt to use your existing Connector User, they must be added to the Pardot_to_SF_Integration_Secure_Connected_App before completing the upgrade.
The new Integration User comes with multiple permissions, allowing the V2 Connector to be created in a paused state while the connector status is set to Upgrading’. This gives you the opportunity to set up Marketing Data Sharing to avoid unwanted record sync. When Marketing Data Sharing is configured, you will need to unpause the connector to allow syncing. We can also use Marketing Data Sharing to create rules for syncing a subset of leads, contacts, opportunities and custom objects.
Once the upgrade is complete, the connector’s status will display a tick mark, and the user who started the upgrade will receive a notification to confirm that the upgrade process is complete.
Please notice that after the upgrade, you will not be able to unarchive the V1 Connector in the Pardot Recycle Bin.
Navigate to Admin > Connectors
Screenshot of admin connectors screen in salesfoce - Pardot V2 Connector
If using the existing Connector User, they must be added to the Pardot_to_SF_Integration_Secure_Connected_App’ before the upgrade.
If using the Pardot Integration User, a system admin or a user with Modify All Data’ or Customise Application’ permissions must authenticate to start the upgrade.
If you need any help with upgrading to the Pardot V2 Connector, feel free to get in touch with the team here at MarCloud Consulting. We do this kind of thing day in, day out so we can make sure you upgrade without any hiccups.