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Get the free Pardot User Migration Admin Guide - Salesforce

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Salesforce Enterprise Edition Upgrade Guide Salesforce, Spring 21 salesforcedocs Last updated: February 11, 2021, Copyright 20002020 salesforce.com, inc. All rights reserved. Salesforce is a registered
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How to fill out pardot user migration admin

01
Log in to your Pardot account as an Administrator.
02
Navigate to 'Admin' in the top navigation menu.
03
Under the 'Admin' menu, click on 'User Management'.
04
In the 'User Management' page, click on the 'Users' tab.
05
Locate the user you want to migrate to the admin role and click on their name.
06
In the user's details page, click on the 'Roles' tab.
07
Check the box next to 'Administrator' to assign the admin role to the user.
08
Click 'Save' to apply the changes.
09
Repeat steps 5-8 for each user you want to migrate to the admin role.

Who needs pardot user migration admin?

01
Pardot user migration admin is needed for companies or organizations using Pardot who need to assign administrative privileges to specific users. This is typically required for users who will be responsible for managing and configuring Pardot settings, creating and managing user accounts, and overseeing other administrative tasks within Pardot.
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Pardot user migration admin refers to the process of moving user accounts and their associated data from one Pardot account to another, particularly during system updates or merges.
Anyone who is responsible for overseeing the migration of user accounts within Pardot and ensuring compliance during the transition process is required to file the Pardot user migration admin.
To fill out the pardot user migration admin, gather the necessary user data, follow the provided template guidelines, and ensure all required fields are completed accurately before submission.
The purpose of the pardot user migration admin is to maintain and manage user access and data integrity during account migrations, ensuring a smooth transition and adherence to compliance standards.
The information required includes user IDs, email addresses, role assignments, and any relevant changes made during the migration process.
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