How can I change the sync user?

Our integration requires an admin user in both Campaign Monitor and Salesforce. If one or both of those users change, you may need to update our sync settings.

Salesforce Sync User

This is the user against whom our sync will run in Salesforce. We recommend they have a system administrator profile. They will also need our full permission set—see this article.

To change the Salesforce Sync User;

1. The Salesforce user needs to click here to open the sync settings page.
2. Next to the Salesforce Sync User, click the icon.
3. A modal will appear to allow them to save the change.

Campaign Monitor user

The Campaign Monitor user allows us to access Campaign Monitor from Salesforce (via the Campaign Monitor tab).

Before you change this setting, please ensure the user belongs to the currently connected Campaign Monitor account and has full access to that account. 

From Salesforce: 

1. Open the CM Settings tab.
2. Next to the sync now button, click the drop-down menu
3. Click Reconnect to Campaign Monitor.
4. You can enter your new Campaign Monitor user details.

This screenshot also shows the steps above - https://b12.d.pr/alyJ1M

Only the authentication details will be removed from Salesforce when you reconnect using this method. All other settings will remain.

Agency model users, please note: When you reconnect your agency account, you must choose which clients to sync. Ensure you select the same clients as before. Any client not selected will be removed from Salesforce.