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Salesforce recommends using a dedicated “Integration User” for third-party integrations rather than connecting with a personal admin account. This provides better security, clearer audit trails, and ensures the integration won’t break if someone leaves your organization. However, Conversion allows you to integrate with an admin user for organizations that prefer this configuration. The setup process takes about 5-10 minutes.

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Prerequisites

Before you begin, make sure you have:
  • Salesforce Edition: Enterprise, Unlimited, or Developer Edition (Professional Edition requires an API access add-on)
  • Salesforce Permissions: System Administrator access
  • Conversion Account: Admin access to your Conversion workspace

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Update the User

1

Update the admin user's role in Salesforce

  1. Navigate to Setup Users Users
  2. Click on the admin user you’ll be integrating with
  3. Check the Marketing User box (to enable Campaign syncing) Screenshot 2026 02 10 At 5 48 20 PM
  4. Click Save

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Install the Salesforce Package

Conversion uses a managed package to enable secure communication with your Salesforce organization. This package must be installed before you can connect.
The person installing the package needs the Download AppExchange Packages permission in Salesforce. This is typically enabled for system administrators.
1

Start the installation

Click the link below to open the Salesforce package installer:Package for production instances:

Install Conversion Production Package

Opens the Salesforce package installation page
You’ll see a page asking which users should have access to the package:
Salesforce package installation page
2

Complete the installation

  1. Select Install for All Users
  2. Check the box to acknowledge the third-party access agreement
  3. Click Install
Package installation complete
Installation typically completes within a few minutes. You’ll see a confirmation screen when it’s done.
If the installation takes longer than expected, Salesforce will email you when it completes. You can safely close the tab and check back later.

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Connect Conversion to Salesforce

With the package installed, you can now authorize the connection.
1

Navigate to integrations

  1. Log in to your Conversion workspace
  2. Go to Settings Syncing
  3. Find Salesforce and click Connect
2

Authorize with Salesforce

A Salesforce login window will appear. Log in with your admin user credentials.
3

Wait for the initial sync

After granting the requested permissions, Conversion automatically begins syncing your Salesforce data.The initial sync imports all your existing records and may take anywhere from a few minutes to several hours depending on your data volume. You can monitor progress in Settings Syncing.