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This guide walks you through connecting Conversion to Salesforce using an integration user. The setup process takes about 15–30 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, or an admin who can create users and install packages
  • Conversion Account: Admin access to your Conversion workspace

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Setting Up an Integration User

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.

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Create the User

1

Create a new user in Salesforce

  1. Navigate to Setup Users Users
  2. Click New User
  3. Fill in the General Information (typically the information of an engineer or admin managing your integrations)
  4. For User License, select Salesforce Integration
  5. For Profile, select Minimum Access – API Only Integrations (or “Salesforce API Only System Integrations” if the former isn’t available)
  6. Check the Marketing User box (to enable Campaign syncing)
Screenshot 2026 01 27 At 11 58 48 AM
  1. Click Save
2

Enable API access for the user

  1. In Setup Users, click on the name of your new integration user
  2. Scroll to Permission Set License Assignments and click Edit Assignments Screenshot 2026 01 27 At 12 01 12 PM
  3. Find Salesforce API Integration and enable it Screenshot 2026 01 27 At 12 01 48 PM
  4. Click Save

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Assign Permissions

1

Create a permission set

  1. Navigate to Setup Users Permission Sets
  2. Click New
  3. Name it “Conversion Integration Permissions” Screenshot 2026 01 27 At 12 02 50 PM
  4. Click Save
2

Configure object permissions

Conversion interacts with several standard Salesforce objects. You’ll need to grant permissions for each one.In the newly created **“Conversion Integration Permissions” **permission set, go to Object Settings.Screenshot 2026 01 27 At 12 04 42 PMFor each object listed above:
  1. Select each object (ex. “Account”)
  2. Click Edit
  3. For Object Permissions, grant all access. For Field Permissions, grant Read Access and Edit Access Screenshot 2026 01 27 At 12 05 49 PM
  4. Click Save
For Tasks and Events, there is no “Modify All Records” permission available—grant all other listed permissions instead. Also ensure both Visible and Available checkboxes are enabled where they appear.Screenshot 2026 01 27 At 12 07 15 PM
3

Configure system permissions

  1. In the “Conversion Integration Permissions” permission set, go to System Permissions and click Edit Screenshot 2026 01 27 At 12 08 08 PM
  2. Enable the following permissions:
PermissionWhy it’s needed
API EnabledAllows Conversion to sync data via the Salesforce API
Customize ApplicationLets Conversion create custom fields in Salesforce when you create them in Conversion
View All UsersEnables task assignment to Salesforce users in Conversion workflows
  1. Click Save
Enabling “Customize Application” automatically enables “View Setup and Configuration” and “Manage Custom Permissions” as well.
4

Assign the permission set to your integration user

  1. In the **“Conversion Integration Permissions” **permission set, click Manage Assignments Add Assignment Screenshot 2026 01 27 At 12 10 42 PM
  2. Select your integration user
  3. Click Next Assign
Your integration user is now ready to use.

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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 a system administrator—not the integration user you created above.
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 and your integration user ready, 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 integration user credentials (not your personal admin account).
Make sure you log in with the integration user you created earlier. Using your personal admin account works but isn’t recommended for production use.
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.