> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conversion.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Campaign Sync

> Connect Conversion campaigns to Salesforce campaigns to keep members and statuses in sync.

You can sync a Conversion campaign with a Salesforce campaign to keep members and their statuses aligned across both platforms. This connection can be set up when creating a campaign or added later.

## Sync options when creating a campaign

When creating a new campaign in Conversion, you have three options:

| Option                                      | Description                                                                                                                                |
| ------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| **No sync**                                 | The campaign exists only in Conversion. No Salesforce connection.                                                                          |
| **Sync to an existing Salesforce campaign** | Link the Conversion campaign to a Salesforce campaign that already exists. You can link to either active or inactive Salesforce campaigns. |
| **Create a new Salesforce campaign**        | Conversion creates a new campaign in Salesforce and keeps the two in sync going forward.                                                   |

## New Conversion campaign synced to a new Salesforce campaign

When you create a new Conversion campaign and choose to create a new Salesforce campaign:

* A new Salesforce campaign is created with the same name.
* Statuses are created in Salesforce based on the Conversion campaign type.
* The Salesforce campaign status is set to **Active**.

## New Conversion campaign linked to an existing Salesforce campaign

When you create a new Conversion campaign and link it to an existing Salesforce campaign:

* Members from the Salesforce campaign are synced into Conversion.
  * Only members that are contacts in Conversion are synced through.
  * If a member's status does not match an existing status in the Conversion campaign type, that member is set to the **default status** in Conversion.

## Existing Conversion campaign synced to a new Salesforce campaign

When you sync an existing Conversion campaign to a new Salesforce campaign:

* A new Salesforce campaign is created with the same name.
* Statuses are created in Salesforce based on the Conversion campaign type.
* Members (and their fields) in Conversion are synced through to Salesforce.

## Existing Conversion campaign synced to an existing Salesforce campaign

When you sync an existing Conversion campaign to an existing Salesforce campaign, a **two-way sync** runs.

### Salesforce members synced into Conversion

* Only members that are contacts in Conversion are synced through.
* If a member's status does not match an existing status in the Conversion campaign type, the status is set to the **default status** in Conversion.
* Status sync is two-way. On sync in, Conversion runs an `updated_at` check — the more recently updated value takes precedence.
* Member fields follow the [field mapping rules](/product-docs/sync/salesforce/syncing-out).

### Conversion members synced to Salesforce

* If a Conversion member is not already a lead or contact in Salesforce, it is skipped.
  <Note>
    Skipped members are not currently written to the sync logs.
  </Note>
* If a Conversion member's status does not exist in the Salesforce campaign's statuses, the member is created in Salesforce with the **default Salesforce status**.
* Member fields follow the [field mapping rules](/product-docs/sync/salesforce/syncing-out).

## Status sync behavior

<Info>
  Status sync is two-way, but **any change to a status in Conversion is always pushed out to Salesforce**. On sync in from Salesforce, Conversion runs an `updated_at` check to decide which value wins.
</Info>

## Campaign type matching

When syncing with Salesforce, the campaign type in Conversion should support the member statuses used in the Salesforce campaign.

* If a member's status from Salesforce does not exist in the Conversion campaign type, the member is set to the Conversion campaign's **default status**.
* If a Conversion member's status does not exist in the Salesforce campaign, the member is created in Salesforce with the **default Salesforce status**.

<Tip>
  Before linking a Salesforce campaign, align your Conversion campaign type statuses with the statuses used in Salesforce to minimize fallbacks to default statuses.
</Tip>