Run a checklist of contact and campaign member syncs to confirm Conversion and Salesforce are syncing correctly.
Use this checklist to confirm that records sync in both directions between Conversion and Salesforce. A common use is to test on a Salesforce sandbox before you connect your production Salesforce instance.Each test makes a change on one side, checks the sync logs, and confirms the change on the other side. To open the sync logs, go to Settings → CRM and syncing and click View logs in the Recent sync health card. See Sync Activity for how to read them.
Use a test contact with an email address you own, so the records you create are easy to find and clean up afterward.
Confirm that a new contact in Conversion is created as a Lead in Salesforce.
1
Create the contact
From the Contacts page, click New contact. Select Sync contact to Salesforce at the top of the form, fill in the required fields, and create the contact. See Creating Contacts.
2
Check the outbound sync logs
Open the sync logs and select the Outbound tab. Confirm that a run wrote the contact out to Salesforce.
3
Check the Lead in Salesforce
Confirm that the Lead exists in Salesforce with the correct data.
Click the Salesforce icon next to View company on the contact to open the record in Salesforce.
Confirm that a field change in Conversion is written to Salesforce.
1
Allow the field to sync out
Go to Settings → Objects → Contacts and open the Fields tab. Pick a field, such as First Name, and set its sync mode to Two-way sync for the Lead and Contact links. See Fields.
2
Update the field in Conversion
Change the value of that field on your test contact.
3
Check the outbound sync logs
Open the sync logs and select the Outbound tab. Confirm that a run wrote the update out to Salesforce.
4
Check the field in Salesforce
Confirm that the field has the new value in Salesforce.
Click the Salesforce icon on the contact to open the record in Salesforce.
Confirm that a field change in Salesforce is synced into Conversion.
1
Update the field in Salesforce
Change the value of a synced field on your test record in Salesforce.
2
Check the inbound sync logs
Open the sync logs and select the Inbound tab. Open Filters and set Salesforce record to the type you changed (Lead or Contact). Confirm that a run synced the update in.Inbound syncs run every 3 minutes, so the update can take a few minutes to appear.
3
Check the field in Conversion
Confirm that the contact has the new value in Conversion.
Confirm that a member added to a Conversion campaign is created as a campaign member in Salesforce.
1
Create a synced campaign
Create a new custom campaign. In Sync to your CRM, choose Sync to a new Salesforce campaign or Sync to an existing Salesforce campaign. See Custom Campaigns.
2
Add a member
In the campaign, click Add members in the top right and add your test contact.
3
Check the outbound sync logs
Open the sync logs and select the Outbound tab. Confirm that a run wrote the campaign member out to Salesforce.
4
Check the member in Salesforce
Confirm that the contact is a member of the linked Salesforce campaign.
Click View in Salesforce in the Conversion campaign to open the linked Salesforce campaign.
