> ## 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.

# Test your Salesforce sync

> 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](/product-docs/workspace-settings/crm-and-syncing/sync-activity) for how to read them.

<Tip>
  Use a test contact with an email address you own, so the records you create are easy to find and clean up afterward.
</Tip>

## Before you begin

1. Connect Salesforce by following [Integration User Setup](/product-docs/sync/salesforce/setup/integration-user-setup).
2. Open the sync logs and confirm that sync runs have started.

## Create a contact

Confirm that a new contact in Conversion is created as a Lead in Salesforce.

<Steps>
  <Step title="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](/product-docs/records/contacts/creating-contacts).
  </Step>

  <Step title="Check the outbound sync logs">
    Open the sync logs and select the **Outbound** tab. Confirm that a run wrote the contact out to Salesforce.
  </Step>

  <Step title="Check the Lead in Salesforce">
    Confirm that the Lead exists in Salesforce with the correct data.

    <Tip>
      Click the Salesforce icon next to **View company** on the contact to open the record in Salesforce.
    </Tip>

    <Frame caption="The Salesforce icon on a contact">
      <img src="https://mintcdn.com/conversion/7GLm-5aSR1CdK3IK/images/contact-view-in-salesforce.png?fit=max&auto=format&n=7GLm-5aSR1CdK3IK&q=85&s=9a0e8198bef252d2704909930c1c7b5e" alt="Contact header with the View company button and the Salesforce icon" width="1240" height="218" data-path="images/contact-view-in-salesforce.png" />
    </Frame>
  </Step>
</Steps>

## Update a contact

### Sync an update out to Salesforce

Confirm that a field change in Conversion is written to Salesforce.

<Steps>
  <Step title="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](/product-docs/workspace-settings/objects/fields).
  </Step>

  <Step title="Update the field in Conversion">
    Change the value of that field on your test contact.
  </Step>

  <Step title="Check the outbound sync logs">
    Open the sync logs and select the **Outbound** tab. Confirm that a run wrote the update out to Salesforce.
  </Step>

  <Step title="Check the field in Salesforce">
    Confirm that the field has the new value in Salesforce.

    <Tip>
      Click the Salesforce icon on the contact to open the record in Salesforce.
    </Tip>
  </Step>
</Steps>

### Sync an update in from Salesforce

Confirm that a field change in Salesforce is synced into Conversion.

<Steps>
  <Step title="Update the field in Salesforce">
    Change the value of a synced field on your test record in Salesforce.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Check the field in Conversion">
    Confirm that the contact has the new value in Conversion.
  </Step>
</Steps>

## Sync a campaign member

Confirm that a member added to a Conversion campaign is created as a campaign member in Salesforce.

<Steps>
  <Step title="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](/product-docs/campaigns/custom-campaigns).
  </Step>

  <Step title="Add a member">
    In the campaign, click **Add members** in the top right and add your test contact.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Check the member in Salesforce">
    Confirm that the contact is a member of the linked Salesforce campaign.

    <Tip>
      Click **View in Salesforce** in the Conversion campaign to open the linked Salesforce campaign.
    </Tip>
  </Step>
</Steps>

## Update a campaign member's status

Confirm that a status change in Conversion is written to the Salesforce campaign member.

<Steps>
  <Step title="Change the status">
    In the campaign, click the member's status and choose a different one.
  </Step>

  <Step title="Check the outbound sync logs">
    Open the sync logs and select the **Outbound** tab. Confirm that a run wrote the campaign member update out to Salesforce.
  </Step>

  <Step title="Check the status in Salesforce">
    Confirm that the member has the new status in the linked Salesforce campaign.

    <Tip>
      Click **View in Salesforce** in the Conversion campaign to open the linked Salesforce campaign.
    </Tip>
  </Step>
</Steps>

If a test fails, open the run in the sync logs and check the message on the record. See [Record messages](/product-docs/workspace-settings/crm-and-syncing/sync-activity#record-messages) for what each one means.


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