> ## 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.

# Admin User Integration

> Connect your Salesforce organization to Conversion using a Salesforce administrator user.

This guide walks you through connecting Conversion to Salesforce using an admin user. The setup process takes about 5 - 10 minutes.

## 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

***

### Update the User

<Steps>
  <Step title="Update the admin user's role in Salesforce">
    1. Navigate to **Setup** <Icon icon="arrow-right" /> **Users** <Icon icon="arrow-right" /> **Users**

    2. Click on the admin user you'll be integrating with

    3. **Check the Marketing User box** (to enable Campaign syncing)

           <img src="https://mintcdn.com/conversion/YWGRJqM76padVNwR/images/Screenshot2026-02-10at5.48.20PM.png?fit=max&auto=format&n=YWGRJqM76padVNwR&q=85&s=c226426a86763fbed1a2e28d8add0457" alt="Screenshot 2026 02 10 At 5 48 20 PM" width="880" height="270" data-path="images/Screenshot2026-02-10at5.48.20PM.png" />

    4. Click **Save**
  </Step>
</Steps>

***

## 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.

<Note>
  The person installing the package needs the **Download AppExchange Packages** permission in Salesforce. This is typically enabled for system administrators.
</Note>

<Steps>
  <Step title="Start the installation">
    Click the link below to open the Salesforce package installer:

    <Columns cols={2}>
      <Column>
        <Card title="Install Production Package" icon="download" href="https://login.salesforce.com/packaging/installPackage.apexp?p0=04tgK0000006nm1QAA">
          Opens the package installation page for a production Salesforce instance
        </Card>
      </Column>

      <Column>
        <Card title="Install Sandbox Package" icon="download" href="https://test.salesforce.com/packaging/installPackage.apexp?p0=04tgK0000006nm1QAA">
          Opens the package installation page for a sandbox Salesforce instance
        </Card>
      </Column>
    </Columns>

    You'll see a page asking which users should have access to the package:

    <Frame>
      <img src="https://mintcdn.com/conversion/vMBQzzO8WET3okce/images/package-install-page.png?fit=max&auto=format&n=vMBQzzO8WET3okce&q=85&s=9209b6ffaccd2c71b9b27635c330faf0" alt="Salesforce package installation page" width="2141" height="1259" data-path="images/package-install-page.png" />
    </Frame>
  </Step>

  <Step title="Complete the installation">
    1. Select **Install for All Users**
    2. Check the box to acknowledge the third-party access agreement
    3. Click **Install**

    <Frame>
      <img src="https://mintcdn.com/conversion/vMBQzzO8WET3okce/images/pkg-install-done.png?fit=max&auto=format&n=vMBQzzO8WET3okce&q=85&s=b5fadcb285533dbb6be699871b2a4519" alt="Package installation complete" width="2039" height="926" data-path="images/pkg-install-done.png" />
    </Frame>

    Installation typically completes within a few minutes. You'll see a confirmation screen when it's done.

    <Tip>
      If the installation takes longer than expected, Salesforce will email you when it completes. You can safely close the tab and check back later.
    </Tip>
  </Step>
</Steps>

***

## Connect Conversion to Salesforce

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

<Steps>
  <Step title="Navigate to integrations">
    1. Log in to your Conversion workspace
    2. Go to **Settings** <Icon icon="arrow-right" /> **Syncing**
    3. Find Salesforce and click **Connect**
           <Tip>
             Toggle "Sandbox" to be on if you are connecting to a Salesforce sandbox instance
           </Tip>
  </Step>

  <Step title="Authorize with Salesforce">
    A Salesforce login window will appear. Log in with your **admin user credentials**.
  </Step>

  <Step title="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** <Icon icon="arrow-right" /> **Syncing**.
  </Step>
</Steps>