> ## 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.
# Integration User Setup
> Connect your Salesforce organization via an integration user to Conversion.
This guide walks you through connecting Conversion to Salesforce using an integration user. The setup process takes about 15 - 30 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, or an admin who can create users and install packages
* **Conversion Account**: Admin access to your Conversion workspace
***
## 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.
### Create the User
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)
7. Click **Save**
Only needed if the integration user is an **API Only** 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**
3. Find **Salesforce API Integration** and enable it 
4. Click **Save**
### Assign Permissions
1. Navigate to **Setup** **Users** **Permission Sets**
2. Click **New**
3. Name it "Conversion Integration Permissions" 
4. Click **Save**
Conversion interacts with several standard Salesforce objects. You'll need to grant permissions for each one.
| Object | Purpose |
| ------------------------- | ------------------------------------- |
| Accounts | Syncs as companies in Conversion |
| Contacts | Syncs as contacts in Conversion |
| Leads | Syncs as contacts in Conversion |
| Opportunities | Syncs as opportunities in Conversion |
| Opportunity Contact Roles | Track contact roles in opportunities |
| Campaigns | Campaign sync and membership tracking |
| Campaign Members | Track which contacts are in campaigns |
| Users | Task assignment and record ownership |
| Tasks | Create and sync tasks from workflows |
| Events | Create and sync events from workflows |
| Notes | Attach notes to records |
In the newly created **"Conversion Integration Permissions"** permission set, go to **Object Settings.**
For 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**
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.
1. In the **"Conversion Integration Permissions"** permission set, go to **System Permissions** and click **Edit**
2. Enable the following permissions:
| Permission | Why it's needed |
| ---------------------------- | ------------------------------------------------------------------------------------- |
| **API Enabled** | Allows Conversion to sync data via the Salesforce API |
| **Customize Application** | Lets Conversion create custom fields in Salesforce when you create them in Conversion |
| **View All Users** | Enables task assignment to Salesforce users in Conversion workflows |
| Access Activities | Allows Conversion to read Tasks and Events |
| Edit Tasks | Allows Conversion to create Tasks via the Salesforce API |
| View Setup and Configuration | Allows Conversion to track Salesforce API usage and view rate limits |
3. Click **Save**
Enabling "Customize Application" automatically enables "View Setup and Configuration" and "Manage Custom Permissions" as well.
1. In the **"Conversion Integration Permissions"** permission set, click **Manage Assignments** **Add Assignment**
2. Select your integration user
3. Click **Next** **Assign**
Your integration user is now ready to use.
***
## 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.
Click the link below to open the Salesforce package installer:
Opens the package installation page for a production Salesforce instance
Opens the package installation page for a sandbox Salesforce instance
You'll see a page asking which users should have access to the package:
1. Select **Install for All Users**
2. Check the box to acknowledge the third-party access agreement
3. Click **Install**
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.
***
## Connect Conversion to Salesforce
With the package installed and your integration user ready, you can now authorize the connection.
1. Log in to your Conversion workspace
2. Go to **Settings** **Syncing**
3. Find Salesforce and click **Connect**
Toggle "Sandbox" to be on if you are connecting to a Salesforce sandbox instance
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.
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**.