Skip to main content

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.

This page explains what happens behind the scenes when a change in Conversion is pushed to Salesforce. For controls over what syncs (objects, fields, sync modes), see Object Sync Preferences and Field Sync Preferences.

What Gets Synced to Salesforce

When you change a record in Conversion (through the UI, a form submission, an import, an API call, or a workflow), Conversion can push that change to Salesforce as one of the following objects:
Conversion changeSalesforce object
Contact created or updatedLead or Contact
Company created or updatedAccount
Contact added to, removed from, or updated in a campaignCampaignMember
Campaign createdCampaign
Workflow Salesforce nodeTask, CampaignMember, or Lead queue assignment
Whether new contacts become Leads or Contacts (and how they’re linked to Accounts) is controlled by your object sync preferences.
Outbound syncing only happens when Write to Salesforce is enabled for that object type. If outbound is disabled, changes still happen in Conversion — they just aren’t pushed to Salesforce.

Batching and Latency

Conversion does not push every individual change to Salesforce immediately. Instead, changes are batched and processed on a fixed schedule. This keeps your Salesforce API usage predictable and avoids hammering your API limits. What this means for you:
  • On average, a change made in Conversion appears in Salesforce within about 10 seconds.
  • During periods of high activity (large imports, bulk workflow runs), changes are still grouped into bulk requests, so Salesforce sees fewer, larger updates rather than a flood of small ones.
Latency can be longer if you’re near your Salesforce API limit (see API Rate Limits below) or if a large backlog has built up. The queue always drains in the order changes were made.

When Both Systems Change at Once

It’s common for the same record to be edited in both systems around the same time — for example, a sales rep updates a contact in Salesforce while a form submission is processing in Conversion. Conversion is designed not to overwrite a fresher Salesforce value with a stale Conversion one. Right before sending an update, Conversion checks Salesforce for the current version of the record and decides what to send based on each field’s sync mode:
Field sync modeWhat Conversion sends
Two-Way SyncSent only if Conversion’s value is newer than Salesforce’s. Otherwise dropped.
Prefer Salesforce Unless EmptySent only if the Salesforce field is currently blank.
Always Prefer ConversionAlways sent, regardless of what Salesforce currently has.
Always Prefer SalesforceNever sent.
Do Not SyncNever sent.
If, after this check, no fields are left to send, Conversion skips the update entirely — no Salesforce API call is made for that record.

API Rate Limits

Salesforce enforces a daily API request limit on every org. Conversion respects this limit and adds an optional second layer of protection so you can reserve API capacity for other tools.

How limits are enforced

Before each batch is sent, Conversion checks current Salesforce API usage. If usage is at or above any configured limit:
  • The batch is not sent.
  • The items stay in the queue — nothing is dropped or lost.
  • The next time the queue is checked (about every 10 seconds), Conversion checks usage again. As soon as you’re back under the limit, the queue starts draining automatically.
Inbound sync (Salesforce → Conversion) is also subject to the same limits — when you’re over the threshold, Conversion stops pulling new data from Salesforce until usage drops.

Configuring your own limit

In addition to your overall Salesforce daily limit, you can set a Conversion daily limit to cap how many of those API calls Conversion is allowed to use. This is useful when other tools (data warehouse syncs, integrations, custom scripts) share the same Salesforce API budget. To configure it, go to Settings → Syncing → Overview, find the Conversion daily limit card, and click Add limit (or edit an existing one).

Monitoring the Queue

You can see the current state of outbound syncing on Settings → Syncing → Overview:
MetricWhat it shows
Conversion daily limitYour current Salesforce API usage for the day, as a fraction of your configured Conversion limit (if set).
Salesforce daily limitYour org’s total daily Salesforce API limit.
Queued batch itemsThe number of items currently waiting to be pushed to Salesforce. In normal operation this should hover near zero.
A high or growing Queued batch items count usually means one of three things:
  • A large import or bulk workflow run is in progress and the queue is steadily draining.
  • You’re at or above an API limit and the queue is paused.
  • An upstream issue (e.g. an expired Salesforce connection) is preventing batches from completing — check Settings → Syncing → Sync Logs for failed batches.

Frequently Asked Questions

On average, about 10 seconds. Changes are batched and each outbound queue is checked roughly every 10 seconds. If you’re near an API limit or have a large backlog, it can take longer, but changes are processed in order and never dropped.
Outbound syncs pause. Pending changes stay in the queue and resume automatically once usage drops back under the limit. You won’t lose any data.
For fields in Two-Way Sync mode, no — Conversion only sends fields whose Conversion-side timestamp is newer than Salesforce’s LastModifiedDate. For fields set to Always Prefer Conversion, Conversion will overwrite Salesforce’s value by design. See Field Sync Preferences for the full conflict-resolution rules.
Yes. Settings → Syncing → Sync Logs lists every outbound (and inbound) sync batch, including which records were updated, which were skipped (and why), and which failed. Use this view to investigate if a change you expected isn’t showing up in Salesforce.
Some growth is normal during bulk operations (large imports, broad workflow triggers) — the queue will drain on its own. Sustained growth usually indicates an API limit being hit or a connection problem. Check the API usage metrics on the same page and review Sync Logs for failed batches.

Object Sync Preferences

Control which objects sync and how new contacts are created in Salesforce.

Field Sync Preferences

Configure conflict resolution per field with five sync modes.