> ## 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.

# Overview

> Connect your CRM and control how data flows into and out of your Conversion workspace.

The **Overview** tab is where you connect your CRM and control how data flows between it and Conversion. Today this is **Salesforce**, which keeps contacts, companies, and opportunities aligned across both systems.

## Connecting Salesforce

1. In the **CRM** section, turn on **Use sandbox** if you're connecting a Salesforce sandbox instead of production.
2. Click **Connect** and sign in through Salesforce to authorize Conversion.

Once connected, the card shows your Salesforce organization and a link to **Open instance**. A **Recent sync health** chart gives you an at-a-glance view of recent runs, and **View logs** opens the full [Sync activity](/product-docs/workspace-settings/crm-and-syncing/sync-activity) history.

<Note>
  Conversion connects to Salesforce through a managed package and an integration user. If you haven't set those up yet, follow the [Salesforce setup guide](/product-docs/sync/salesforce/setup/admin-user-setup) first.
</Note>

## Reading data from Salesforce

These toggles control which Salesforce records sync *into* Conversion when they're created or updated:

| Setting                | What it does                                                    |
| ---------------------- | --------------------------------------------------------------- |
| **Read leads**         | Syncs Salesforce leads into Conversion as contacts              |
| **Read contacts**      | Syncs Salesforce contacts into Conversion as contacts           |
| **Read accounts**      | Syncs Salesforce accounts into Conversion as companies          |
| **Read opportunities** | Syncs Salesforce opportunities into Conversion as opportunities |

<Tip>
  Turning a toggle off doesn't delete anything—it simply pauses new updates for that record type. Re-enabling resumes syncing for future changes.
</Tip>

## Writing data to Salesforce

These toggles control whether changes made in Conversion are pushed *back* to Salesforce:

| Setting             | What it does                                                     |
| ------------------- | ---------------------------------------------------------------- |
| **Write contacts**  | Pushes changes to contacts back to Salesforce leads and contacts |
| **Write companies** | Pushes changes to companies back to Salesforce accounts          |

<Warning>
  Turning a write setting off asks you to confirm, since future changes will stop syncing out. Changes already queued may still be sent.
</Warning>

<Info>
  **How long do syncs take?** Changes you make in Conversion are written out to Salesforce almost immediately. Updates coming *from* Salesforce sync in on a regular schedule, so inbound changes can take a little longer to appear. You can watch both in [Sync activity](/product-docs/workspace-settings/crm-and-syncing/sync-activity).
</Info>

## New contacts

Control what happens in Salesforce when a new contact is created in Conversion:

* **Create new contacts as** — choose whether they become **leads** or **contacts** in Salesforce.
* **Link to existing accounts** — search for a Salesforce account with a matching domain and link the contact to it before creating a new one.
* **Create new accounts** — create a new Salesforce account when no match is found.

## Rate limits

Monitor your Salesforce API usage to ensure syncing stays within Salesforce's limits and avoids service disruptions.

For a full walkthrough of these options, see [Salesforce sync preferences](/product-docs/sync/salesforce/sync-preferences), [contacts & companies](/product-docs/sync/salesforce/contacts-companies), and [syncing out](/product-docs/sync/salesforce/syncing-out).

<Note>
  Syncing from a data warehouse such as BigQuery or Snowflake is set up separately. See the [Data Warehouse Sync](/product-docs/sync/data-warehouse/overview) guides to get started.
</Note>