> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.komo.tech/llms.txt
> Use this file to discover all available pages before exploring further.
# Salesforce Marketing Cloud — CRM Contact Sync
> Set up an on-demand data sync to push and sync contacts from Komo to Salesforce Marketing Cloud.
## What is it?
You can now have confidence that the contact data within your Salesforce Marketing Cloud CRM is up-to-date with CRM Contact Sync. Through direct integration with your Salesforce Marketing Cloud instance, the Komo Engagement Engine can now push new contacts and contact updates directly to Salesforce Marketing Cloud, on-demand, so you can eliminate manual and painful contact management processes.
If you are using Salesforce (and not Salesforce Marketing Cloud), you'll want to refer to [this article](/crm/syncs/salesforce-crm-contact-sync).
## How do I set it up?
### Step 1: Connect to Marketing Cloud and Create a Data Extension
* Navigate to **Account Settings** by clicking the **Workspace initials** in the top right corner and clicking **Account Settings**.
* **(1)** Click **Connected Apps**.
* **(2)** Select **Connect** next to the Salesforce Marketing Cloud Connected App.
* **(A)** Here you can insert the **CRM Domain Name** from your CRM instance.
* **(B)** Insert the **Client ID/consumer key** from the connected CRM.
* **(C)** Here you can paste in the **Client Secret** of the connected CRM.
* **(D)** Click **Test** under Test Connection. If the connection is successful, you will see a green **Connection Successful** message.
* **(E)** Click **Connect**.
Now, you'll want to create a Data Extension in Marketing Cloud. This is where the Komo Engagement Engine will push Contacts. [Follow these instructions](https://help.salesforce.com/s/articleView?id=sf.mc_cab_create_a_new_data_extension.htm\&language=en_US\&type=5) to create your Data Extension.
In order to connect to Salesforce Marketing, you need to create an Installed Package in Salesforce Marketing Cloud. Then add a Component of type API Integration. Make sure you use the Server-to-Server type. For information on how to set this up visit [Salesforce help](https://help.salesforce.com/s/articleView?id=sf.connected_app_create_api_integration.htm\&type=5) or contact your Customer Success Manager.
### Step 2: Create CRM Sync
* Navigate back to your workspace.
* **(1)** Click on **CRM**.
* **(2)** Click **Syncs**.
* **(3)** Click the **+ Create Sync** button.
* **(4)** Select the **CRM** you would like to sync with.
* **(A)** Select which Data Extension you are using as the **Data source** to sync into. You can search by typing the name of the Data Extension. This should be the Data Extension you created in [Step 1](#step-1-connect-to-marketing-cloud-and-create-a-data-extension).
* **(B)** Click **Search**.
* **(C)Select** the appropriate data source.
### Step 3: Complete Sync configuration
* **(1)** Here you can configure the CRM Sync **Setup**.
* **(2)** Here you will see the **Data source** you just linked.
* **(3)** Select the field within **Komo** and your **CRM** which will be used to match contacts between the two platforms.
* **(4)** Set the desired **Sync Actions** to be performed when there is a **match** and when there is **no match**.
* **(5)** Click on **Create Property Filter (optional)** if you would like to add filters to your sync.
* **(A)** Click **+ Add Filter**.
* **(a)** Here you can configure your **Filters** as required.
* **(b)** Click the bin to **delete** any filters you have created.
* **(6)** Click on **Create Property Field Mapping** to ensure contact fields in Komo are properly mapped to the fields in your CRM.
* **(A)** Click **+ Add Field**.
* **(a)** Select the desired **Komo field** to be mapped.
* **(b)** Select the corresponding **CRM field** that the Komo field should be mapped to.
* **(c)** Click **Add**.
* **(7)** Here you can edit and manage any of the **CRM connection settings** you configured in [**Step 1**](/crm/syncs/salesforce-crm-contact-sync#step-1).
* **(8)** Once you're satisfied with the CRM sync settings and have mapped all required fields, click **Save**.
### Step 4: Run the CRM Sync
* Once your CRM Sync settings are configured, it's time to run the sync.
* Click the **3 dots** at the top right of the screen.
* Click **Rename**, give the sync a more easily identifiable **InternalName** and click the **Rename** button.
* Click the **3 dots** again and select **Start**. The sync will now display as **Running**.
* Click the **3 dots** once again and select **Sync now**. You will now see details of the sync that has just been initiated.
You can repeat the **Sync now** step every time you want the sync to run/be updated.
### Step 5: Review the CRM Sync
* You can now review the sync to ensure it's performing as expected.
* **(1)** Here you can view all details relating to the sync including **ID**, when it was **Created** and **Last Updated**, the **Run duration** and **Status**.
* **(2)** Click on the **Green tick** to view more detailed information on the **Sync Run**.
* **(A)** Here you will be able to see a **Summary** of the key **Sync Run details**.
* **(B)Totals** displays the total number of contacts within your Komo and CRM instances.
* **(C)CRM Inserts** displays how many contacts the sync successfully imported into the CRM and how many errors were encountered.
* **(D)CRM Updates** displays how many contacts the sync successfully updated in the CRM and how many errors were encountered.
* **(E)** Click **Logs** to view in depth logs of the executed sync.
* **(a)** Here you can view a log of the various actions that took place within the sync.
* **(b)** Click **Download results** to export a CSV of the sync logs.
## FAQ
**Is the CRM Contact Sync a two-way sync (ie. push and pull)?**
At this stage, the CRM Contact sync is a one way sync (push) from the Komo Engagement Engine to the CRM. This means that any updates to contacts within the Komo Engagement Engine will automatically be pushed to the CRM to ensure the CRM remains in sync with the changes made in Komo. In the instance where a contact is updated in the CRM initially, the change will not be reflected in the Komo Engagement Engine. We will be rolling out a true two-way (push and pull) sync in a future release.
**How often will the CRM Contact Sync run?**
The sync is completely on-demand so you can run the sync as often or as little as you require. To do so, you simply need to click **Sync now** as detailed in [**Step 4.**](/crm/syncs/salesforce-crm-contact-sync#step-4)
**Is this available for all CRMs?**
At this stage, the CRM Contact Sync has only been rolled out for Salesforce and Salesforce Marketing Cloud. We will be rolling out this functionality for additional CRMs in the near future.
**Can this be managed by all users?**
The CRM Contact Sync can only be managed by Super Users at this point in time. We will be making this functionality available to additional users in the near future.
**How many CRM Contact Syncs can I create?**
You can create as many different syncs as you require!