--- schema_version: "1" id: b3ec4e93f86a174740c6ed97f642fdd4d669cfec71d360a18d80303238b9e535 title: Set Up Automated Data Sharing Between Personalization and Salesforce CRM collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mc_pers_salesforce_crm_data_synchronization_initialize.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mc_pers_salesforce_crm_data_synchronization_initialize.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 70635f8a7310d85f24727fc040fc45999e52518d0be47b992171dd1741c2e876 description: After you configure automated data sharing, Marketing Cloud Personalization and Salesforce CRM share data on a nightly basis. products: - Marketing - Salesforce Personalization release: "264" --- # Set Up Automated Data Sharing Between Personalization and Salesforce CRM After you configure automated data sharing, Marketing Cloud Personalization and Salesforce CRM share data on a nightly basis. ### Required Editions Decide which data you want to share between Salesforce CRM and Personalization. For more information, see [Plan Data Sharing Between Personalization and Salesforce CRM](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_salesforce_crm_data_synchronization.htm&release=264.0.0&type=5 "Before initializing data sharing, decide what data you want to exchange between Salesforce CRM and Personalization and how you want to match data for merging. After initialization, Marketing Cloud Personalization shares data with Salesforce CRM on a nightly basis. Contacts and accounts are shared automatically, but leads sharing is optional.").
Permissions Needed
To set up data sharing: A role with Administrator permissions
1. Log in to Personalization as an administrator. For more information, see [Log In To Personalization from Marketing Cloud](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_login.htm&release=264.0.0&type=5 "Access Marketing Cloud Personalization from Marketing Cloud Engagement."). 2. In Personalization, select **Third Party > Integration Setup** from the **Channels & Campaigns** section of the main navigation. 3. Select **Salesforce CRM**. 4. Configure data sharing from Personalization to Salesforce CRM. Click the **Push** tab. 5. To synchronize more than one Personalization dataset to Salesforce CRM, select **Push data to dataset-specific Salesforce fields** and then enter a text value in the **Dataset-specific field infix** text box. This text is added to the field name as: Interaction Studio\_infix\_LastActivity. 6. Select **Create Salesforce field sets to group Interaction Studio fields** if you want to group all Personalization fields in a single field set on your Contact or Account pages. 7. On the **User** tab, select the data items you want to send to Salesforce CRM. 8. Click the **Account** tab and select the data items you want to send. 9. Click **Save**. 10. Configure data sharing from Salesforce CRM to Personalization. Click the **Pull** tab. 11. In the **Synchronize Salesforce** section, select the types of Salesforce CRM records you want to synchronize with Personalization—**Contacts**, **Accounts**, and **Leads**. A tab appears for each record type you select. 12. For each record type, configure the following: 1. In the **Only pull records** section, you can restrict sharing to include records created or modified after a certain number of days. Selecting these options reduces the sync time and allows for incremental syncs. For example, you can initially pull all leads modified in the past 180 days, and then change the configuration to only pull leads modified in the past two days. Then the nightly sync only pulls leads modified after the previous nightly sync. The **Last Created** and **Last Modified** filters are joined with AND logic, so they’re cumulative. 2. For specific records, click **+Pull New Salesforce Contact Field**. 3. From the **Salesforce Field** dropdown, select a field to pull data from. 4. From the **Evergage User Field** dropdown, select a Personalization field to receive the data. 5. To set the field as a unique identifier match between Salesforce CRM and Personalization, select **Match On Field**. 6. Click **Add** to add the new field. 7. Add any other fields as necessary. 13. Click **Save** to save your changes. 14. Click the **Setup** tab. 15. To test your setup, click **Synchronize Now**. Run an on-demand job with **Synchronize Now** to verify your initial integration setup or confirm setup changes. After your setup is confirmed, it’s best to rely on automated data sharing instead, which occurs nightly. The **Synchronize Now** option is available if needed. 16. When the data sharing is complete, the **Last Synchronized** date and time update, and the status changes to **Success**. The Salesforce CRM data that you shared is immediately available in Personalization in reports, filters, and the unified customer profile. To view Personalization data in Salesforce CRM, you must configure the applicable record layouts in Salesforce CRM. For more information, see [Show Personalization Data in Salesforce CRM](https://help.salesforce.com/s/articleView?id=mktg.mc_pers_salesforce_crm_view.htm&release=264.0.0&type=5 "In Salesforce CRM, display data that was shared by Marketing Cloud Personalization. For shared contacts, accounts, and leads, configure the applicable record layout in Salesforce CRM.").