> ## Documentation Index
> Fetch the complete documentation index at: https://help.statisfy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce Bi Directional Sync Guide

> In this article, you'll learn how to perform a bi-directional sync in Salesforce.

## Video Tutorial

<video controls className="w-full aspect-video rounded-xl" src="https://publicassets.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/published_v13/video.mp4" />

In this article, you'll learn how to perform a bi-directional sync in Salesforce.

**Step 1:** Navigate to **Settings**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/f83f0bdb-e418-4d12-92de-1f6ced524d59.png)

**Step 2:** Proceed to the **Object Manager**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/ab7f35d5-5df3-44b7-885c-0648f0869b65.png)

Here, you'll see fields already synced with Salesforce and Statisfy.

**Step 3:** Look for the **Edit** option.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/ad99cc39-3859-4dd4-b513-8157a7274fc6.png)

This option lets you input the following:

**Step 4:** Enter the field available in the CRM.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/de27cfd3-8f64-46a1-8ddc-b05a47124c3a.png)

**Step 5:** Specify the display name in Statisfy for the Salesforce field.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/e2ecf70b-21ab-4f4d-b7d3-d4139b5c73ed.png)

After editing, you'll need to save your changes.

**Step 6:** Click on **Save**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/96e2cbc5-d44f-4ea3-bc06-bcb8b8ddfa70.png)

This sync feature is applicable for accounts, opportunities, and people.

**Step 7:** Under **Opportunities**, you'll see both Statisfy fields and Salesforce fields.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/a4340eb1-f3fb-47c7-9477-08224a9c5aac.png)

If you've already integrated these, you can edit the field and sync it.

**Step 8:** **Edit** the field.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/b79d64a7-ad6e-490f-85cd-e2186548dced.png)

**Step 9:** Perform the sync.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/2450834b-f887-4c7c-b6df-4e4b0508310c.png)

You can repeat these steps for people as well.

**Step 10:** Repeat the process for **People**.

![](https://usercontent.us.prod.clueso.io/2f8a9fc9-c323-4fe7-909f-ec00073876d9/cd6d132e-7480-42e1-9741-4cbf718dc7ea/b84921ca-ae45-4739-a263-d3291c9f63d4/images/a812e2f0-6c54-46d8-96ab-765712dec126.png)

That's it! You've successfully performed a bi-directional sync in Salesforce.

## Syncing Custom Object Edits Back to Salesforce

Custom objects you've brought in from Salesforce (see the [Salesforce Integration](/integrations/salesforce)) can also push edits back. Two switches control this:

**1. Turn on writeback for the object.** In **Settings → Object Manager → Custom Objects**, find the object and check **Sync to Salesforce**. You'll see a confirmation that writeback is enabled.

**2. Make the fields you want pushable.** Open a field on that object to edit it:

* Turn on **Editable** so users can change the value in Statisfy.
* For fields that came from Salesforce, edits push back to the original field automatically.
* For fields you created in Statisfy, fill in **Salesforce field API name** to tell Statisfy which Salesforce field to update — leave it blank to keep the field local to Statisfy.

Once both are set, edits made in Statisfy flow back to Salesforce on the next sync, the same way account, opportunity, and people fields do.

<Note>
  A field only pushes back when the object has **Sync to Salesforce** checked *and* the field is **Editable** with a Salesforce field to write to. If an edit isn't reaching Salesforce, check those two settings first.
</Note>
