# Sync Partners from Salesforce

If your partner companies already exist in Salesforce, you don't have to re-enter them into Suger — pick which Salesforce accounts count as partners and they'll appear automatically in Partner Discovery, and optionally sync their documents into your file library.

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## Overview

Once Salesforce is connected, you can tell Suger which of your Salesforce accounts are partners. Suger uses a filter you define to match those accounts and surface them under **Partners → Partner Discovery → From Your CRM**. You can also turn on Document Sync to pull files from your partner records into your Suger file library.

:::info
This guide assumes Salesforce is already connected to Suger. If you haven't integrated yet, see [Salesforce](/integrations/salesforce/). Partner discovery and document sync currently support Salesforce only.
:::

:::info
You'll need an **Admin** or **Editor** role to make changes here. If the fields appear locked or read-only, check your role with your Suger admin. See [Manage Users and Roles](/get-started/account/).
:::

## Set Up Your Partner Mapping

### Step 1: Access your partner settings

1. Go to **Suger Console**, then **Settings**.
2. Click **Partner**, then **CRM**.

![Partner CRM settings under Suger Console Settings](images/find-and-sync-partners-from-salesforce-1.png)

### Step 2: Choose the object that stores your partners

Under **Object type**, select the Salesforce object where your partner companies are stored.

![Selecting the Salesforce object type that stores partners](images/find-and-sync-partners-from-salesforce-2.png)

### Step 3: Set the filter that identifies a partner

Most teams mark partner accounts using an existing Salesforce field rather than a dedicated "is this a partner" checkbox. This step tells Suger which field and value to look for, so it knows which accounts are partners and which are regular customers.

![Configuring the filter field and value that identifies a partner](images/find-and-sync-partners-from-salesforce-3.png)

1. Under **Filter field**, select the field your team uses to mark an account as a partner — for example, the Account object's **Type** field.
2. Under **Filter value (equals)**, select or enter the value that field holds on partner records.

What this field looks like depends on how it's set up in your Salesforce org:

- If it's a **picklist** (a fixed dropdown of options), Suger shows you the same dropdown, so you just select the matching value — for example **Partner** — with no risk of a typo.
- If it's a **free-text field**, you'll need to type the value manually, and it must exactly match what's stored on the record. Confirm the correct spelling and case with whoever manages your Salesforce data.

### Step 4: Map the name and email fields

1. Under **Name field**, select the field that holds the partner's company name.
2. Under **Email field**, select the field that stores the email address you want Suger to use when inviting the partner. Depending on your Salesforce setup, this may be an Account field or a custom field.

![Mapping the partner name and email fields](images/find-and-sync-partners-from-salesforce-4.png)

### Step 5: Test and save

1. Click **Test configuration**. Suger shows how many accounts match and a sample of the results.
2. Check the **Sample matches** table to confirm company names and emails look correct.
3. Click **Save**.

:::tip
If no records match during testing, double-check that the filter field and filter value exactly match the values stored in Salesforce.
:::

### Step 6: Check where matched partners show up

After you save the configuration, matching accounts appear under **Partners → Partner Discovery → From Your CRM**. See [Navigate the Partner Console](/prm/navigate-the-partner-console/) to learn more about Partner Discovery.

![Matched partners appearing under Partner Discovery From Your CRM](images/find-and-sync-partners-from-salesforce-5.png)

## Set Up Automatic Document Sync

**Document Sync** adds files from your Salesforce partner records into your Suger file library automatically.

1. Turn on the **Document Sync** toggle.
2. Under **File types**, choose which file types to sync (PDF, PPTX, DOCX, XLSX, and others). Leave this empty to sync every supported type.
3. Under **Name contains**, optionally enter text to only sync files whose name includes it — for example, `Agreement` to pull in only agreement-related documents. Leave this blank to skip this filter.
4. Click **Save document sync** to save your settings.
5. Click **Sync now** to immediately trigger a sync.

![Document Sync settings with file type and name filters](images/find-and-sync-partners-from-salesforce-6.png)

Once files sync, they appear in **Partners → Partner Files**, alongside any manually uploaded files. Use the **All Sources** filter and select **From Salesforce** to view only synced files separately.