topic Re: Salesforce Custom Object Fields in Marketing Integrations

Salesforce Custom Object Fields

skblase — Wed, 20 Mar 2019 23:39:29 GMT

Does anyone know if it's possible to sync fields from a Salesforce Custom Object to company fields in HubSpot?

Re: Salesforce Custom Object Fields

Phil_Vallender — Thu, 21 Mar 2019 07:35:01 GMT

This is not possible directly using HubSpot's native Salesforce integration.

With the right version of Salesforce, however, you can use process builder to map the relevant information to the contact object in SF, then it can sync to HubSpot.

Hope this helps.

Re: Salesforce Custom Object Fields

bradmin — Thu, 21 Mar 2019 12:08:30 GMT

If your custom object has a 1:1 relationship between objects the connector can talk to, you can also try simply creating a formula field to retrieve a looked-up value from the custom object. If that relationship or use case doesn't exist, using Process Builder and/or Flow Builder, as @Phil_Vallender recommended, works best. (Apex would, too, but it's likely overkill.)

Re: Salesforce Custom Object Fields

skblase — Thu, 21 Mar 2019 12:10:23 GMT

Thanks Phil...I'm working on it now and I will let you know.

Re: Salesforce Custom Object Fields

JerryReid — Sat, 18 May 2019 05:48:25 GMT

If your custom object is a child object under accounts in Salesforce, you can also use the app Rollup Helper to quickly aggregate whatever information you want easily up to to the Account level and just map the field into HubSpot Company object. Same for the contact object and opportunity object.

Re: Salesforce Custom Object Fields

ericHS75 — Wed, 11 Nov 2020 14:06:29 GMT

hello,
following on this logic of custom object in Salesforce, how should we do to display the "intelligence" visualforce page on a custom lead object ?

Indeed, for my need I use a custom object Lead in SF which I have mapped to HS using a related field between native sf lead and custom sf lead and formula fields on native lead s.

However, I'd like to display the vf page on my custom object lead and I can't do it ?

Can you please help

I've tried to clone the VF Page as below but unfortunately this doesn' work as the HubSpot_Inc.HubSpotController isn't available to me (only in the package):

<apex:page sidebar="false" extensions="HubSpot_Inc.HubSpotController" standardController="CustomLead__c"> <apex:iframe height="315px" width="100%" scrolling="true" src="https://api.hubapi.com/sfdc/v1/visualforce/{!$Organization.Id}/{!$MyNativeLeadId__c}/{!$User.Email}" /> </apex:page>