topic Re: Hubspot Lead Intelligence Visualforce in Salesforce in Sales Integrations

Hubspot Lead Intelligence Visualforce in Salesforce

elisestieren — Fri, 16 Dec 2022 23:03:51 GMT

Hey there,

Does anyone know if it's possible to reformat the visualforce in Salesforce. I'd like to remove the score or at minimum hide the score.

Is this possible?

Re: Hubspot Lead Intelligence Visualforce in Salesforce

kvlschaefer — Mon, 19 Dec 2022 15:28:34 GMT

Hi @elisestieren,

Thank you for reaching out!

I would like to add our subject matter experts to this conversation.

Hi @LaurenRyan, @Aakar, @noahmckeon - Do you have any insight for @elisestieren?

Thank you!

Best,

Kristen

Re: Hubspot Lead Intelligence Visualforce in Salesforce

LaurenRyan — Mon, 19 Dec 2022 15:35:20 GMT

@elisestieren you can filter the activities that show but you can't change the standard Visualforce page you're seeing.

Re: Hubspot Lead Intelligence Visualforce in Salesforce

Aakar — Thu, 02 Feb 2023 13:21:53 GMT

We have not used it, so I can't say. Based on the HubSpot knowledge base, it looks like this is the default format.

Re: Hubspot Lead Intelligence Visualforce in Salesforce

WinnieHien — Thu, 18 May 2023 19:43:23 GMT

The new version of the visualforce window (in beta now) removes the Lead Score in favor of a full timeline scroll, property tab, associated objects, and more!

Learn more about it here: https://knowledge.hubspot.com/salesforce/embed-hubspot-data-into-a-salesforce-record

Re: Hubspot Lead Intelligence Visualforce in Salesforce

kvlschaefer — Fri, 19 May 2023 14:32:03 GMT

Hi @WinnieHien,

That's great news!

Thanks for sharing this update with us 🙂

Best,

Kristen

Re: Hubspot Lead Intelligence Visualforce in Salesforce

SarahOBuckley — Sat, 26 Aug 2023 20:11:00 GMT

I Need the Score back on. Does anyone know how to show Score without having to use 2 different VF pages? Thank you!

Re: Hubspot Lead Intelligence Visualforce in Salesforce

yayabobi1 — Thu, 04 Jan 2024 08:06:51 GMT

While I have the subject matter experts tagged here - Is there a way to make the Hubspot Intelligence widget appear for every salesforce user? For some reason, I am seeing it only for the user that made the integration and not across all Salesforce users

Re: Hubspot Lead Intelligence Visualforce in Salesforce

LaurenRyan — Thu, 04 Jan 2024 12:45:14 GMT

It was likely only installed for Admins when it was set up. Assign all users the HubSpot Permission Set & make sure they have visibility to a page layout with the component.