Adding Properties to a custom Object

[EQuintero2]

Hello

I created a custom object and now I want to add 3 properties to my custom object; the 3 properties already exist in my contacts object and they have data.

The 3 properties are

Campaign: It has a value of numbers and letters

Salesforce ID: It has a value of numbers and letters

Status: Only letters

As I mentioned, the 3 properties exist; they have values and are part of the contacts object.

What is the process to get those 3 properties into my new custom object?

Thank you so much for your time 

Best,

Eulises 

[HFisher7 · Accepted solution]

@EQuintero2 - Are the contact records with the populated properties associated to the custom objects records where the values need to be migrated to? 

If so, you can use a contact based workflow to do this:

Trigger = If 'Campaign', 'Salesforce ID' and 'Status' is known
Action = copy property values to associated custom-object record

[LaurenRyan · Accepted solution]

Agreed with the recommendation @HFisher7 provided.

One thing to add since you're using the HubSpot Salesforce integration. 

Custom Object records created in HubSpot do not create in Salesforce. If you want the Custom Object to sync with Salesforce, just know that Custom Object data will only sync FROM Salesforce TO HubSpot. HubSpot can't update properties on a Custom Object record in Salesforce OR create new Custom Object records in Salesforce.

[HFisher7 · Accepted solution]

@EQuintero2 - Are the contact records with the populated properties associated to the custom objects records where the values need to be migrated to? 

If so, you can use a contact based workflow to do this:

Trigger = If 'Campaign', 'Salesforce ID' and 'Status' is known
Action = copy property values to associated custom-object record