Salesforce Sync of a Lookup FieldSOLVE
May 30, 2017 10:41 AM
i am seraching for a way to get a lookup field in our Leads to be synced with a salesforce Id.
In our Leads object we have a field that is a Lookup on another SF Object. but this field does not show up in the Mapping dialog on HubSpto.
Is it possible to provide a value for this field, if not what are my options.
Solved! Go to Solution.
May 30, 2017 10:48 AM - edited May 30, 2017 10:48 AM
Hi, @markcovert. When you create new fields in Salesforce, they won't be mapped to HubSpot automatically. Go to the contact field mappings screen, and add a new mapping. Use the name of the lookup in the Salesforce field, and create a custom HubSpot property with the same name. Choose the appropriate mapping update rule, and resync contacts (or wait to resync contacts).
If the Salesforce lookup isn't available in the dropdown when you create a new mapping, then it's not visible to the integration user. Make sure all fields are visible to the integration user, on all objects the connector talks to.
Once mapped and synced, the lookup will pass the ID of the looked-up record to HubSpot. It sounds like you're just looking for the ID. If you need additional field information from the looked-up object, create formula fields on the lead that point to the necessary field. Then, map that formula field(s) to HubSpot, and resync.
Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.