Marketing Integrations

AJackson3
Miembro

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

I set up the integration between Salesforce and HubSpot and didn't install the module at the time. Now I can't find the option to add it at this time.

These two pages tell me it is possible but don't guide me on where to go to set it up. (The module isn't visible when editing page layouts in Salesforce.)

https://knowledge.hubspot.com/salesforce/install-the-hubspot-salesforce-integration

 

https://knowledge.hubspot.com/salesforce/add-the-hubspot-visualforce-window-to-your-salesforce-page-...

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3 Soluciones aceptadas
Ben_M
Solución
Asesor destacado

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

If the visualforce module isn't in the page layout options as shown in the tutorial, it's possible you might need to re-install the package in Salesforce.  I don't know any other way to get it to show up.

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AJackson3
Solución
Miembro

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

Sure, if you follow the instructions on this page, it should show up: https://knowledge.hubspot.com/salesforce/add-the-hubspot-visualforce-window-to-your-salesforce-page-...

It seemed silly but I think the quick find search on the sections doesn't search the VisualForce Pages, so you have to click into that section to find them to add.

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AJackson3
Solución
Miembro

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

This should help, make sure to click into the Visualforce section on the left side and it should show up as an option.

account_hubspot_embed.png_width=2300&height=416&name=account_hubspot_embed

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5 Respuestas 5
kzee
Miembro

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

Having similar issues here, as Hubspot was introduced before I joined. Did you track down an answer? Much appreciated!

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AJackson3
Solución
Miembro

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

This should help, make sure to click into the Visualforce section on the left side and it should show up as an option.

account_hubspot_embed.png_width=2300&height=416&name=account_hubspot_embed

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KHanks9
Participante

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

Having the same issues here, as Hubspot was installed before I joined. Did you find a solution? Thanks!

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AJackson3
Solución
Miembro

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

Sure, if you follow the instructions on this page, it should show up: https://knowledge.hubspot.com/salesforce/add-the-hubspot-visualforce-window-to-your-salesforce-page-...

It seemed silly but I think the quick find search on the sections doesn't search the VisualForce Pages, so you have to click into that section to find them to add.

Ben_M
Solución
Asesor destacado

Adding HubSpot VisualForce module in Salesforce after the fact?

resolver

If the visualforce module isn't in the page layout options as shown in the tutorial, it's possible you might need to re-install the package in Salesforce.  I don't know any other way to get it to show up.