Changing the default mapping in the SalesForce integration

SOLVE
Regular Contributor

Hey, 

 

When I originally set up the SF integration for my client they didn't have separate fields for first and last name on SF so the field first name on HS was mapped to Title (Mr., Ms.) on SF. Since then, they've added a first name field but I can't change the mapping because it's part of the default. What can I do? Will disconnecting and reconnecting work? 

I haven't gotten a solution for HS and I have to solve this. 

 

Thanks

Reply
0 Upvotes
2 Accepted solutions

Accepted Solutions
Esteemed Advisor

The default mappings shouldn't go away - The firstname/lastname mappings should still be intact. In the extremely remote chance that's the issue, there won't be anything you'll be able to do on your side; HubSpot Support will need to resolve with the product team. 

 

If instead, you're saying you created custom mappings which duplicated where any of the name information went, just remove any dupilcated mappings, and resync impacted records. 

 

EDIT: If you need the data to go to someplace else other than the default mapping, then leave the duplicated mapping intact, and make sure it's pointing to the desired Salesforce field, instead of whatever's in the default mapping.


Brad Mampe, Currently In Between Realities
I'm probably wrong. I may not be right about that.
Reply
0 Upvotes
Esteemed Advisor

The only thing that's different about that mapping is that the name of the Salesforce field has been changed. 

 

The API name, "firstname", is the Salesforce field it's pointing to. That firstname<->firstname mapping is the default. 

 

However, it's pulling in the label from the field in Salesforce. I don't know why someone changed the label of the First Name field in Salesforce to Title, but that's what's happened. Relabel the field in Salesforce, then refresh the mapping in HubSpot. 


Brad Mampe, Currently In Between Realities
I'm probably wrong. I may not be right about that.
8 Replies
Community Thought Leader

@bradmin can you help?


Did my post help answer your query? Help the Community by marking it as a solution.

Phil Vallender

Inbound marketing for B2B technology companies
Diamond HubSpot Partner

Esteemed Advisor

The default mappings shouldn't go away - The firstname/lastname mappings should still be intact. In the extremely remote chance that's the issue, there won't be anything you'll be able to do on your side; HubSpot Support will need to resolve with the product team. 

 

If instead, you're saying you created custom mappings which duplicated where any of the name information went, just remove any dupilcated mappings, and resync impacted records. 

 

EDIT: If you need the data to go to someplace else other than the default mapping, then leave the duplicated mapping intact, and make sure it's pointing to the desired Salesforce field, instead of whatever's in the default mapping.


Brad Mampe, Currently In Between Realities
I'm probably wrong. I may not be right about that.
Reply
0 Upvotes
Regular Contributor

Thanks for your reply. 

 

Right now the first name is mapping to the wrong field (title) by default and I want it to map to first name. I don't have a duplicate field and also it won't let me create one for first name even if I wanted to. 

Reply
0 Upvotes
Esteemed Advisor

Can you take a screen shot of how the standard mapping appears right now? There shouldn't be a way to edit the original mapping to point to a different HubSpot property or Salesforce field than the defaults. 


Brad Mampe, Currently In Between Realities
I'm probably wrong. I may not be right about that.
Reply
0 Upvotes
Regular Contributor

Capture.PNG

 

Yes, I can't change this mapping. But also it won't let me set up new mapping for first name. 

Reply
0 Upvotes
Esteemed Advisor

The only thing that's different about that mapping is that the name of the Salesforce field has been changed. 

 

The API name, "firstname", is the Salesforce field it's pointing to. That firstname<->firstname mapping is the default. 

 

However, it's pulling in the label from the field in Salesforce. I don't know why someone changed the label of the First Name field in Salesforce to Title, but that's what's happened. Relabel the field in Salesforce, then refresh the mapping in HubSpot. 


Brad Mampe, Currently In Between Realities
I'm probably wrong. I may not be right about that.
Highlighted
Regular Contributor

Really???? ONG if this is it I'll be the most grateful person on earth! 

 

WIll try thank!!

 

 

Reply
0 Upvotes
Esteemed Advisor

See this Salesforce community article for instructions on how to change standard field labels. You won't be able to do this from editing the field itself; you have to go to the "Rename Tabs and Labels" menu option in Setup in Salesforce Classic. 

 

(This menu option is NOT in the Setup menu in Salesforce Lightning, only Classic.)


Brad Mampe, Currently In Between Realities
I'm probably wrong. I may not be right about that.