Marketing Integrations

JGumble
Participant

Salesforce Address Syncing Errors

We have been getting syncing errors for address fields ever since we integrated with HubSpot. 

 

Our Salesforce Leads and Contracts use different address sets (Address and Mailing Address respectively). I am only concerned with the country and state fields, since we use those for territory distribution for our sales team. 

 

When we initially integrated we were getting errors because the standard HubSpot address fields are single line text feilds, but Salesforce country and state fields are picklists. Our integration partner set up country specific dropdown fields for multiple countries that are used in Forms (i.e. if you are filling out one of our Forms and select Canada as your country, a new field appears only showing Canadian provinces). They also set up workflows that update the standard HubSpot address fields based on the value in these country specific fields. 

 

The solution I found was to create new Dropdown fields in HubSpot called Country (sync) and State/Province (sync) and ensure that the values in those fields match the values available in Salesforce. The country list matches and the state list matches for every country that has states in the Salesforce picklist (United States, Canada, Mexico, India, China, and Ireland). I then set up two way field mappings as: 

  • State/province (Sync) (Dropdown) <> Mailing State/Province Code (Picklist) 
  • State/province (Sync) (Dropdown) <> State/Province Code (Picklist) 
  • Country (sync) <> Mailing Country Code (Picklist) 
  • Country (sync) <> Country Code (Picklist) 

I chose Country Code fields from Salesforce, since they were the only picklist options. 

 

I am still getting error codes, but only when prospects fill out a form. These can generally be solved by manually updating the coutnry and state in salesforce and resyncing, but not always. I am aware that I have made this process overly convoluted and am sure I am missing something pretty simple, but online resources have not helped. Any help would be appreciated. 

 

Thanks! 

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5 Replies 5
Aakar
Key Advisor

Salesforce Address Syncing Errors

Hi, @JGumble What are the fields you're capturing via HubSpot form? You should be able to solve these issues by using a HubSpot workflow to stamp the value as soon as the prospect fills up the form.

If you're still getting the sync error, I'd suggest creating some custom fields with a similar data type. For example, if the Salesforce field is a picklist, please create a dropdown in HubSpot. 
Thanks for the tag @MiaSrebrnjak 



Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
JGumble
Participant

Salesforce Address Syncing Errors

Hey Akar, 

 

Thanks for the suggestion!

 

We currently have multiple state fields in our forms that appear based on the country selected (e.g. We have US States, Canada States, Brazil States, etc.). I have built out a workflow that updates custom dropdown fields for country and state that we then sync with Salesforce. I have made sure that the values that appear in these fields match the options in Salesforce, but am still getting errors. 

 

The most common error I am receiving is "Restricted Picklist Value", since Salesforce will only show certain state options when the right country is selected. Even when the HubSpot record contains the proper country and state (such as United States & IL or Mexico & Sonora), the error will appear. Any thoughts? 

 

Thanks! 

Jake 

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Aakar
Key Advisor

Salesforce Address Syncing Errors

Hey @JGumble 

Is there a way to expand the values in Salesforce? You mentioned that, Salesforce will only show certain state options when the right country is selected. Do you mean HubSpot has more options than Salesforce? Also, what's the sync rule here? Is it two-way sync? 
Screen Shot 2022-06-01 at 8.22.00 AM.png

 This (above screenshot) is the solution from HubSpot. Can you screenshot and post that error message here?

Thanks.

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
JGumble
Participant

Salesforce Address Syncing Errors

Hey Aakar (Sorry for mispelling that previously), 

 

Here is one screenshot of the error code I am receiving: 

Screen Shot 2022-06-01 at 11.38.27 AM.png

The Salesforce address field is standard and uneditable. When I click through "Country Code" it only shows me this: 

Screen Shot 2022-06-01 at 11.38.18 AM.png

 

In the Salesforce front end, "Country" and "State/Province" both appear to be picklists, but they are listed as single line text in the HubSpot Field Mappings page. 

Screen Shot 2022-06-01 at 11.41.54 AM.png

I chose to sync HubSpot with "Country Code" and "State/Province Code" because those fields are picklists. These are two-way syncs.

 

Screen Shot 2022-06-01 at 11.44.35 AM.png

 

The HubSpot Field "State/Priovince (Sync)" contains any dropdown option that may appear in Salesforce when you select a country, so has more values in one place. 

 

I am now thinking using "Country Code" and "State/Province Code" was the wrong path. Should I change the syncing to be between the standard HubSpot "Country" and "State" and Salesforce "Country" and "State/Province", and have both set as single line text (even though the Salesforce fields appear to be picklists on the front end)? I can make sure that the workflows that set the HubSpot fields match the options in Salesforce's front end. This may still cause some sync errors if a state or country somehow gets entered differently (e.g. Salesforce US states are abbreviations, so if someone enters Wisconsin instead of WI). That may be more manageable manually with weekly reviews. 

 

Thanks,

Jake 

0 Upvotes
MiaSrebrnjak
Community Manager
Community Manager

Salesforce Address Syncing Errors

Hi @JGumble,

 

Thank you for reaching out to the Community!

 

I wanted to tag in a couple of subject matter experts to see if they have any input on this matter:

hi @Aakar@MandyDROS@LaurenKennedy, do you have any advice for @JGumble? Thank you!

 

Cheers
Mia, Community Team     


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