Salesforce integration - Issue with lead injection

SOLVE
Highlighted
Visitor

Hi there,

 

I am the Salesforce admin and while I have Hubspot admin privileges, my purview is Salesforce and don't have a ton of understanding about Hubspot. The issue is that I have been updating lead sources in our Salesforce instance and mapping them to Hubspot however at some point I knocked the Salesforce field out of the Hubspot mapping and it now won't let me amend my mapping. I've tried creating the mapping fresh but it won't allow me to save the new mapping because this exists however I don't want to remove this mapping in case it messes up the data in Salesforce. hubspot.png

 

Unless anyone has had this issue previously and may suggest something else, my plan is to remove the Salesforce integration and set up the field mapping fresh. Let me know if you have any questions about this issue! Thank you.

 

Cheers,

Sarah

0 Upvotes
1 Accepted solution

Accepted Solutions
Highlighted
Solution
Esteemed Advisor

Hi, @sarahboggio. Any mapping to a standard Salesforce field won't be able to be duplicated - while duplicate mappings to custom fields can exist (which won't apply in this case), it's not possible to do so with a mapping to a standard field. 

 

As for the issue itself, you should be able to select a new update rule on the LeadSource mapping and save changes. If that's not possible, open a ticket with support - with admin privileges in HubSpot, you'd have the ability to create or edit any mapping. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

View solution in original post

0 Upvotes
3 Replies 3
Highlighted
Solution
Esteemed Advisor

Hi, @sarahboggio. Any mapping to a standard Salesforce field won't be able to be duplicated - while duplicate mappings to custom fields can exist (which won't apply in this case), it's not possible to do so with a mapping to a standard field. 

 

As for the issue itself, you should be able to select a new update rule on the LeadSource mapping and save changes. If that's not possible, open a ticket with support - with admin privileges in HubSpot, you'd have the ability to create or edit any mapping. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

View solution in original post

0 Upvotes
Highlighted
New Contributor

@bradmin 

I'm searching but can't find a place to add this question, and a novice unable to find documentation on creating a question or topic in this forum.

 

I am curious, when hubspot <-> salesforce LEAD is converted into a salesforce CONTACT how does hubspot know to connect future activity to the salesforce CONTACT?

or

Is that logic on the salesforce side?    Thank you for any insight.

Bob Moalli 

0 Upvotes
Highlighted
Esteemed Advisor

Hi, @bmoalli. There are standard fields on there lead object, set by Salesforce on conversion, that store the converted contract, account, and opportunity ids. HubSpot sees these values once the contact is converted, and writes the values to the HubSpot contact. 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.