Salesforce sync rule unavailable for property

SOLVE
IanShaw
Member

Hi,

 

I'm trying to sync a picklist property to the equivalent contact field in Salesforce. Two problems:

 

  • Hubspot incorrectly identifies the SF field as a 'Single-line text' despite it being a picklist in both systems.
  • Hubspot only allows me to choose 'Always use Salesforce' or 'Don't Sync' as the sync rules, when I would like to use 'Prefer Salesforce Unless Blank'.

I'm wondering if the second issue is related to the first. Has anyone seen a problem like this before and know how to resolve?

 

Thanks

IanShaw_1-1634127657462.png

 

IanShaw_0-1634127637938.png

 

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1 Accepted solution

Accepted Solutions
Josh
Solution
Recognized Expert | Platinum Partner

Hi @IanShaw,

 

I do believe that your second issue is related to the first. It wouldn't be possible to carry over a value that did not exist in an SFDC picklist, but it would be possible to carry over a value from picklist to a text field. In turn, the option to Always use Salesforce or Don't Sync are possible, but the other 2 are not.

 

On the mapping table, does it show the HUBS field as text or elsewhere? Potentially 2 fields with similar naming conventions?

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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2 Replies 2
TiphaineCuisset
Community Manager

Hi @IanShaw 

 

Thank you for reaching out.

 

I would recommend connecting with HubSpot Technical Support here, as Support is included in your subscription and they will be able to provide real-time assistance for this matter.

 

However, I also want to tag some of our experts on this in case they've come across this before - @Aakar @StefaniUAT @Josh do you know what could be happening here? 

 

Thank you!

Best

Tiphaine


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Josh
Solution
Recognized Expert | Platinum Partner

Hi @IanShaw,

 

I do believe that your second issue is related to the first. It wouldn't be possible to carry over a value that did not exist in an SFDC picklist, but it would be possible to carry over a value from picklist to a text field. In turn, the option to Always use Salesforce or Don't Sync are possible, but the other 2 are not.

 

On the mapping table, does it show the HUBS field as text or elsewhere? Potentially 2 fields with similar naming conventions?

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post