Sales Integrations

jdbower-ad
Member

Mapping Contact Annual Revenue to SalesForce

SOLVE

I'm using the standard SalesForce integration to sync with HubSpot. Most of the install went very smoothly, but in SalesForce I have no annualrevenue field for Contacts (we're B2B so even an individual user would be better served by creating a stub company record for them). Of course, creating this field counts as a custom field and yields annualrevenue__c which HubSpot does not recognize and, since this is a standard mapping, I can't edit it to point to a new field.

 

Does anyone have any workarounds for this? It looks like it assumes that "Person Accounts" are enabled on the SalesForce side, but that could lead to a lot of broken reports and bifurcation of data on our SalesForce side.

 

Sadly, I can't enable the contact sync until this problem is cleared and setting the field to never sync doesn't seem to work. Has anyone found a workaround for this? The field under contacts is useless for us  (we'd only use the Company annual revenue) so any of the following would work:

  1. Some hidden trick to remove it from the list entirely or force enablement of contact sync despite the error.
  2. Some way to remap it to annualrevenue__c (or anything else).
  3. Some minimally invasive configuration in SalesForce that would create the field.
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1 Accepted solution
Shadab_Khan
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Mapping Contact Annual Revenue to SalesForce

SOLVE

Hi @jdbower-ad ,

Happy to help here

 

I see When setting-up the custom property at Salesforce (contacts) is not recognized by the HS native Anuall Revenue Fiedl (Contact) - sounds like a pain in the neck

 

Here's the some stuff I would try:

  • Try the "Don't Sync" Option AGAIN and Ask HubSpot tech support on why it won't work 
    • HS <> SFDC integration is Built and maintained by HubSpot product team so they should be able to support
  • Try running a test sync (in test environments) with the similar config and see what's the output

Found my solution helpful? mark it as accepted

View solution in original post

2 Replies 2
Shadab_Khan
Solution
Key Advisor | Elite Partner
Key Advisor | Elite Partner

Mapping Contact Annual Revenue to SalesForce

SOLVE

Hi @jdbower-ad ,

Happy to help here

 

I see When setting-up the custom property at Salesforce (contacts) is not recognized by the HS native Anuall Revenue Fiedl (Contact) - sounds like a pain in the neck

 

Here's the some stuff I would try:

  • Try the "Don't Sync" Option AGAIN and Ask HubSpot tech support on why it won't work 
    • HS <> SFDC integration is Built and maintained by HubSpot product team so they should be able to support
  • Try running a test sync (in test environments) with the similar config and see what's the output

Found my solution helpful? mark it as accepted

jdbower-ad
Member

Mapping Contact Annual Revenue to SalesForce

SOLVE

Thanks! I have disabled sync and still have a greyed out enable button for Contact sync so I'm still a bit stuck.

I have opened ticket HubSpot Ticket #14034545 and created https://community.hubspot.com/t5/HubSpot-Ideas/Allow-for-remapping-disabling-of-Standard-Fields-in-S...

0 Upvotes