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SFDC Lead Conversion

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JCoulter

‎Jun 21, 2021 1:02 PM

Member

Hi,

 

Does anyone have experience with data integrity with a SFDC integration?

 

I've noticed that we have several fields that are mapped between SFDC & HS that get reset in HS when the lead is converted in SFDC.

 

Has anyone experienced something similar?

 

Thanks,

 

 

Admin
0 Upvotes
1 Accepted solution
NicoleSengers
Solution
Guide | Elite Partner

‎Jun 22, 2021 4:41 AM

Guide | Elite Partner

Hi @JCoulter 

 

have you checked which settings you are using?

Perhaps your sync types could be rest to fix this.

For each property sync, select the sync type: Prefer Salesforce (default), Always use Salesforce, or Two-way.

Learn more about the sync types for Salesforce field mappings.

 

I am not sure if perhaps the settings is causing this to happen.

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

Kind regards,
Nicole Sengers

View solution in original post

1 Reply 1
NicoleSengers
Solution
Guide | Elite Partner

‎Jun 22, 2021 4:41 AM

Guide | Elite Partner

Hi @JCoulter 

 

have you checked which settings you are using?

Perhaps your sync types could be rest to fix this.

For each property sync, select the sync type: Prefer Salesforce (default), Always use Salesforce, or Two-way.

Learn more about the sync types for Salesforce field mappings.

 

I am not sure if perhaps the settings is causing this to happen.

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

Kind regards,
Nicole Sengers

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SFDC Lead Conversion
Hi @JCoulter    have you checked which settings you are using? Perhaps your sync types could be rest to fix this. For each property sync, select the sync type: Prefer Sale...
Hi @JCoulter    have you checked which settings you are using? Perhaps your sync types could be rest to fix this. For each property sync, select the sync type: Prefer Sale...
Sales
Jun 22, 2021