Salesforce

What do the different update rules for my Salesforce field mappings mean?

Last updated: November 13, 2017

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For each field that is syncing between HubSpot and Salesforce, you have the option to control when data should sync and whether updates should be allowed or overwritten.

  • Use most recent value
    • This means that the system in which the change originates will overwrite the other. This includes deleting a value in either system. For example:
      • If you change the phone number in Salesforce, this will overwrite whatever phone number exists in HubSpot.
      • If you change the phone number in HubSpot, this will overwrite whatever phone number exists in Salesforce.
  • Use Salesforce value unless blank
    • This choice means that HubSpot will only pass a value to Salesforce if there is currently no value in Salesforce.
    • If a value does exist in Salesforce, this value will always overwrite the existing value in HubSpot, regardless of where the change originates.
    • If you delete the value in Salesforce, the value will also be deleted in HubSpot.
  • Use Salesforce value
    • This choice means that HubSpot will never pass data to Salesforce, even if there is no value in Salesforce.
    • If there is a value in Salesforce, the value will always overwrite the existing value in HubSpot, regardless of where the change originates.
    • If you delete the value in Salesforce, the value will also be deleted in HubSpot.
  • Disabled
    • This choice means that you never want data to pass between HubSpot and Salesforce.
    • Selecting this option is advisable for fields that you want to ensure are never passing data.

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