Salesforce

What does Refresh Mapping do to my field mappings?

Last updated: January 9, 2017

Available For:

Marketing: Pro, Enterprise
Sales: Professional

Within the Salesforce Integration's Contacts, Company or Deal field mappings you can refresh an individual field mapping. Please note that this will not trigger your contacts to sync.

  • From your HubSpot Dashboard, navigate to the Account Menu > Integrations.
  • Select Settings below Salesforce. 
  • On the left-hand side, click on Contacts, Company, or Deal Field Mappings.
  • Choose the mapping you wish to refresh, and click the gear icon to the right.
  • Select Refresh mapping.

  • If the mapping is highlighted red or yellow, meaning that the mapping has any errors, refreshing the mapping will attempt to correct the mapping.
    • If the mapping is for two dropdown select fields, the connector will check Salesforce and add any values to HubSpot that do not currently exist.
    • If the field types have changed, Refresh mapping will also adjust the mapping to reflect this.
    • If, after pressing Refresh mapping, you still see an error, there may be a field mis-match (i.e. syncing a text field in HubSpot to a number field in Salesforce), which will require the manual changing of one of the fields.