Salesforce

What does refresh mapping do to my field mappings?

Last updated: November 14, 2017

Applies to:

Marketing Hub: Pro, Enterprise
Sales Hub: Starter

Within the Salesforce integration's settings, you can refresh an individual contact, company, or deal field mapping. Please note that this will not trigger your contacts to sync.

  • In your HubSpot account, click your photo or avatar in the top right-hand corner, then click Integrations.
  • Select your Salesforce Settings
  • 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 you still see an error after clicking Refresh mapping, 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.

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