How to adjust your Salesforce field mappings

Last Updated: January 15, 2015

During the initial setup, you very likely spent some time mapping properties between HubSpot and Salesforce fields to ensure the data between those two fields synced back and forth. Let’s go over what you can do with these mappings after the initial setup, should you need to make a change.

Instructions

Follow these steps to edit your Contact or Company field mappings.

1. Navigate to Integrations

In the HubSpot top navigation menu, click on the Account Menu (with your avatar image) > Integrations.

1. Navigate to Integrations

2. Salesforce settings

Within the Salesforce section of the Integrations page, click Settings.

2. Salesforce settings

3. Navigate to Contacts or Company Field Mappings

On the left-hand side, click on the link for Contacts or Company Field Mappings depending on the type of mapping you are trying to adjust.

link to Contact or Company field mappings

4. Contacts Field Mappings

The Contact Field Mappings area within the Salesforce Connector is comprised of two sections: Standard Mappings and Custom Mappings. Standard mappings sync basic information between HubSpot and Salesforce, and therefore cannot be deleted or remapped.

4. Contacts Field Mappings

The Custom Mappings section contains extra information being synced between HubSpot and Salesforce and can be edited or deleted.

First of all, let’s click the checkbox next to Show Advanced Details at the top right of the Contact Field Mappings screen to show more information on our mappings.

Checking this box will show you the name of each field (API Name) within HubSpot and Salesforce, as well as the field type for each property.

5. Edit an existing mapping

If you’d like to edit an existing mapping you have in place, you can do so by navigating to the respective mapping, clicking the gear on the right-hand side, then Edit.

5. Edit an existing mapping

This edit action will allow you to change the HubSpot property or Salesforce property being used in this mapping, as well as the update rule for this mapping.

6. Delete an existing mapping

To delete a mapping that exists that you no longer want performing a sync between your Salesforce and HubSpot properties, navigate to the mapping you wish to delete, click the gear, then choose Delete.

6. Delete an existing mapping

FYI! You may see some mappings in this area without a “Delete” option under the gear. The reason for this is because that mapping is a default mapping that is established with the integration and cannot be deleted. Any custom fields, though, you can delete at your discretion.

7. Refresh an existing mapping

There might be the need, on occasion, to refresh a mapping where something has been changed or updated and needs fixing or updating. You can read more about what refresh mapping does to your field mapping.

The first example is a mapping that shows a missing property. It looks like someone may have accidentally deleted a property in HubSpot that was part of this mapping. The field mapping has a red background and displays “(property does not exist)” under the HubSpot Property section.

7. Refresh an existing mapping

Notice the blue "i" icon next to the mapping.

If you click on that icon, it will tell you a little bit more of the error HubSpot sees here. And will also give you the option to Delete mapping, which we’re not going to do at this time.

In this example, we’re going to refresh (or fix) the mapping instead of deleting. So we’ll want to click the gear to the right-hand side of the mapping, then choose Refresh Mapping.

This action will create a new HubSpot property for this Salesforce field to be mapped to once more. Now the mapping shows back up with HubSpot property, Salesforce field, and no errors.

Another instance where the Refresh Mapping functionality becomes useful is when a field has been updated in Salesforce but not yet in HubSpot. In this example, there’s a picklist field in Salesforce that has been updated with new values. HubSpot alerts me to this with the blue “i” icon to the left of the mapping.

Click on the blue “i” icon and you’ll see a pop-up window that shows missing options on this field, then allows you to click Refresh mapping in order to update the values of the HubSpot property.

Next Article: How to set your Salesforce API call limit

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