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HubSpot-Salesforce Connector Package v3.0 | Frequently Asked Questions

Last updated: October 27, 2022

Applies to:

Marketing Hub Professional, Enterprise
Sales Hub Professional, Enterprise
Service Hub Professional, Enterprise
Operations Hub Professional, Enterprise
CMS Hub Professional, Enterprise

Find answers and general information quickly about the updated HubSpot-Salesforce Connector Package v3.0, released on August 6, 2018.

For quick answers about the general HubSpot-Salesforce integration, refer to this article: Salesforce Integration | Frequently Asked Questions.

Before updating to package v3.0

After updating to package v3.0

 

How do I verify that the HubSpot-Salesforce Connect Package is on version 3.0?

To verify that version 3.0 of the package is installed, navigate to your Installed Packages in Salesforce and ensuring that the HubSpot Integration package is on version 3.0.

How do I resolve an Insufficient Privileges error when trying to install the connector package?

If you encounter a This app can't be upgraded: Insufficient Privileges error when trying to install the connector package, it's likely because the integration user doesn't have the Download AppExchange Packages permission in Salesforce. To resolve the error, the Download AppExchange Packages permission must be enabled for the Salesforce user installing the connector package.

 

What's the difference between the HubSpot Intelligence Object and the HubSpot Visualforce window?

The HubSpot Intelligence object is a custom object that the older connector package created in order to sync analytics information from HubSpot to Salesforce. The HubSpot Visualforce window is an iframe that pulls information directly from the HubSpot contact record, and can be added to lead and contact page layouts in Salesforce.

 

Do I have to add my Salesforce users to HubSpot in order for them to be able to see the HubSpot Visualforce window?

Yes. Users need a minimum of contacts view access in HubSpot in order to view content in the HubSpot Visualforce window in Salesforce.

You can import your Salesforce users directly into HubSpot using HubSpot's Create user function.

 

Can I still view the analytics information that used to be stored on the custom object?

Yes. You can create field mappings to sync conversion data on the Salesforce lead and/or contact object to standard HubSpot contact properties. Mapping Salesforce lead and/or contact fields to HubSpot contact analytics properties will provide the most comparable experience to reporting on the HubSpot Intelligence object.

 

Can I delete the HubSpot Intelligence records in Salesforce?

Yes. If the data is not being used, you can delete the HubSpot Intelligence records in Salesforce after updating to version 3.0 of the package.

 

Can I remove the Lead Nurturing Visualforce window from my Salesforce page layouts?

Yes. As the new Visualforce window includes workflow enrollment, the Lead Nurturing Visualforce window is no longer needed. If you've successfully upgraded to version 3.0 of the package, the Lead Nurturing window will be blank. To remove the Lead Nurturing window, hover over it and click the remove icon in the top-right corner. remove-lead-nurturing-window

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