Sync Salesforce reference fields

Written by Public API | Jan 1, 1970 12:00:00 AM

Reference field values sync from Salesforce to HubSpot as 18-digit record IDs, not labels. While HubSpot cannot automatically pull in these labels, Salesforce reference fields can be mapped to HubSpot custom properties with a dropdown select field type.

In your HubSpot account, create a HubSpot custom property with a dropdown select field type.
Map the Salesforce reference field to the newly-created HubSpot custom property.
In the left sidebar menu, navigate to Properties.
Click the name of the custom property used in the field mapping.
In the Dropdown options section, the Internal Value column will display the 18-digit record ID for each reference field value from Salesforce. Enter the corresponding field value labels from Salesforce in the Label fields.

In the bottom left, click Save.

You'll now be able to segment the reference field based on the field value labels, instead of the field value record IDs.

Please note: this method requires ongoing maintenance. If a new value is added to the Salesforce reference field, the label of the corresponding option in the HubSpot property must be manually edited following the steps above.

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