Salesforce and Hubspot Outbound Sync for Recommended Fields that are Mapped

Why Do We Sync Recommended Fields

Recommended fields are key important fields that drive many of the dashboards in UserIQ.  Often a user in UserIQ wants to update a recommended field and when doing so as these fields are likely sourced from the CRM, the update in UserIQ is overwritten as the change would also need to be made in the CRM.  As that is double work for clients, if a Recommended field is now sourced from the CRM and updated in UserIQ, that change will be synched back in real-time to the respective CRM.  This sync is automatic and not dependent upon the user having chosen inbound only or outbound.  If the recommended field is sourced from the CRM and mapped in the application, upon a change in UserIQ, the data will sync back to the CRM. The one exception in the recommended fields is the Account Owner field as currently the Account Owner is one way, inbound only when mapped.  

Recommended Fields

To sync any data, the group must have an active integration setup with either Hubspot or Salesforce.  Please see the articles for configuring the Salesforce and Hubspot integrations if there are any questions in this area.

To get to the Recommended fields, under the avatar in the upper right, select site settings.  On the left sidebar select Accounts and Users:

There are two tabs, Accounts and Users as both have recommended fields. 

In looking at the Account Recommended fields, in the below there are fields mapped to Salesforce and Hubspot.  

As these are recommended fields, when on the Account Overview screen and Updating these recommended fields the data will sync back to the CRM from which the data is sourced.

Account Overview

To get to the Account Overview screen select Health, Accounts and then from the table displayed click on a specific account:

After clicking on the Account the Account Overview screen is displayed and midway down the screen there is an Account Details area with and Update icon as seen below:

When clicking the Update icon a modal appears with the fields that are mapped and update-able:

A change to ARR here as ARR is mapped and sourced from Salesforce per the Account and User mapping screen, will result in that change being synced back to Salesforce upon click of the Update button in the lower right hand corner of the modal.

User Overview

The User Overview screen works the same way as the Account Overview only it’s at the User Level.  

To access the User Overview Health, Users and then from the table displayed click on a specific user:

After clicking on the User the User Overview screen is displayed and midway down the screen there is an User Details area with and Update icon as seen below:

When clicking the Update icon a modal appears with the fields that are mapped and update-able:

The only field here that is update-able is the On Account Since and a change to the date here when clicking update will result in the date change being synched back to the CRM from which the field is sourced.

If you have any additional questions regarding the Salesforce or Hubspot Recommended field sync, please contact Technical Support.