Hubspot Salesforce Integration Certification Answers 2024

The HubSpot company is associated with a HubSpot contact syncing with a Salesforce lead.
The HubSpot company is associated with a HubSpot contact syncing with a Salesforce contact.
The HubSpot company has no associated contacts in Salesforce.
The HubSpot company has different associated contacts in HubSpot than in Salesforce.

True or false? If you save a copy of the Salesforce package’s data when you uninstall the integration, you can restore it if necessary.

True

False

Your client reports that they have a lot of duplicate company records appearing in their system. What action item should you complete to diagnose the problem?

Check the company’s related contacts and associations for 1:1 matches in both systems.
Make sure the timeline sync settings checkbox is checked.
Check the Salesforce lead ID or contact ID property history.
Reassign the company to a new owner.

True or false? Events will only sync to Salesforce if sync was enabled when the events were logged.

True

False

When merging duplicate Salesforce contacts, which action is a best practice?

Delete the Salesforce records.
Push the HubSpot records to Salesforce.
Select the oldest Salesforce record as the primary record.
Select the Salesforce contact record currently syncing with HubSpot as the primary record.

Which of the following issues does not cause a property mapping error?

Incorrectly mapped properties
Deleted properties or fields
Invalid email addresses
Non-existent Salesforce reference field mappings

True or false? It’s possible to merge duplicate HubSpot companies with the Salesforce integration installed.

True
False

If your client reports an error, what is the first step you should take?

Resync the records.
Check the knowledge base documentation.
Look for patterns in the records.
Collect more information from the client.

True or false? It’s possible to send Salesforce integration error email updates to more than one person.

True

False

How many integration goals should the client target after the maintenance call?

7-10
3-5
2-3
1

Which HubSpot tools become more powerful when they have access to more data? Select all that apply.

Reporting
User permissions
Segmentation
Workflows

True or false? If you market your products to people in the EU, you have to be GDPR compliant.

True

False

Which of the following is not a monthly Salesforce integration maintenance task?

Making sure all new properties and fields are syncing
Conducting an integration maintenance call
Checking updated fields and properties to make sure they match
Ensuring inclusion lists are up to date

What are the elements of a strong action plan? Select all that apply.

A 3-4 sentence summary with specific tasks
A task owner
A deadline
Screenshots

True or false? Installing the Salesforce integration requires regular checkups and maintenance.

True

False

Your client is unable to sync new companies. Which of the following questions will yield the most actionable information about the problem?

Is the object enabled to sync?
Did the client hit the sync button?
Who changed the record last?
Where does the record live?

Your client opened a new channel of lead intake and flooded their inclusion lists with a host of new syncing contacts. How can they solve this problem to limit who syncs with Salesforce and stay within their API limit?

Delete the contacts.
Updating the inclusion list sync criteria.
Allocate more API calls to HubSpot.
Do nothing; this problem cannot be resolved.

A few years ago, your client hired a Salesforce engineer to customize their org. As a result, they rely on complex automation to format their data. Which sync rule should they use if they want to use the Salesforce integration?

Prefer Salesforce unless blank
Two-way
Don’t sync
Always use Salesforce

Select all that apply. Which of the following data types do not sync using the Salesforce integration?

Contacts
Email attachments
Lookup fields
Deals

How frequently does the API check for new information that needs to sync?

Daily
Every minute
Hourly
Every 15 minutes

Fill in the blank: GDPR stands for ______.

General Data Program Regulation
General Data Policy Regulation
General Data Protection Regulation
General Data People’s Regulation

Your client is experiencing some issues with HubSpot deals syncing to Salesforce opportunities. When you examine the sample records, you notice that the opportunities are not assigned to a sales process. What action step should you take?

Delete the opportunity.
Create a new opportunity.
Reassign the opportunity to a sales process.
Check the Salesforce lead ID.

Which of the following actions resolve API limit issues? Select all that apply.

Uninstalling the integration
Adjusting the number of calls allotted to HubSpot
Creating and syncing inclusion lists
Configuring and syncing selective sync

What are some potential causes of an import error? Select all that apply.

Invalid domains
Invalid emails
Too many records
Too many data types

Which of the following is an example of a custom code solution? Select all that apply.

Automation
Workflows
Sync rules
Validation rules

If you uninstall the integration and have contacts, companies, or deals in HubSpot assigned to Salesforce-only users, what is the best practice to proceed?

Delete them
Import them
Reassign them
Sync them

True or false? If you want to uninstall the Salesforce integration, you can just delete it.

True
False

Fill in the blank. If you map a custom property that already contains a lot of data, you need to ___ in order to sync that information without hitting the API limit.

sync immediately
sync gradually
do nothing
input the data

True or false? You can connect only one Salesforce instance per HubSpot account.

True
False

Which order of operations is the best practice for installing the Salesforce integration?

Install the integration, import data from Salesforce to HubSpot, clean the data, set boundaries to limit data flow
Set boundaries to limit data flow, install the integration, import data from Salesforce to HubSpot, clean the data
Import data from Salesforce to HubSpot, install the integration, clean the data, set boundaries to limit data flow
Clean the data, install the integration, import data from Salesforce to HubSpot, set boundaries to limit data flow

On your discovery call, your client mentions that they need to integrate HubSpot with Salesforce before their Salesforce contract expires in six months. This information best represents which pillar of the discovery call framework?

Challenges, goals, and plans
Timeline, consequences, and implications
Budget and authority
None of the above

What client use cases can lengthen the installation timeline? Select all that apply.

Building a new process or business unit
Syncing standard objects
Syncing custom Salesforce fields
Cleaning dirty data

Fill in the blank. The _____ is the Salesforce user whose credentials are used to log into Salesforce.

integration user
Salesforce user
default user
primary user

True or false? A person can be an account, lead, or contact in Salesforce, whereas a person can only be a contact in HubSpot.

True

False

What HubSpot edition is required to create and sync custom objects?

Professional
Starter
Enterprise
Corporate

Your client makes journals for teens. In their HubSpot database, they want to send separate emails to parents. Which HubSpot feature will allow them to specify this relationship between records?

Contacts
Labels
Custom properties
Flexible associations

How does HubSpot differentiate between a contact and a lead within HubSpot?

Lifecycle stage property
Buyer’s journey property
Deal stage property
Contact owner property

Which of the following are complex tasks a client may prefer to keep in Salesforce? Select all that apply.

Complex custom automation
Custom objects
Workflows
Syncs

Salesforce campaigns most closely resemble which HubSpot tool?

Lists
Campaigns
Emails
Reporting

Select all that apply. Which of the following issues may require correction in Salesforce?

Data that is not formatted.
Data that is missing elements.
Data that is old.
Data that is incorrect.

True or false? Deduplication happens automatically in Salesforce.

True
False

The HubSpot deals object maps to which object in Salesforce?

Leads
Notes
Opportunities
Functions

Your client is experiencing a sync error, and they send you an explanation of what’s happening and what they expect to happen. What additional information do you need to request? Select all that apply.

Links to impacted records
A screenshot of the sync health dashboard
The name of the person experiencing the error
Links to the integration settings page

It’s a best practice to assign the Salesforce integration maintenance worksheet to:

the client’s IT lead.
the client’s Ops lead.
the client’s Salesforce administrator.
the client’s marketing team.

Which of the following integration maintenance tasks should occur on a weekly basis? Select all that apply.

Check the integration dashboard.
Monitor API calls and usage.
Read error alert emails.
Check updated properties and fields to make sure they match.

Which of the following is not a component of a Salesforce integration user?

Role
Profile
Boundaries
User

Which of the following tasks is not your responsibility during a discovery call?

Explaining how the integration works
Talking the client through the mapping process
Implementing the integration immediately
Highlighting the role of the integration user

Hubspot Salesforce Integration Certification Answers

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