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3 minutes ago
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hubspot salesforce integration data quality lead routing

📋 Description

  • Own day-to-day configuration of Salesforce and HubSpot: objects, fields, record types, page
  • Maintain naming conventions, picklist values, and field standards so the data stays usable
  • Own the configuration of lead and account assignment: assignment rules, round robins, queues
  • Validate that routing behaves as documented, and that records land with an active, correct owner
  • Investigate and resolve routing failures, and identify the underlying configuration issue rather
  • Own the HubSpot to Salesforce integration in practice: field mappings, sync rules, exclusion

🎯 Requirements

  • 4+ years administering Salesforce in a B2B SaaS environment
  • Hands-on experience administering HubSpot, including the Salesforce integration and field mapping
  • Salesforce Administrator certification, or equivalent demonstrated experience
  • Demonstrated experience configuring lead routing, assignment rules, and territory models
  • Experience running bulk data operations and imports with appropriate testing and validation
  • A working habit of testing before deploying and documenting what you changed
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