Salesforce Financial Services Cloud to HubSpot
Salesforce CRM industry edition for banks, wealth managers and insurers, with person accounts, households, financial accounts and relationship objects.
Salesforce Financial Services Cloud data can move into HubSpot, landing mainly in Sales Hub. 3 of 8 mapped objects move directly (Person Accounts (individuals / prospects), Opportunities and Cases); 4 items need manual work and 4 do not move. Plan roughly 2-4 weeks for a small move and 12-24 weeks for a large one.
Migration checklist for Salesforce Financial Services Cloud
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
Under 25k contacts and deals
Prospects and opportunities only.
Mid migration
25k-250k records with households
Households, associations and activities.
Large migration
Over 250k records with financial-account data
Custom objects, files and regulatory review.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Salesforce Financial Services Cloud: what you need to get in, what lands in HubSpot, and what will not.
Salesforce platform APIs (REST/SOAP/Bulk). Data Loader uses these. Not separately verified in the sources visited.
Salesforce user with API access, plus HubSpot account access.
Salesforce admin-level API access to connect the HubSpot integration. Exact permission set not verified.
Choose your route
How will you move the data?
HubSpot offers an integration for importing records from Salesforce Financial Services Cloud.
- You need: Salesforce user with API access, plus HubSpot account access.
- Permission: Salesforce admin-level API access to connect the HubSpot integration. Exact permission set not verified.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Data Loader export wizard per object
- Salesforce reports (standard on Account/Contact, custom on Account Contact Relationship, Account-Account Relationship and Contact-Contact Relationship)
- HubSpot native Salesforce integration import
- Third-party migration tools
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 12-24 weeks, usually phased.
Talk to a partnerWhere each object lands
In Salesforce Financial Services Cloud
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Person Accounts (individuals / prospects) | Contacts | yes | A person account combines Account and Contact fields, so split or flatten it. Leads also land as Contacts. |
| Household (business account) | Companies | partial | Households are business accounts. Import them as Companies, possibly with a household type property. |
| Account Contact Relationship (household membership) | Companies | partial | This is a junction object. Rebuild it as contact-to-company associations with labels. |
| Opportunities | Deals | yes | Opportunity is a standard object in the HubSpot Salesforce import. |
| Advisers / referral partners | Contacts | partial | Likely Contacts, Companies or Custom objects depending on design. This is analyst scope, not documented. |
| Activities, notes and tasks | Tasks | partial | Activity history depends on the export and import method. Map to Notes, Calls, Emails, Meetings and Tasks. |
| Cases | Tickets | yes | Cases map to Tickets, per migration guides. |
| Financial accounts, holdings, transactions, roles | Custom objects | manual | Keep these in the specialist system. Move only a summary or reference if needed. |
What to expect
Automation does not migrate and must be rebuilt in HubSpot.
Salesforce history does not import as HubSpot property history.
Logic does not carry over. Export the calculated values or recreate them as calculation properties.
Out of scope by analyst boundary: keep them in specialist systems.
The ACR junction model has no direct HubSpot equivalent.
ContentVersion/ContentDocument files have no native HubSpot import.
They are FSC-specific objects.
Community reports cite a cap of 10,000 records per object and updates-only behaviour after the first run.
Use the Salesforce IDs as unique properties and dedupe before the load.
Limit the fields to those needed and apply HubSpot permissions and sensitive-data settings.
Use CSV import for full property sets.
Export the values as static properties.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths (Data Loader, reports) and the FSC data model are backed by Salesforce docs, and the HubSpot Salesforce import is backed by HubSpot docs. API limits, auth details, certifications and residency were not researched, and the FSC-specific object mapping rests on analyst judgement and third-party guides.
Sources
Related migrations
Frequently asked questions
How do I migrate Salesforce Financial Services Cloud to HubSpot?
1. Inventory FSC objects in use: Person Accounts, Households, ACR, Financial Account and custom objects. 2. Decide which data stays in the specialist systems. 3. Create HubSpot properties with a Salesforce ID property for each object. 4. Run the Data Loader export or reports for Account, Contact, ACR and Opportunity.
What data can move from Salesforce Financial Services Cloud to HubSpot?
These objects move directly: Person Accounts (individuals / prospects), Opportunities and Cases. Check the mapping table for partial and manual items.
What does not move from Salesforce Financial Services Cloud to HubSpot?
Workflows and automation, Field history, Formula and roll-up fields (household roll-ups) and Policy administration, underwriting, loan origination, portfolio accounting records. Plan to rebuild or retire these.
How long does a Salesforce Financial Services Cloud to HubSpot migration take?
Small (Under 25k contacts and deals): 2-4 weeks. Mid (25k-250k records with households): 6-12 weeks. Large (Over 250k records with financial-account data): 12-24 weeks. These are planning estimates, not a quote.
What access do I need to export from Salesforce Financial Services Cloud?
Salesforce user with API access, plus HubSpot account access. Salesforce admin-level API access to connect the HubSpot integration. Exact permission set not verified.
Is there a native HubSpot connector for Salesforce Financial Services Cloud?
Yes. Confirm the supported objects in discovery.
What compliance issues apply when moving Salesforce Financial Services Cloud data?
Check: Financial account and holdings data, Possible minors as household members or beneficiaries, Identification documents and Insurance and lending data. Agree consent, retention and access rules before exporting.
Moving Salesforce Financial Services Cloud into HubSpot?
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