Take Control of Which Salesforce Fields Are Included in Insycle

Salesforce databases often contain hundreds of fields—far more than most teams actively use. Without a way to control which fields are pulled into Insycle, your dataset can become bloated with unnecessary data, slowing syncs and making filtering and duplicate matching more difficult.

You can now choose exactly which Salesforce fields are included in your Insycle dataset — the same self-service field inclusion controls already available for HubSpot now work for Salesforce as well.

In Insycle, go to Settings > Fields, select your Salesforce database and object type, and use the Included toggle to add or remove individual fields from your dataset. The Fields table shows each field's label, internal name, field type, and writability, giving you full visibility into what's available. Fields used in automated Recipes and templates are protected and included automatically — you're only managing the additional fields you choose to bring in. You can include up to 100 fields per object type (150 for Enterprise plans).

For example, if your team tracks sales territory and contract tier in custom Salesforce fields, you can enable those fields so they're available for filtering and standardization in Insycle — without pulling in hundreds of fields you'll never use.

Field inclusion changes take effect during the overnight sync process. If you need fields available sooner, contact support to trigger an immediate sync. Note that an Admin or Owner user role is required to manage field inclusion.

Learn more about managing which Salesforce fields are included in Insycle.