Custom Settings

The Hover for Salesforce integration ships with a set of custom settings that let you turn optional behaviors on or off without any code changes.

What is a custom setting?

A custom setting is a native Salesforce configuration record that admins manage directly in Setup. The integration's settings live on a single hierarchy custom setting named Hover Config (Hover_Config__c). Because it's a hierarchy setting, you can define values at the org level and, if needed, override them for specific profiles or users — the integration reads your org-level default values at runtime.

Every setting below is a checkbox and is off by default, so upgrading the package never changes existing behavior. You opt in to each feature only when you're ready. Your configurations should track across any upgrades to the integration, so configuring these settings should be a one-time action.

Where to manage it

From your Salesforce environment, go to Setup → Custom Settings.
Click Manage next to Hover Config.
Select New (or Edit) on the Default Organization Level Value.
Check the settings you want to enable and click Save.

Available settings

Setting (label)	API name	Default	What it does when enabled
Auto Create Estimate	`Auto_Create_Estimate__c`	Off	Automatically creates a Salesforce estimate when Hover sends the `project-management-production-list-created` webhook, so estimates appear in Salesforce as soon as they're produced in Hover — no manual sync required.
Split Estimates By Trade	`Split_Estimates_By_Trade__c`	Off	Breaks a synced estimate into a separate estimate per trade/template instead of a single combined estimate, giving you a cleaner breakdown when a job spans multiple trades.
Enable Suborg Access on Job Create	`Enable_Suborg_Access__c`	Off	Shares jobs created in a sub-org up to the parent org on creation, so the parent org's webhook subscription receives their events (completion, measurements, and estimate sync). Enable this on any org that uses sub-orgs within Hover.
Prorate Deposit By Trade	`Prorate_Deposit_By_Trade__c`	Off	New in v2.0.0. Splits the estimate's deposit evenly across the trades on the estimate, adding a Deposit line item for each trade.
Backup User Email	`Backup_User_Email__c`	Blank	Added in v1.7.16. The email of a Hover user in the parent org, such as an org admin. If a job fails to send to Hover because the assigned Salesforce user has no Hover account, the integration retries once as this user so the job is still created.

Notes on enabling each setting

Auto Create Estimate: Before enabling, make sure both your guest site user and the Hover permission set have access to the HoverSyncMaterialListOnCreate Apex class. Without this access, the webhook runs but no estimate is created.
Split Estimates By Trade: When off, a job's line items are synced into one estimate. When on, line items are grouped by trade so each trade gets its own estimate record.
Prorate Deposit By Trade: Uses the deposit set on the estimate in Hover, not the financing down payment. The deposit is divided evenly by the number of trades, not by each trade's share of the total. Each Deposit line item is named Deposit - and has a Line Item Type of Deposit. They're added to the combined estimate. Each share is rounded to the cent, so the shares can differ from the original deposit by a cent or two. This setting works whether or not Split Estimates By Trade is on.
Enable Suborg Access on Job Create: Only relevant if your Hover account uses a parent/sub-org structure. Leave it off for single-org accounts. It has no effect when a job's org matches the parent org.
Backup User Email: Enter the email of a real Hover user, such as an org admin. The retry creates the job in the parent org. The assignee on the Salesforce Hover Job doesn't change, so your existing assignment automations still reassign the job to the intended rep. Leave this blank to turn off the retry.