Overview
If events are created on your Arlo platform prior to connecting the Arlo for Salesforce plugin you must ensure you set the "Import records into Salesforce (from Arlo) created or edited since" date to a historic date prior to these events being created in Arlo. This setting will determine from which date Arlo events are synced with Salesforce. By default, the "Import records into Salesforce (from Arlo) created or edited since" date is set to the date of installation of the plugin.
If you do not change the default during the installation process and you have events on Arlo created or edited before this date which you would like in Salesforce, you will need to update this setting.
Update the 'Import records into Salesforce' date
- Open the Arlo for Salesforce app on your Salesforce platform.
- Select the Settings tab.
- Select your active connection e.g. "Arlo YourPlatform".
- Select Settings.
- From the Import Settings section, change the Import Records Since to a date before the events you would like imported were created. Note: To edit the date press the pencil icon.
- Press Save.
Trigger a manual sync
Events created in Arlo after the Import Records Since date will automatically sync between Arlo and Salesforce routinely.
- To see results immediately, navigate to the Training and Events tab.
- Click Synchronise now.
