Arlo offers a powerful, two-way integration with Salesforce and includes extensive options for customization and reports.
Once the connection between Arlo and Salesforce has been established, information will automatically be synchronised between the two systems.
Contacts and accounts in Arlo that are associated with registrations or leads can be automatically synchronised to Salesforce, and updates made to the associated records in Salesforce will be fed back into Arlo.
This allows your Salesforce users to easily stay up to date with your contacts and accounts latest course, registration, elearning, and opportunity activity without ever needing to access Arlo.
The Arlo/Salesforce connector is publicly available for free on the Salesforce AppExchange.
The Salesforce connector is not fully compatible with the Salesforce Nonprofit platform due to the differences in the structure of accounts (households in Nonprofit).
If you are using Salesforce Nonprofit we recommend using our Zapier integration instead.
Once the connection between Arlo and Salesforce has been established and the fields mapping set up as required, information will automatically be synchornised between the two applications.
The information below explains the integration behaviour for each entity when records are created or updated.
Only contacts and accounts associated with registrations or leads in Arlo will be synchronised to Salesforce. All other records should be created in Salesforce, not Arlo (as Salesforce is treated as the master CRM).
Contact creation
Arlo is the master when contacts are created.
Contacts created in Arlo: Arlo will push contacts to Salesforce (where they do not already exist) if they are linked to a registration, lead, or they are the key contact on a private course.
Contacts created in Salesforce: Salesforce will not push new contacts to Arlo. Salesforce is considered the master CRM, so records will only remain in that system.
Contact updates
Salesforce is the master for contact updates. You should update Arlo contact's details in Salesforce.
Updates made in Arlo: If you update contact information (including custom fields) in Arlo, this information will not show in Salesforce and any changes may be reverted at the next sync.
Updates made in Salesforce: Updates to contacts in Salesforce will show in Arlo, as long as the Salesforce contact is linked to an Arlo contact. Contacts that are deleted or merged in Salesforce will be archived in Arlo.
If contacts are merged in Salesforce then you should also complete the merge in Arlo, or the contact will be recreated in Salesforce at the next sync.
Organisation creation
Arlo is the master when organisations are created.
Organisations created in Arlo: Arlo will push organisations to Salesforce (where do they not already exist) if they are linked to a registration, lead, or are an organisation on a private event.
Organisations created in Salesforce: Salesforce will not push accounts to Arlo. Salesforce is considered the master CRM, so records will only remain in that system.
Organisation updates
Salesforce is the master for organisation updates. You should update Arlo organisation's details in Salesforce.
Updates made in Arlo: If you update organisation information (including custom fields) in Arlo, this information will not show in Salesforce and any changes may be reverted at the next sync.
Updates made in Salesforce: Updates to accounts in Salesforce will show in Arlo, as long as the Salesforce account is linked to an Arlo organisation.
Leads will only be synchronised between Arlo and Salesforce is this settings is selected.
Lead creation
Arlo is the master when leads are created.
Leads created in Arlo: Arlo will push leads to Salesforce. Salesforce shows them as opportunities.
Leads created in Salesforce (in Salesforce as opportunities): Salesforce will not push opportunities to Arlo. Salesforce is considered the master CRM, so records will only remain in that system.
Lead updates
Updates to leads are not currently supported by the integration.
Courses will only be synchronised between Arlo and Salesforce is this settings is selected.
Course creation
Arlo is the master for course creation.
Courses created in Arlo: Arlo will push all courses to Salesforce.
Courses created in Salesforce: Courses cannot be created in Salesforce.
Course updates
Arlo is the master for course updates.
Updates made in Arlo: If you update course information in Arlo, this information will be pushed through to Salesforce.
Updates made in Salesforce: Updates to courses in Salesforce will not be pushed through to Arlo, as Arlo is the master for courses.
Registrations will only be synchronised between Arlo and Salesforce is this settings is selected.
Registration creation
Arlo is the master for registration creation.
Registrations created in Arlo: Arlo will push new registrations to Salesforce.
Registrations created in Salesforce: Registrations cannot be created in Salesforce.
Registration updates
Arlo is the master for registration updates.
Updates made in Arlo: If you update registrations in Arlo. this information will be pushed through to Salesforce.
Updates made in Salesforce: Updates to registrations in Salesforce will not be pushed through to Arlo, as Arlo is the master for registrations.
Without manually triggering an update, both systems will automatically synchronise on the following basis.
- A change to a record in Salesforce will be updated in Arlo within a few minutes.
- A change made to a record in Arlo will take up to an hour to be updated in Salesforce.
This article describes how to connect your Salesforce CRM with Arlo.
It also explains how to synchronise historical data and how to run a manual synchronisation.
Learn more about the Salesforce integration settings and setup.
As part of the Salesforce integration you can set up field mapping so the information from Arlo is synchronised with the correct fields in Salesforce.
There are a combination of fixed mapped (those that cannot be changed), automatically mapped (those that are mapped but can be edited), and manually mapped (those that have to be manually setup) fields available.
Learn more about creating and managing your field mapping for the Salesforce integration.
The Salesforce integration is a complex integration, with a lot of data transfer. In the event that you can't find the information you are looking for in our main articles, try our frequently asked questions article.