Field mappings in Salesforce overview

The following article describes the mapping behaviour and details for fields on Salesforce records to the corresponding fields on records in Arlo.

In this article:

Mapping overview (by entity):
Mapping details (by entity):

Mapping overview

The table below illustrates the record types that can be integrated and the potential integration options for each.

Arlo entity / Salesforce Entity	Integration behaviour
Contacts	Updating contacts: Salesforce is the master. You can update Arlo contacts' details in Salesforce. Updates made in Arlo If you update contact information (including custom fields) in Arlo, this information will not show in Salesforce. Updates made in Salesforce Updates to contacts in Salesforce will show in Arlo, as long as the contact record is linked to an Arlo record.
	Creating contacts: Arlo is the master. Contacts created in Arlo Arlo will push contacts to Salesforce if they are linked to a registration, lead, or are a key contact on a private event. Contacts created in Salesforce Salesforce will not push contacts to Arlo.
	Custom fields You must create the custom fields Arlo and in Salesforce and choose the mapping for custom field data to show in Salesforce. Learn more about custom field mapping.
	Mapping contacts in Salesforce You have a choice of how fields are mapped to Salesforce. Main or core contact fields have default mapping applied, but custom fields do not. You must choose the mapping for the Arlo to be able to synchronise the data. Any field that is not mapped will not be synchronised. You must map Arlo yes/no fields to Salesforce checkbox fields.
Newsletter subscriptions / Newsletter subscription fields on contacts	Arlo sends newsletter subscription settings for contacts to Salesforce.
Organisations / Accounts	Updating organisations: Salesforce is the master. You can update Arlo organisations' details in Salesforce. *Updates made in Arlo* If you update organisation information (including custom fields) in Arlo, this information will not show in Salesforce. Updates made in Salesforce If you update organisation information in Salesforce, this will show in Arlo as long as the contact record is linked to an Arlo record.
	Creating organisations: Arlo is the master. Organisations created in Arlo Arlo will push Organisations to Salesforce if they are linked to a registration, lead, or are an organisation on a private event. Organisations created in Salesforce Salesforce will not push organisations to Arlo.
	Custom fields You must create the custom fields Arlo and in Salesforce and choose the mapping for custom field data to show in Salesforce. Learn more about custom field mapping.
	Mapping contacts in Salesforce You have a choice of how fields are mapped to Salesforce. Main or core organisation fields have default mapping applied, but custom fields do not. You must choose the mapping for the Arlo to be able to synchronise the data. Any field that is not mapped will not be synchronised. You must map Arlo yes/no fields to Salesforce checkbox fields.
Leads / Opportunities	Updating leads: Updates to Leads are not currently supported.
	Creating leads: Arlo is the master. Leads created in *Arlo* Arlo pushes all leads to Salesforce that will show them as opportunities. Opportunities (Leads) created in Salesforce Salesforce will not push opportunities to Arlo.
	Custom fields You must create the custom fields Arlo and in Salesforce and choose the mapping for custom field data to show in Salesforce. Learn more about custom field mapping.
	Mapping leads in Salesforce You have a choice of how fields are mapped to Salesforce. Main or core lead fields have default mapping applied, but custom fields do not. You must choose the mapping for the Arlo to be able to synchronise the data. Any field that is not mapped will not be synchronised. You must map Arlo yes/no fields to Salesforce checkbox fields.
Events /Arlo Events (new Salesforce object)	Updating events: Arlo is the master. Salesforce will not push updates made to events to Arlo. Arlo will push updates to events to Salesforce.
	Creating events Events must be created in Arlo. Arlo will push new events to Salesforce. Events cannot be created in Salesforce.
	Custom fields You must create the custom fields Arlo and in Salesforce for the data to show.
	Mapping leads in Salesforce: Mapping not supported or necessary for events.
Registrations / Arlo Registrations (new Salesforce object) Note: Only registrations for events are synced to Salesforce. As the Elearning entity is not currently supported in the plugin, registrations for Elearning will not sync to Salesforce.	Updating registrations: Arlo is the master. Salesforce will not push updates made to registrations to Arlo. Arlo will push updates to registrations to Salesforce.
	Creating registrations Registrations must be created in Arlo. Arlo will push new registrations to Salesforce. Registrations cannot be created in Salesforce.
	Mapping leads in Salesforce: Mapping not supported or necessary for registrations.
	Custom fields You must create the custom fields Arlo and in Salesforce for the data to show.
Addresses (on all records)	See details on how addresses are mapped.
Regions (on all records)	Arlo sends region settings on contacts, organisations, and events to Salesforce.
Elearning and Elearning registrations (Online activities)	These entities are not currently supported in the plugin. You will need to view the entity in Arlo to see these details.
Sessions (on multi-session events)
Options (optional extras on events)
Orders (invoice information)

Mapping details

Fixed = Mapping setup as part of the Arlo Salesforce app. Mapping cannot be edited.
Auto Setup = Mapping setup as part of the Arlo Salesforce app. Mapping can be edited.
Manually Setup = You are required to manually set up the field mapping in Salesforce.

Contact field mapping details

Arlo field name / Salesforce field name	Arlo API field type / Salesforce field type	Values (if picklist)	Length / max characters (Arlo API / Salesforce)	Mapping	Description
FirstName / Name	String / Text		64 / 40	Fixed	Standard Salesforce field
LastName / Name	String / Text		64 / 80	Fixed	Standard Salesforce field
Email / Email	String / Email		128	Fixed	Standard Salesforce field.
Organisation / Account	Lookup (Account)			Fixed	Standard Salesforce field.
PostalAddress / MailingAddress	Address / Address			Fixed	Standard Salesforce field.
PhoneWork / Phone 2	String / Phone		128	Manually setup	Recommend mapping to standard SF field.
PhoneHome / HomePhone 2	String / Text		128	Manually setup	Recommend mapping to standard SF field.
PhoneMobile / MobilePhone 2	String / Text		128	Manually setup	Recommend mapping to standard SF field.
Position / Title 2	String / Text		128	Manually setup	Recommend mapping to standard SF field.
Status				Manually setup	Do not recommend mapping.
CodePrimary	String		50	Manually setup	A reference code for a contact, e.g. customer number, membership number. Either a) map the field to an existing Salesforce field, or b) create new Salesforce field and map the new field to this field.
Department / Department 2	String / Text		64 / 80	Manually setup	Recommend mapping to standard SF field.
Branch	String		64	Manually setup	Either a) map the field to an existing Salesforce field, or b) create new Salesforce field and map the new field to this field.
Regions / Region 1	Collection / Text		255	Fixed	List of regions a contact is associated with separated by commons, e.g. "AU,NZ,UK". *Note:* Updates to this field in Salesforce will not be copied back to Arlo.
Custom fields	Custom field			Manually setup	Custom fields are supported with the Arlo Salesforce integration. Learn more about custom field mapping.
ContactID / Arlo contact ID	Integer 3 / -			Fixed	Arlo's unique ID for the contact, e.g. 45
UniqueIdentifier / Arlo UniqueIdentifier	Guid 3 / -			Fixed	Arlo's unique ID for the contact across multiple Arlo platforms.
Management page / Arlo management URL 1	URL			Fixed	Link that opens record in Arlo’s management platform.

Newsletter subscriptions: field mapping details

Arlo field name / Salesforce field name	Arlo API field type / Salesforce field type	Values (if picklist)	Length / max characters (Arlo API / Salesforce)	Mapping	Description
NewsletterSubscriber 5 / Newsletter_Subscriber 1	Boolean / Checkbox			Fixed	Newsletter subscriber flag. Note: Updates to this field in Salesforce will not be copied back to Arlo.
NewsletterSubscribedTopics 5 / Newsletter_Topics 1	List / Text		200	Fixed	List of newsletter topics contact is interested in separated by common, e.g. "Marketing, Sales". Note: Updates to this field in Salesforce will not be copied back to Arlo.

Organisations: field mapping details

Arlo field name / Salesforce field name	Arlo API field type / Salesforce field type	Values (if picklist)	Length / max characters (Arlo API / Salesforce)	Mapping	Description
Name / Name	String / Name		128	Fixed	Standard Salesforce field
ParentOrganisation / ParentOrganisation	Lookup (Account)			Fixed	Standard Salesforce field
ChildOrganisations / ChildOrganisations	Lookup (Account)			Fixed	Standard Salesforce field
PostalAddress / BillingAddress	Address / Address			Fixed	Standard Salesforce field
PhysicalAddress / ShippingAddress	Address / Address			Fixed	Standard Salesforce field
CodePrimary /	String		50	Manually setup	Reference codes for an organisation, e.g. customer number, membership number. Either a) map the field to an existing Salesforce field, or b) create new Salesforce field and map the new field to this field.
CodeSecondary /	String		50	Manually setup
PhonePrimary / Phone 2	String / Phone		64	Manually setup	Recommend mapping to standard SF field
PhoneSecondary /	String		64	Manually setup	No recommended mapping. Create new Salesforce field and map the new field to this field.
WebsiteUrl / Website 2	String		256	Manually setup	Recommend mapping to standard SF field
Status /				Manually setup	Do not recommended mapping.
Regions / Region 1	Collection / Text		255	Fixed	List of regions an account is associated withseparatedby commas, e.g. "AU,NZ,UK" Note: Updates to this field in Salesforce will not be copied back to Arlo.
Custom fields /	Custom fields			Manually setup	Custom fields are supported with the Arlo Salesforce integration. Learn more about custom field mapping.
OrganisationID / Arlo organisation ID	Integer			Fixed	Arlo's unique ID for the organisation, e.g. 45
UniqueIdentifier / Arlo UniqueIdentifier	Guid			Fixed	Arlo's unique ID for the organisation across multiple Arlo platforms.
Management page / Arlo management URL 1	URL			Fixed	Link that opens record in Arlo’s management platform.

Leads: field mapping details

Arlo field name / Salesforce field name	Arlo API field type / Salesforce field type	Values (if picklist)	Length / max characters (Arlo API / Salesforce)	Mapping	Description
Organisation / Account	Lookup (Account)			Fixed	Standard Salesforce field
PrimaryContact (Key contact) / Key contact 1	Lookup (Contact)			Fixed	Your key contact for the opportunity
AssignedContact (Assigned to) / Owner	Lookup (User)			Fixed	Salesperson who is managing the opportunity. Salesforce separates Users (admin) from Contacts. Where a user with matching email doesn’t exist, a new user is not created, i.e. Users need to be set up in Salesforce first.
EstimatedCloseDate Time (one word) / CloseDate	DateTime / Date			Fixed	If an estimate close date is not recorded in Arlo, today's date will be used and a note will be added in the opportunity explaining this. At this stage, the actual closed date in Arlo is ignored even if it is available.
Topic / Name 2	String / Text		256 / 120	Auto setup	Standard Salesforce field
Type / Type 2	Enums / Picklist Dropdown in Arlo management platform.	List options need to maintained in Arlo and Salesforce.		Auto setup	Describes the type of opportunity, e.g. New public event, custom enquiry. See Arlo API for list of types. Note: Arlo types will not be added to items in the Salesforce field picklist.
Stage / StageName 2	String / Picklist Dropdown in Arlo management platform.	List options need to maintained in Arlo and Salesforce.	32	Auto setup List options need to maintained in Arlo and Salesforce.	Sales stage of the opportunity, e.g. "Identified","Validated". Note: Values not already in the SF field picklist will be added as Inactive Picklist Valueson the field.
Source / LeadSource 2	String / Picklist Dropdown in Arlo management platform.	List options need to maintained in Arlo and Salesforce.	256	Auto setup List options need to maintained in Arlo and Salesforce.	Describes where the opportunity was generated, e.g. "Website","Existing client". Note: Arlo options will not be added to items in the Salesforce field picklist.
Information / Description 2	Unlimited size / Long Text Area		32,000	Auto setup	Background information on the opportunity.
Value / Amount 2	Decimal / Currency		16.2	Auto setup	Estimated value of the opportunity. Note: Currency conversions are not applied.
ValueCurrencyCode /				Manually setup	Currency of the value
ValueIsTaxExclusive /	True or False			Manually setup	When true, the value includes tax
Status /	Enum			Manually setup	Either "Open", "Closed", or "Archived"
Rating /	String		32	Manually setup	Describes the likelihood of closer, e.g. "Hot", "Warm", "Cold".
Category /	String		32	Manually setup	Opportunity classification, e.g. Existing course, New topic idea, Private course, ..
Location /	String		256	Manually setup	Location of the opportunity, usually the city.
Regions / Region 1	Collection / Text (255)		255	Fixed	List of regions an opportunity is associated with separated by commons, e.g. "AU,NZ,UK". Note: Updates to this field in Salesforce Arlo will not be copied back to Arlo
LeadID / Arlo opportunity ID				Manually setup
UniqueIdentifier / Arlo UniqueIdentifier				Manually setup
Management page / Arlo management URL 1	URL			Fixed	Link that opens record in Arlo’s management platform.
Custom fields	Custom field			Manually setup	Custom fields are supported with the Arlo Salesforce integration. Learn more about custom field mapping.

Events: field mapping details

[Template] Name / Name	Text			Fixed	Name of event
[Template] Provider / Provider	Text		255	Fixed	Organisation delivering the event when it is not your event. Learn more about external provider events.
[Template] Code / Template_Code	Text		128	Fixed	Learn more about template and event codes.
Code / Event_Code	Text		128	Fixed
Status / Event_Status	Formula			Fixed	e.g. Draft, Active, Completed, Cancelled.
Event confirmed? / Confirmation Status	Picklist Dropdown in Arlo management platform.	Confirmed (not confirmed is blank)		Fixed	Only shows if Arlo platform has event confirmation workflow activated. Learn more about event confirmations.
Date Event confirmed / Confirmation Date	Date/Time			Fixed	Only shows if Arlo platform has event confirmation workflow activated. Learn more about event confirmations.
Last Modified Date / Arlo Last Modified Date	Date/Time			Fixed	The date that the event was last modified (by an admin) in Arlo.
/ Arlo Event ID	Number		18	Fixed	Generated by Salesforce and does not exist in Arlo.
Created Date / Arlo Created Date	Date/Time			Fixed	The date that the event was created (by an admin) in Arlo.
Status (Raw Data) / Status (Raw Data)	Picklist Dropdown in Arlo management platform.	Draft Active (in progress) Completed Cancelled Unknown		Fixed	The status value received from Arlo. The field labelled "Status" should be used on page layouts instead, which infers values for "In progress" etc.
Private event/course information /				Fixed	Learn more about private events.
/ Private	Checkbox			Fixed	If ticked, event is Private/In-House.
Organisation / Client Account	Lookup			Fixed	Name of the organisation that the private event is provided to (if applicable).
[Private Event] Organisation Key / Account UID	Text		128	Fixed	Unique Identifier Key of the organisation that the private event is being delivered to (if applicable).
Key contact / Key Contact	Lookup			Fixed	Key contact on the private event (if applicable).
[Private Event - Key contact] Contact Key / Contact UID	Text		128	Fixed	Unique Identifier Key of the Key contact for the private event (if applicable)
Website /				Fixed
Summary / Summary	Text		8 lines / 500 chars	Fixed	The summary from the Arlo event's website page, if applicable.
Schedule /				Fixed	Learn more about schedule types.
Start date / Start date	Date/Time			Fixed	The start date of the event (the date of the first session if a multi-session event).
End date / End date	Date/Time			Fixed	The end date of the event (the date of the last session if a multi-session event).
Time zone / Timezone	Text		128	Fixed
Start date event (with event timezone) / Start_Date_Event_Timezone	Text		100	Fixed	E.G. 13/09/2019 08:00 AM (UTC+12:00)
End date event (with event timezone) / End_Date_Event_Timezone	Text		100	Fixed	E.G. 13/09/2019 08:00 AM (UTC+12:00)
Delivery Method / Delivery	Picklist Dropdown in Arlo management platform.	Webinar At a venue		Fixed	Only Live online and At a Venue (events) are supported, not Online Activities.
Presenter(s) / Presenter(s)	Text		255	Fixed	All presenters on an event, if presenting any/all sessions (not only advertised presenters). Learn more about event presenters.
Venue details /				Fixed
Venue / Venue Name	Text		255	Fixed	The Address of the venue associated to the event. Note: The Venue Address fields will not show for multi session events as there could be multiple venues.
Venue Location / Location Name	Text		255	Fixed
[Venue] Street / PO Box / StreetLine1	Text		255	Fixed
/ StreetLine2	Text		255	Fixed
[Venue] Suburb / Suburb	Text		255	Fixed
[Venue] City / City	Text		128	Fixed
[Venue] Post Code / Postcode	Text		16	Fixed
[Venue] State / Province / State	Text		128	Fixed
[Venue] Country / Country	Text		128	Fixed
Arlo field name / Salesforce field name	Arlo API field type / Salesforce field type	Values (if picklist)	Length / max characters (Arlo API / Salesforce)	Mapping	Description

Maximum registrations / Maximum registrations	Number	18	Fixed	The maximum registration limit on the event (if applicable).
Registrations / Registrations/Max registrations	Number		Fixed	The number of registrations for the event, over max registrations (if applicable), including Completed, Approved, and Awaiting Approval statuses.
Completed Registrations / Completed Registrations	Number		Fixed	The number of completed registrations on an event. This is equal to all registrations on a completed event, regardless of attendance.
[Template] Website page link / View on website	Hyperlink		Fixed	Direct link to the event template page on your website. Potentially public on the website or available to people who have the link.
Website Page URL /	URL		Fixed	URL to the event template page on your website. Potentially public on the website or available to people who have the URL.
Website Registration URL /	URL		Fixed	URL to register for or add the event to the checkout. Use this to send customers to through marketing campaigns if you want people to go straight to registration form (not hyperlink).
Arlo Management URL /	URL		Fixed	URL of the event in your Arlo Management platform (Arlo admins only).
Arlo Management Link /	Hyperlink		Fixed	Direct link to the event in your Arlo Management platform (Arlo admins only).
Website Registration Link / Website Registration Link	Hyperlink		Fixed	Direct link to the event's registration page on your website. If using order process, the event will be added to the checkout.
/ Awaiting Approval or Approved Count	Number		Fixed	Sum of all registrations that are either approved or awaiting approval.
Links & URLs /	Links & URLs		Fixed
Confirmation status /			Fixed
Regions / Region 1	Collection / Text	255	Fixed	List of regions a contact is associated with separated by commas, e.g. "AU,NZ,UK" Note: Updates to this field in Salesforce Arlo will not be copied back to Arlo. Learn more about multi-regions feature.
Custom fields	Custom field		Fixed	Custom fields are supported with the Arlo Salesforce integration. Event custom fields are not mappable, they are fixed when created in Salesforce. Learn more about custom field mapping.

Registrations: field mapping details

Note: Only event registrations sync to Salesforce. Elearning (online activity) registrations are not currently supported.

Arlo field name / Salesforce field name	Arlo API field type / Salesforce field type	Values (if picklist)	Length / max characters (Arlo API / Salesforce)	Mapping	Description
Registration GUID / Unique_Identifier	Text		255	Fixed	The unique identifier of the registration in Arlo.
Registration Result / Result	Picklist Dropdown in Arlo management platform.	Pass Fail Unknown		Fixed	Learn more about registration results.
Registration Status / Status	Picklist Dropdown in Arlo management platform.	PendingApproval Approved Cancelled Completed Unknown		Fixed	Learn more about Registration Status.
Registration Grade / Grade	Text		64	Fixed	Learn more about Registration grades.
Contact GUID / Contact_UID	Text		128	Fixed	The unique identifier of the contact in Arlo.
Contact Email Address / Contact_Email	-			Fixed
Event Start Date / Event_Date	-			Fixed
Contact/Registrant Name / Contact	Lookup			Fixed
Registration Attendance / Attendance	Picklist Dropdown in Arlo management platform.	Attended DidNotAttend Unknown		Fixed	Learn more about Registration Attendance.
Registration Last Modified Date / Arlo_LastModifiedDate	Date/Time			Fixed	The date and time that the registration was last modified in Arlo. May be same as created date. Record modified by marking attendance, for example.
Registration Comments / Comments	Long Text Area		5 lines, 2,048 characters.	Fixed	Learn more about Registration Comments.
Event Code / Code	-			Fixed	Learn more about Event Codes.
Registered Date / Arlo_CreatedDate	Date/Time			Fixed	The date and time that the registration was created.
Registration ID / Arlo_ID (Registration ID)	Number		18	Fixed	The number of the registration in Arlo.
Organisation Name / Account_Name	-			Fixed	The Registrant's organisation name.
Event Name / Event	Master-Detail			Fixed	The name of the event (template) in Arlo.
Regions / Region	Collection / Text	Automatic	255	Fixed	List of regions a contact is associated with separated by commas, e.g. "AU,NZ,UK" Note: Updates to this field in Salesforce Arlo will not be copied back to Arlo Learn more about Regions in Arlo.
Custom Fields	Custom field			Fixed	Custom fields are supported with the Arlo Salesforce integration. Registration custom fields are not mappable, they are fixed when created in Salesforce. Learn more about custom field mapping.

Addresses: field mapping details

Arlo field name / Salesforce field name	Arlo API field type / Salesforce field type	Values (if picklist)	Length / max characters (Arlo API / Salesforce)	Mapping	Description
StreetLine1 / Concatenated into Salesforce StreetAddress field	String / Address		256	Fixed	Standard Salesforce field
StreetLine2	String / Address		256	Fixed	Standard Salesforce field
SuburbOrRegion	String / Address		256	Fixed	Standard Salesforce field
StreetLine3	Not currently supported in the plugin.
StreetLine4	Not currently supported in the plugin.
City / City	String / Address		128	Fixed	Standard Salesforce field
StateOrProvince / State	String / Address		128	Fixed	Standard Salesforce field
PostCode / PostalCode	String / Address		16	Fixed	Standard Salesforce field
Country / Country	String / Address		128	Fixed	Standard Salesforce field

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