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 Updates made in Salesforce |
Creating contacts: Arlo is the master. Contacts created in Arlo Contacts created in Salesforce |
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Custom fields |
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Mapping contacts in Salesforce
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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 Updates made in Salesforce |
Creating organisations: Arlo is the master. Organisations created in Arlo Organisations created in Salesforce |
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Custom fields |
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Mapping contacts in Salesforce
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Leads / Opportunities | Updating leads: Updates to Leads are not currently supported. |
Creating leads: Arlo is the master. Leads created in Arlo Opportunities (Leads) created in Salesforce |
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Custom fields |
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Mapping leads in Salesforce
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Events /Arlo Events (new Salesforce object) |
Updating events: Arlo is the master.
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Creating events
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Custom fields |
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Mapping leads in Salesforce: Mapping not supported or necessary for events. | |
Registrations / Arlo Registrations (new Salesforce object) |
Updating registrations: Arlo is the master.
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Creating registrations
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Mapping leads in Salesforce: Mapping not supported or necessary for registrations. | |
Custom fields |
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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. |
Sessions (on multi-session events) | These entities are not currently supported in the plugin. You will need to view the entity in Arlo to see these details. |
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 |
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64 / 40 |
Fixed |
Standard Salesforce field |
LastName / Name |
String / Text |
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64 / 80 |
Fixed |
Standard Salesforce field |
Email / Email |
String / Email |
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128 |
Fixed |
Standard Salesforce field. |
Organisation / Account |
Lookup (Account) |
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Fixed |
Standard Salesforce field. |
PostalAddress / MailingAddress |
Address / Address |
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Fixed |
Standard Salesforce field. |
PhoneWork / Phone 2 |
String / Phone |
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128 |
Manually setup |
Recommend mapping to standard SF field. |
PhoneHome / HomePhone 2 |
String / Text |
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128 |
Manually setup |
Recommend mapping to standard SF field. |
PhoneMobile / MobilePhone 2 |
String / Text |
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128 |
Manually setup |
Recommend mapping to standard SF field. |
Position / Title 2 |
String / Text |
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128 |
Manually setup |
Recommend mapping to standard SF field. |
Status |
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Manually setup |
Do not recommend mapping. |
CodePrimary |
String |
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50 |
Manually setup |
A reference code for a contact, e.g. customer number, membership number. |
Department / Department 2 |
String / Text |
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64 / 80 |
Manually setup |
Recommend mapping to standard SF field. |
Branch |
String |
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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 |
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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 |
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Manually setup |
Custom fields are supported with the Arlo Salesforce integration. Learn more about custom field mapping. |
ContactID / Arlo contact ID |
Integer 3 / - |
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Fixed |
Arlo's unique ID for the contact, e.g. 45 |
UniqueIdentifier / Arlo UniqueIdentifier |
Guid 3 / - |
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Fixed |
Arlo's unique ID for the contact across multiple Arlo platforms. |
Management page / Arlo management URL 1 |
URL |
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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.
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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 | ||
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 | ||
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.
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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
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 | ||
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 ArloLearn 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 | |||||
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 |