The following information describes the mapping between Salesforce account fields and Arlo organisation fields.
- One way from Arlo to Salesforce for creation >> *Account must be linked to a Lead, Event, or Registration to be created in Salesforce and create a link.
- Updates to an existing linked account record made in Salesforce will be pushed back into Arlo.
- Updates to an existing linked account record in Arlo will not be pushed into Salesforce.
|Arlo field name||Salesforce field name||Field Arlo API / Salesforce||Mapping||Description|
|Core fields, i.e. always enabled in Arlo|
|Name||Name||String (128) / Name||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|
|Optional fields, i.e. can be enabled/disabled in Arlo|
|CodePrimary||String (50) 3 / -||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) 3 / -||Manually setup|
|PhonePrimary||Phone 2||String (64) / Phone||Manually setup||Recommend mapping to standard SF field|
||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 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 fields / -||Custom fields are not currently supported with the Arlo Salesforce integration. Hint: Request new feature|
|Connector fields 4|
|OrganisationID||Arlo organisation ID
||Integer 3 / -||Fixed||Arlo's unique ID for the organisation, e.g. 45|
|UniqueIdentifier||Arlo UniqueIdentifier||Guid 3 / -||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.|
1 New Salesforce field automatically created with the integration
2 Recommended Salesforce field
3 Required specification for new Salesforce field
4 Details for each Arlo Connector, i.e. Arlo platform connected to Salesforce. Integration supports connecting multiple Arlo platforms to a single Salesforce platform.
5 Arlo field label maybe incorrect
Fixed = Mapping setup as part of the Arlo Salesforce app. Mapping cannot be edited.
Auto setup = Custom mapping setup as part of the Arlo Salesforce app. Mapping can be edited.
Manually setup = You are required to manually setup the field mapping in Salesforce.
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