The following article details the synchronisation relationship between Salesforce and Arlo and explains how to run a synchronisation manually.
In this article:
- Imports and exports overview
- Updates to records
- Synchronisation times between Arlo and Salesforce
- Running a manual synchronisation
Imported from Arlo into Salesforce
The following entities are imported from Arlo into Salesforce, on a regular basis automatically.
- Contacts - Where they do not already exist in Salesforce (and provided they have a registration against them in Arlo)
- Organisations (as Accounts) - Where they do not already exist in Salesforce.
- Registrations - If selected during setup, this is recommended.
- Events - If selected during setup, this is recommended.
- Leads (as Opportunities) - If selected during setup, this is recommended.
Exported from Salesforce into Arlo
Salesforce contacts and accounts are not exported into Arlo.
Updates from Arlo to Salesforce
The following entities are updated in Salesforce when changes are detected in Arlo, on a regular basis automatically.
If a contact or account is updated in Arlo and is linked to a contact or account in Salesforce - the Salesforce record will not be updated as Salesforce is always treated as the master record holder.
Updates from Salesforce to Arlo
If a contact or account is updated in Salesforce and is linked to a contact or organisation in Arlo - the Arlo record will be updated.
Arlo matches to a contact where the first name, last name, and email address as the same. Arlo matches to an account when the organisation name is the same.
Synchronisation times between Salesforce and Arlo
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.
Running a manual synchronisation
The following information describes how to trigger an update between Arlo and Salesforce so that the latest data is copied between the two systems.
- In Salesforce open the Arlo plugin.
- Select the Training and Events tab.
- Click Synchronise now. Note: Once you have triggered the update in Salesforce you will need to wait up to half an hour before the new information is copied across. This is dependent on your database size.