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 in real time.
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 available on the Salesforce AppExchange.
What's New
We’ve rebuilt the plugin from the ground up using the latest Salesforce coding standards. This means that it’s more performant and should also be more reliable.
Synchronisation of entities now happens in real time, as we’ve implemented new webhook triggering.
Synchronisation of existing contact and organisation records is now 2-way. This means that changes made in either Arlo or Salesforce will update records in the other system.
We’ve added enhanced error logging so that you can see exactly what is happening with records being synchronised between the two systems.
You can now manage duplicate records detected within Salesforce and choose which record should be synchronised.
Contacts and Organisations
New Records Created in Arlo
When a new contact in Arlo is created, it is pushed to Salesforce.
When a new organisation in Arlo is created, it is pushed to Salesforce
Note: When a key contact is added to an organisation it is flagged in Salesforce as the key contact, but Salesforce can only handle one key contact as that is all that Arlo’s API returns. A change on the contact record triggers the update, not the organisation record as no webhook fires for the contact in this case.
New Records Created in Salesforce
Not supported. Contact records and Organisations created in Salesforce are not sent to Arlo.
Arlo to Salesforce - Updated Records
When an existing contact in Arlo is updated, the linked record in Salesforce is updated (if it exists in Salesforce). Empty fields in Arlo will not overwrite fields with data in Salesforce.
When an existing organisation in Arlo is updated, the linked record in Salesforce is updated (if it exists in Salesforce). Empty fields in Arlo will not overwrite fields with data in Salesforce.
Salesforce to Arlo - Updated Records
When an existing contact in Arlo is updated in Salesforce, the record in Arlo is updated. Contacts are matched by first name, last name, and email address.
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When an existing organisation in Arlo is updated in Salesforce, the record in Arlo is updated. Organisations are matched by organisation/account name.
Data changes made in Salesforce will push through to records in Arlo regardless of their state, e.g. active, archived.
Empty fields in Salesforce will not overwrite fields with data in Arlo.
Salesforce to Arlo - Deleted Records in Salesforce
When a contact is deleted in Salesforce, the record in Arlo is archived.
When an account is deleted in Salesforce, the record in Arlo is archived.
Arlo to Salesforce - Archived Records in Arlo
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If the <> Sync Archived Records from Arlo is disabled in the Salesforce Arlo Connector plugin settings:
When a contact in Arlo is archived, no changes to the record in Arlo will be pushed to Salesforce while in that state.
When an account in Arlo is archived, no changes to the record in Arlo will be pushed to Salesforce while in that state.
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If the <> Sync Archived Records from Arlo is enabled in the Salesforce Arlo Connector plugin settings:
When a contact in Arlo is archived, changes to the record in Arlo will be pushed to Salesforce.
Courses
New courses created in Arlo are synchronised to Salesforce.
Updates to existing courses in Arlo are synchronised to Salesforce.
Courses cannot be created or edited in Salesforce.
If courses are edited in Salesforce, the edit will be overwritten on the next sync from Arlo.
Elearning
New elearning modules created in Arlo are synchronised to Salesforce.
Updates to existing elearning modules in Arlo are synchronised to Salesforce.
Elearning(s) cannot be created or edited in Salesforce.
If elearning(s) are edited in Salesforce, the edit will be overwritten on the next sync from Arlo.
Registrations
New registrations created in Arlo are synchronised to Salesforce.
Updates to existing registrations in Arlo are synchronised to Salesforce.
Registrations cannot be created or edited in Salesforce.
If registrations are edited in Salesforce, the edit will be overwritten on the next sync from Arlo.
Leads/Opportunities
New leads created in Arlo are synchronised to Salesforce (as either Leads or Opportunities depending on your Salesforce Arlo Connector plugin settings).
Updates to existing leads in Arlo are not synchronised to Salesforce.
Updates to existing leads/opportunities in Salesforce are not synchronised to Arlo. One way from Arlo only on creation.
Both systems will automatically synchronise in real time.
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.