The following article describes the mapping behaviour and details for fields on Salesforce records to the corresponding fields on records in Arlo.
To access Field Mapping Settings, within the Arlo Connection, select the Field Mappings tab.
In the tables below, ‘’Editable in Salesforce’’ means that you can change the field mapping. ‘’Locked’’ field mappings are fixed and cannot be changed.
Note: Not all of these fields below are displayed in the Default Salesforce List/Object views and Reports. You will need to build your own once you have mapped all the fields you need.
The following field mappings should not be edited.
First name, last name, email
ID fields
UID fields
Arlo created date field
Arlo last modified date field
Arlo generated website links
The Arlo contact fields map with the Salesforce contact fields.
When 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 create the custom fields Arlo and in Salesforce and choose the mapping for custom field data to show in Salesforce.
- You must choose the mapping for 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.
- Regions settings (for multi-region platforms) are sent to Salesforce.
Field mapping for contacts
Salesforce Field | Arlo Field | Editable in Salesforce |
---|---|---|
Name | Name | Yes |
Yes | ||
Account Name | Organisation Name | Yes |
Phone | Work Phone | Yes |
Title | Position | Yes |
Business Phone | Work Phone | Yes |
Department | Department | Yes |
Home Phone | Home Phone | Yes |
Branch | Branch | Yes |
Mobile | Mobile Phone | Yes |
Birth Date | Not Mapped by default | Yes |
Other Phone | Not Mapped by default |
Yes |
Reports To | Not Mapped by default |
Yes |
Fax | Not Mapped by default |
Yes |
Lead Source | Not Mapped by default |
Yes |
Assistant | Not Mapped by default |
Yes |
Contact Owner | System default mapping (no field exists in Arlo) | Yes |
Asst. Phone | Not Mapped by default |
Yes |
Description | Not Mapped by default |
Yes |
Address | ||
Mailing Address | Postal Address | Yes |
Other Address | Not Mapped by default |
Yes |
Arlo Data | ||
Newsletter Subscriber | Newsletter Subscriber | Yes |
Newsletter Topics | Topics | Yes |
Arlo Sync Status | System default mapping (no field exists in Arlo) | Yes |
Status | Status | Yes |
Arlo Management Link | System default mapping (no field exists in Arlo) | Locked |
Regions | Regions | Yes |
Organisation ID | System default mapping (no field exists in Arlo) | Locked |
Organisation UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Connection | System default mapping (no field exists in Arlo) | Locked |
System Information | ||
Created by | System default mapping (no field exists in Arlo) |
Locked |
Last Modified By | System default mapping (no field exists in Arlo) |
Locked |
The Arlo organisation fields map with the Salesforce account fields.
When mapping organisations 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 create the custom fields Arlo and in Salesforce and choose the mapping for custom field data to show in Salesforce.
- 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.
- Regions settings (for multi-region platforms) are sent to Salesforce.
Field mapping for organisations
Salesforce Field | Arlo Field | Editable in Salesforce |
---|---|---|
Account Name | Organisation Name | Yes |
Yes | ||
Parent Account | Parent Organisation | Locked |
Phone | Main Phone | Yes |
Account Number | Not mapped by default | Yes |
Phone Secondary | Other Phone | Yes |
Account Site | Not mapped by default |
Yes |
Fax | Not mapped by default |
Yes |
Type | Not mapped by default |
Yes |
Website | Website | Yes |
Industry | Not mapped by default |
Yes |
Rating | Not mapped by default |
Yes |
Annual Revenue | Not mapped by default |
Yes |
Ticker Symbol | Not mapped by default |
Yes |
Legal Name | Legal Name | Yes |
Ownership | Not mapped by default |
Yes |
Account Owner | Not mapped by default |
Yes |
SIC Code | Not mapped by default |
Yes |
Billing Address | Postal Address | Yes |
Customer Priority | Not mapped by default |
Yes |
SLA | Not mapped by default |
Yes |
SLA Expiration | Not mapped by default |
Yes |
SLA Serial Number | Not mapped by default |
Yes |
Number of Locations | Not mapped by default |
Yes |
Upsell Opportunity | Not mapped by default |
Yes |
Arlo Data | ||
Sync Status | System default mapping (no field exists in Arlo) |
Yes |
Status | Status | Yes |
Arlo Management Link | System default mapping (no field exists in Arlo) |
Locked |
Regions | Regions | Yes |
Arlo Last Modified Date | System default mapping (no field exists in Arlo) |
Yes |
Arlo Contact ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Contact UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Parent ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Parent UID | System default mapping (no field exists in Arlo) |
Locked |
Organisation ID | System default mapping (no field exists in Arlo) |
Locked |
Organisation UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Code Primary | Organisation Code | Yes |
Arlo Code Secondary | Organisation Number | Yes |
Arlo Connection | System default mapping (no field exists in Arlo) |
Locked |
System Information | ||
Created by | System default mapping (no field exists in Arlo) |
Locked |
Last Modified By | System default mapping (no field exists in Arlo) |
Locked |
The Arlo course fields map with the Arlo event fields (New object) in Salesforce. Custom mapping is not supported or necessary for courses. Regions settings (for multi-region platforms) are sent to Salesforce.
Field mapping for courses
Salesforce Field | Arlo Field | Editable in Salesforce |
---|---|---|
Course Name | Course Name | Locked |
Registration Count (Active/Max Limit) | System default mapping (no field exists in Arlo) |
Locked |
Course Code | Course Code | Locked |
Sync Status | System default mapping (no field exists in Arlo) |
Locked |
Location Name (Derived from Venue) | Location Name | Locked |
Status | System default mapping (no field exists in Arlo) |
Locked |
Start Date (Local) | Start Date (Converted to local users) | Locked |
Finish Date (Local) | Finish Date (Converted to local users) | Locked |
Start Date (Arlo) | Start Date (Using Timezone set in Arlo) | Locked |
Finish Date (Arlo) | Finish Date (Using Timezone set in Arlo) | Locked |
Timezone | TZ from Arlo | Locked |
Provider | Provider | Locked |
Summary | Summary | Locked |
Regions | Regions | Locked |
Website Links | ||
Management Link | System default mapping (no field exists in Arlo) |
Locked |
Registration Link | System default mapping (no field exists in Arlo) |
Locked |
Course Link | System default mapping (no field exists in Arlo) |
Locked |
Extended Registration Counts | ||
Total Approved Registrations | System default mapping (no field exists in Arlo) |
Locked |
Total Unapproved Registrations | System default mapping (no field exists in Arlo) |
Locked |
Cancelled Registrations | System default mapping (no field exists in Arlo) |
Locked |
Active Registrations | System default mapping (no field exists in Arlo) |
Locked |
Total Registrations | System default mapping (no field exists in Arlo) |
Locked |
Maximum Registrations | Maximum Registrations | Locked |
Confirmation Status | ||
Arlo Confirmation Status | System default mapping (no field exists in Arlo) |
Locked |
Confirmation Date | System default mapping (no field exists in Arlo) |
Locked |
Private Event | ||
Is Private | System default mapping (no field exists in Arlo) |
Locked |
Key Contact | Key Contact | Locked |
Client Account | Organisation | Locked |
Arlo Details | ||
Arlo Connection | System default mapping (no field exists in Arlo) |
Locked |
Arlo Account ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Course ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Account UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Created Date | System default mapping (no field exists in Arlo) |
Locked |
Arlo Key Contacts ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Last Modified Date | System default mapping (no field exists in Arlo) |
Locked |
Timezone Abbreviation | System default mapping (no field exists in Arlo) |
Locked |
Arlo Client Account ID | System default mapping (no field exists in Arlo) |
Locked |
Template Code | Template Code | Locked |
Arlo Client Account UID | System default mapping (no field exists in Arlo) |
Locked |
System Information | ||
Created By | System default mapping (no field exists in Arlo) |
Locked |
Last Modified By | System default mapping (no field exists in Arlo) |
Locked |
Course Sessions
Salesforce Field | Arlo Field | Editable in Salesforce |
---|---|---|
Session Name | Session Name | Locked |
Arlo Course | Course Name | Locked |
Status | Status | Locked |
Start Date (Local) | Start Date (Converted to local users) | Locked |
Finish Date (Local) | Finish Date (Converted to local users) | Locked |
Start Date (Arlo) | Start Date (using Timezone set in Arlo) | Locked |
Finish Date (Arlo) | Finish Date (using Timezone set in Arlo) | Locked |
Timezone (Arlo) | TZ from Arlo | Locked |
Location | ||
Venue Name | Venue Name | Locked |
Street | Street | Locked |
City | City | Locked |
Postcode | Postcode | Locked |
State | State | Locked |
Country | Country | Locked |
Arlo Details | ||
Arlo Course Session ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Course ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Last Modified Date | System default mapping (no field exists in Arlo) |
Locked |
System Information | ||
Created By | System default mapping (no field exists in Arlo) |
Locked |
Last Modified By | System default mapping (no field exists in Arlo) |
Locked |
Salesforce Field | Arlo Field | Editable in Salesforce |
---|---|---|
Elearning Name | Template Name | Locked |
Active Registrations | System default mapping (no field exists in Arlo) |
Locked |
Course Code | Elearning Code | Locked |
Sync Status | Status | Locked |
Delivery Description | Registration Message | Locked |
Summary | Summary | Locked |
Regions | Regions | Locked |
Website Links | ||
Management Links | System default mapping (no field exists in Arlo) |
Locked |
Registration Link | System default mapping (no field exists in Arlo) |
Locked |
Course Link | System default mapping (no field exists in Arlo) |
Locked |
Content URL | Activity URL | Locked |
Extended Registration Counts | ||
Approved Registrations | System default mapping (no field exists in Arlo) |
Locked |
Unapproved Registrations | System default mapping (no field exists in Arlo) |
Locked |
Completed Registrations | System default mapping (no field exists in Arlo) |
Locked |
Total Registrations | System default mapping (no field exists in Arlo) |
Locked |
Cancelled Registrations | System default mapping (no field exists in Arlo) |
Locked |
Arlo Details | ||
Arlo Connection | System default mapping (no field exists in Arlo) |
Locked |
Arlo Created Date | System default mapping (no field exists in Arlo) |
Locked |
Template Code | Template Code | Locked |
Arlo Last Modified Date | System default mapping (no field exists in Arlo) |
Locked |
Arlo Elearning ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Elearning UID | System default mapping (no field exists in Arlo) |
Locked |
System Information | ||
Created By | System default mapping (no field exists in Arlo) |
Locked |
Last Modified By | System default mapping (no field exists in Arlo) |
Locked |
Field mapping for registrations
Salesforce Field | Arlo Field | Editable in Salesforce |
---|---|---|
Registration Number | System default mapping (no field exists in Arlo) |
Locked |
Type | Type | Locked |
Registrant | Registrant Name | Locked |
Sync Status | System default mapping (no field exists in Arlo) |
Locked |
Course/Elearning | Course/Elearning Name | Locked |
Start Date Time | Start Date | Locked |
Contact Email | Email Address | Locked |
Course Code | Course/Elearning Code | Locked |
Account Name | Organisation Name | Locked |
Status | Status | Locked |
Comments | Comments | Yes |
Regions | Regions | Locked |
Progress and Results | ||
Progress Status | Progress Status | Locked |
Attendance | Attendance | Yes |
Progress | Progress Percentage | Locked |
Result | Result | Yes |
Grade | Grade | Yes |
Arlo Details | ||
Arlo Connection | System default mapping (no field exists in Arlo) |
Locked |
Arlo Registration ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Course ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Registration UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Course UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Elearning UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Contact ID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Contact UID | System default mapping (no field exists in Arlo) |
Locked |
Arlo Management Link | System default mapping (no field exists in Arlo) |
Locked |
Arlo Created Date | System default mapping (no field exists in Arlo) |
Locked |
Arlo Last Modified Date | System default mapping (no field exists in Arlo) |
Locked |
System Information | ||
Created By | System default mapping (no field exists in Arlo) |
Locked |
Last Modified By | System default mapping (no field exists in Arlo) |
Locked |
The Arlo lead fields map with the Salesforce opportunity fields.
When 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 create the custom fields Arlo and in Salesforce and choose the mapping for custom field data to show in Salesforce.
- 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.
Field mapping for leads
Salesforce Field | Arlo Field |
---|---|
Lead status | Sales stage |
Name | (Contact) Name |
Salesforce Only Field | |
Company | Organisation Name |
Rating | Rating |
Topic | Topic |
Title | Salesforce Only Field |
Category | Category |
Phone | Salesforce Only Field |
Industry | Salesforce Only Field |
Mobile | Salesforce Only Field |
No. of Employees | Salesforce Only Field |
Fax | Salesforce Only Field |
Lead Source | Source |
Annual Revenue | Salesforce Only Field |
Website | Salesforce Only Field |
Estimate Close Date | Est. Close Date |
Product Interest | Salesforce Only Field |
Follow Up Date | Follow Up On |
SIC Code | Salesforce Only Field |
Amount | Value |
Location | Where |
Value Currency Code | Currency Code |
Number of locations | Salesforce Only Field |
Current Generator(s) | Salesforce Only Field |
Lead Owner | Assigned To |
Primary | Salesforce Only Field |
Owner Email | (Assigned To) Email |
Description Information | Information |
Address Information | |
Address | Salesforce Only Field |
Arlo Details | |
Contact | (Contact) Name |
Account | Organisation Name |
Status | Stage |
Sync Status | System default mapping (no field exists in Arlo) |
Arlo Organisation ID | System default mapping (no field exists in Arlo) |
Arlo Contact UID | System default mapping (no field exists in Arlo) |
Arlo Contact ID | System default mapping (no field exists in Arlo) |
Arlo Organisation UID | System default mapping (no field exists in Arlo) |
Arlo User ID | System default mapping (no field exists in Arlo) |
Arlo User UID | System default mapping (no field exists in Arlo) |
Arlo Lead ID | System default mapping (no field exists in Arlo) |
Arlo Lead UID | System default mapping (no field exists in Arlo) |
Arlo Connection | System default mapping (no field exists in Arlo) |
Arlo Last Modified Date | System default mapping (no field exists in Arlo) |
System Information | |
Created By | System default mapping (no field exists in Arlo) |
Last Modified By | System default mapping (no field exists in Arlo) |
Salesforce Field | Arlo Field |
---|---|
Opportunity Owner | System default mapping (no fields exist in Arlo) |
Amount | Value |
Private | Salesforce Only Field |
Expected revenue | Salesforce Only Field |
Opportunity Name | Topic |
Close Date | Estimated Close Date |
Account Name | Organisation Name |
Next Step | Salesforce Only Field |
Type | Lead Type |
Stage | Salesforce Only Field |
Lead Source | Source |
Probability (%) | Salesforce Only Field |
Arlo Contact ID | System default mapping (no fields exist in Arlo) |
Primary Campaign Source | Salesforce Only Field |
Arlo Contact UID | System default mapping (no fields exist in Arlo) |
Arlo Organisation ID | System default mapping (no fields exist in Arlo) |
Arlo Organisation UID | System default mapping (no fields exist in Arlo) |
Arlo User ID | System default mapping (no fields exist in Arlo) |
Arlo User UID | System default mapping (no fields exist in Arlo) |
Arlo Lead ID | System default mapping (no fields exist in Arlo) |
Arlo Lead UID | System default mapping (no fields exist in Arlo) |
Value Currency Code | Currency Code |
Is Tax Exclusive? | Tax Exclusive |
Rating | Rating |
Category | Category |
Location | Where |
Sync Status | System default mapping (no fields exist in Arlo) |
Arlo Connection | System default mapping (no fields exist in Arlo) |
Status | Status |
Owner Email | (Assigned To) Email |
Order Number | Salesforce Only Field |
Main Competitor(s) | Salesforce Only Field |
Delivery/Installation Status | Salesforce Only Field |
Tracking Number | Salesforce Only Field |
Created by | System default mapping (no fields exist in Arlo) |
Last Modified | System default mapping (no fields exist in Arlo) |
Description | Information |
Region | Region |
Arlo Field |
Salesforce Field |
Description |
Contact Custom Fields | ||
Custom Fields | Custom Field | Contact custom field mapping is supported with the Salesforce plugin integration |
Organisation/Accounts Custom Fields | ||
Custom Fields | Custom Field | Custom Fields are supported with the Salesforce integration |
Courses Custom Fields | ||
Custom Fields | Custom Field | Custom fields can be mapped as required, but updates from Salesforce to Arlo are not currently supported (Arlo is the master). |
Registrations Custom Fields | ||
Custom | Custom Field | Custom fields can be mapped as required, but updates from Salesforce to Arlo are not currently supported (Arlo is the master). |
Elearning Custom Fields | ||
Custom |
Custom Field |
Custom fields can be mapped as required, but updates from Salesforce to Arlo are not currently supported (Arlo is the master). |
Leads Custom Fields | ||
Custom |
Custom Field |
Custom fields are supported with the Arlo - Salesforce integration. |
The following object as not supported by the integration and these entities will need to be viewed within Arlo.
- Orders
- Optional extras
Before attempting to map a new field you should ensure that:
- In Arlo, you have activated the field you would like to map to Salesforce. Learn how to configure system and custom fields in Arlo.
- In Salesforce, you have the field available that you would like to map to.
Yes/No with text and Dropdown with text fields are not available to mapping to Salesforce.
Once the fields are available in both systems, follow the instruction below.
- In Salesforce, from the field mapping settings, click Add Row.
- In the Arlo Field column, click on the drop-down.
- Select the Arlo field you would like to map.
- In the Salesforce field column, click on the drop-down.
- Select the Salesforce field you would like to Arlo data to be mapped to.
If you receive an error, the field may already be mapped to an existing field or the field type may not be compatible e.g. you cannot map a drop-down field to a text box field.
- Repeat these steps for any additional fields you would like to map.
- Press Save at the bottom of the page.
- You will receive a success confirmation message.
Before you can see any of the data in Salesforce you will need to trigger a synchronisation.
If you no longer wish for information to be mapped between Arlo and Salesforce, you will need to remove the field mapping setting.
You cannot remove mapping for any fixed fields.
You can remove the field mapping in Arlo by disabling the field. This will not remove any existing field values in Salesforce but will stop any new records using the mapping. The field will show as disabled in the Salesforce field mapping settings.
You can also remove the mapping in Salesforce. This will not disable the field in Arlo, but will stop any new records created in Salesforce using the mapping. Once you have removed the field, press Save.
If you can't find the field that Arlo is mapping to you may need to change the field availability permissions in Salesforce.
Learn more about modifying field access settings.
If you complete a historic sync before setting custom field mapping, some of the records will not have some of the fields synchronised, however the data sync is two way and will occur whenever a record is updated.
For this reason, when setting up the Salesforce integration we recommend leaving the initial import date as From now. This is so you can configure your custom field mapping once the connection has been established.
You can then change the date to synchronise older records after your field mapping is complete (so that all historic custom field information can be passed through to Salesforce when the record is created).