The Salesforce integration is a complex integration, with a lot of data transfer.
This article aims to answer some of the frequently asked questions related to the Salesforce integration.
It's easy to delegate to access to your Salesforce instance to our Support team so we can assist by troubleshooting problems with you.
- Log in to your Salesforce instance.
- Click on your avatar in the top right hand corner.
- Click Settings.
- Select the Grant Account Login Access section.
- To grant access to Arlo Support, select an Access Duration (we recommend at least 1 week).
- Press Save.
If a Salesforce contact is linked with an Arlo contact and that contact's name or email address is changed in Salesforce, the changes will be synchronised with Arlo within a few minutes, i.e. the changed field will be updated in Arlo.
If a linked contact's name or email address is changed in Arlo, the Salesforce contact will not be updated (as Salesforce is the master record) and the changes will be reverted at the next sync.
When merging two Arlo linked contacts in Salesforce, Arlo will keep the contact that you choose to be the master contact while archiving the other contact in Arlo. The two Arlo contacts will retain the information you have in the linked Salesforce contacts.
If the connection is removed, i.e. the contact with the data connection is deleted, Arlo will attempt to match the contact again in Salesforce using first name, last name and email address to establish a new data connection. If a match is unable to be found, a new contact will be created (if the settings allow).
When merging two linked contacts, the recommended process is to merge the records in Arlo, then merge the records in Salesforce.
If a Salesforce account is linked with an Arlo organisation and that account's name is changed in Salesforce, the change will be synchronised with Arlo within a few minutes, i.e. the organisation name will be updated in Arlo.
If a linked account's name is changed in Arlo, the Salesforce account will not be updated (as Salesforce is the master record) and the changes will be reverted at the next sync.
The data connection is established within Salesforce (as that is where the plugin is working from). Therefore, there is no way in Arlo to see whether there is an established data connection with a record in Salesforce.
This isn't something you can set in the Arlo for Salesforce plugin, it is a setting in Salesforce.
Here's an article from the Salesforce website that explains how to set this.