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.
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.
With the Arlo connector, Organisations (as Accounts) are created in Salesforce where they do not already exist and there is an associated registration or lead for that organisation. You can see this information in the Records imported from Arlo into Salesforce help article.
This is why the organisation is being recreated and is the expected behaviour of the integration.
The organisation is marked as Archived in Arlo because the associated account was deleted in Salesforce.
You can see how the integration syncs between the two systems by reading the Salesforce/Arlo synchronisation overview help article.