Salesforce Integration Streamline training with fast and accurate data
Take control of your training operations with a real-time two-way sync integration between Arlo and Salesforce. Ensure your leads, contacts and organizations are always in the right place. Get set up in minutes, map your custom fields and take advantage of an integration built to empower the delivery of great learning.
Streamline record management
Built on webhook technology, get an instant two-way sync of contacts and organizations between your Arlo platform and Salesforce, ensuring updates and edits to either system are fast and reflected in both platforms instantly. Simplify contact merges and duplicate records with features within the integration that keeps your organizational data accurate and up-to-date.
Keep your sales team informed
View all your current and historical Arlo courses right within Salesforce. Course information and registrant’s details get automatically updated including registration info, grades, attendance data and more. Get greater flexibility in managing your sales pipeline, ensuring your training leads are sent directly to Salesforce, for your sales team to close.
Grow revenue and save time
View your accounts full course history in one place you’ll have access to a comprehensive history of your accounts past training sessions. With just a few clicks, you can delve deeper and access detailed information about each course and its attendees.
Advanced insights
Welcome powerful recording measures that provide you instant detail on the status of a record. If you encounter errors, you’ll get a detailed log showing exactly when, where and why the error occurred for simple troubleshooting. You’ll save time with accurate details, and free up your key engineering resources.
Other features
Customise and extend
Designed for training businesses, allow your Salesforce developers full access to training and event information so they can easily extend the solution.
Flexible integration options
Configuration individual field mappings on each Salesforce object and choose how conflicts between the systems are managed to ensure data is always accurate.
Run campaigns
Improve your targeting and campaign success, with access to training and event information from your Salesforce platform. Target clients based on specific rules or activity to sell more courses.
Capture opportunities
Improve the registration experience with flexible forms built into your Arlo powered website. Once a student registers, leads are created and automatically passed through as an opportunity in Salesforce for your sales team to manage.