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Mapping Field Definitions

The mapping file consists of the following constructs in the JSON file:

Table 1. Mapping Fields
Mapping Field NameRequiredDefault ValueDescription
descriptionfalsenoneMapping description
isActivefalsetrueStatus of mapping
reltioObjectTypetruenoneReltio entity type URI
sobject|sobject{type, recordTypeId, startField, endField}truenoneObject with next attributes:
  • type - Salesforce Object, example (Account,Contact)
  • recordTypeId - Record Type Id of the particular Salesforce Object, example (01234000001ABcDAAA)
  • startField - Specifies a field name of SObject that contains a reference to the start object of the relation
  • endField - Specifies a field name of SObject that contains a reference to the end object of the relation
Note: The startField and endField details are required for objects of the relation type only.

Example:

sobject : {
    type: Account,
    recordTypeId : "01234000001ABcDAAA"
}
sfdcSourcefalsenoneSalesforce crosswalk type
relationfalsetrue for relation typesSpecifies that this mapping entry is a custom object relation. This must be set to true for relation types.
startObjectTypeFor relation types onlynoneReltio entity type for the start object of the relation.
endObjectTypeFor relation types onlynoneReltio entity type for the end object of the relation
to_salesforcefalsenoneMapping of field for replication from Reltio to Salesforce
to_salesforce/filterfalsenoneSalesforce to Reltio filter for entire entity. For example: [equals(attributes.SyncFlag, True)]
to_salesforce/attributeMappingtruenoneList of one to one attribute mappings
/attributeMapping/sfdcAttrNametruenoneSalesforce field Name
/attributeMapping/valuetruenoneValue that must be propagated to the Salesforce object. Possible values are:
  • Operational value from the entity URI. For example, configuration/entityTypes/Org/attributes/Name
  • Apply transformation function before sending the field value
to_salesforce/relatedObjectsfalsenoneList of the Salesforce object related to the root Salesforce object
/relatedObjects/sobject|sobject{type,recordTypeId}truenoneRelated object with attributes:
  • type - SObject type, ex(Address_vod__c,Contact)
  • recordTypeId - Record Type Id for particular SObject, ex(01234000001ABcDAAA)
Example:

sobject : Address_vod__c

sobject : {

type: Address_vod__c,

recordTypeId : “01234000001ABcDAAA”

}
/relatedObjects/filterfalsenoneFilter criteria for relation objects while replicating data from Reltio to Salesforce. For example: [equals(configuration/entityTypes/Org/attributes/Address/attributes/Rank,1)]
/relatedObjects/relationshipNamefalsenoneRelationship names of the related object. Example: Address_vod__r

By default, must get first relationship in Salesforce

/relatedObjects/rootUrifalsenoneReltio attribute URI
/relatedObjects/recordTypeIdfalsenone
/relatedObjects/attributeMappingtruenoneList of one to one mapping for the related object.
/relatedObjects/attributeMapping/sfdcAttrNametruenone

Salesforce object attribute name

Salesforce object fields that are External ID fields cannot be mapped.

/relatedObjects/attributeMapping/valuetruenoneValue that must be propagated to the Salesforce object. Possible values are:
  • Operational value from the entity URI. For example, configuration/entityTypes/Org/attributes/Name
  • Apply transformation function before sending the field value
to_salesforce/deleteRelatedObjectsfalsenone

Custom Salesforce objects mapped to a nested entity attribute will be removed if the entire nested attribute is removed in Reltio platform.

This parameter needs to be placed under to_salesforce. You can remove this parameter from all other places

/relationsfalsenoneList of objects. Multiple relation types are supported for entity types applicable only for Salesforce lookup relations. It must be configured for a child Salesforce object that has a special field with a reference ID to the parent object.
/relations/relationTypetruenoneThis is the Relation type defined in Reltio metadata. The startObject type defined in relation metadata should be present in the mapping and match the parent Reltio object type defined in the mapping (type inheritance is not supported). The endObject type defined in relation metadata should match the Reltio object type defined in mapping where relation is configured (type inheritance is not supported). For example: configuration/relationTypes/Affiliation.
/relations/sfdcAttrNametruenoneThis is the Salesforce object field name that contains a reference to the parent object (Salesforce lookup relation). The Parent object type is determined by Salesforce metadata and should match to the Salesforce object type defined in parent object mapping.
to_reltiofalsenoneDefines mapping of fields to be replicated from Salesforce to Reltio
to_reltio/filterfalsenoneFilter criteria for the object to be replicated to Reltio. For example [equals(attributes.Name, Main Street)]. Same structure as other Reltio filters.
to_reltio/attributeMappingtruenoneList of one to one attribute mapping
/attributeMapping/uritruenoneReltio entity URI
/attributeMapping/valuetruenoneValue that must be propagated to the Salesforce object. Possible values are:
  • uri - For example: configuration/entityTypes/Org/attributes/Name - always get FIRST OV value.
  • Function concation:
    • =source - same as URI or string
    • concat
    • split
    • get
    • equals
  • Can contain another attribute mapping:

    For example: =source(configuration/entityTypes/Organization/attributes/WebsiteURL).split('.').get(1)

  • Allow to join first and last name to the full name.
/attributeMapping/sobjectfalsenoneCan be string (recordTypeId is Master Record Type) or object with next attributes:
  • type - SObject type. For example (Address_vod__c,Contact)
  • recordTypeId - Record Type Id of particular SObject. For example - (01234000001ABcDAAA)
Example:

sobject : Address_vod__c

sobject : {

type: Address_vod__c,

recordTypeId : “01234000001ABcDAAA”

}
/attributeMapping/filterfalsenoneFilter criteria for the entire entity. For example - [equals(attributes.Name, Main Street)]

Same structure as other Reltio filters.

/attributeMapping/compoundFieldNamefalsenoneMust be filled with compoundFieldName for embedded Address. Example: ShippingAddress
/attributeMapping/forceRefEntityMergefalsetrueforceRefEntityMerge allows you to create new values for reference attributes instead of updating the existing operational values (OV). For example, when a user changes address in Salesforce, the connector creates a new location attribute instead of updating the existing location with new values that become OVs. Match rule is used to merge the values.

If the forceRefEntityMerge parameter is set to true (the default value) or not specified, then the current behaviour of updating the existing values in OV continues.

If the forceRefEntityMerge parameter is set to false, then new values for the reference attribute are created.

If the forceRefEntityMerge parameter is specified for a Salesforce attribute mapped to Reltio's simple or nested attribute, it will be ignored.

/relationsfalsenoneArray of objects. Multiple relation types are supported for Sobject.
/relations/relationTypetruenoneThis is the Relation type defined in Reltio metadata. For example: configuration/relationTypes/Contact.
/relations/sfdcAttrNametruenoneThis is the Sobject field name that contains a reference to the parent.