Reltio Integration for Salesforce prerequisites
Learn about the prerequisites for installing Reltio Integration for Salesforce.
- Valid credentials for Reltio Data Cloud tenant including tenant id, tenant environment, username, and password.
- Reltio Integration for Salesforce entitlement for the Reltio Data Cloud tenant.
- Confirm that Salesforce is added as a source in the Reltio Data Cloud tenant metadata configuration.
- Lightning version is switched on for your Salesforce organization.
- User account with the following user roles:
- ROLE_SFDC_CONNECTOR
- ROLE_API (For SBC)
- Salesforce Administrator Account with Security Token - This account is used by the managed package to perform operations in Salesforce.
- Salesforce - Custom Domain is to be set, enabled, and deployed to all users. For more information, see My Domain.