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Set up Reltio Integration for Salesforce

Learn about creating a Reltio Integration for Salesforce profile

Setting up Reltio Integration for Salesforce is a one-time activity that creates a Reltio Integration for Salesforce profile. Reltio Integration for Salesforce profile consists of the following configurations specific to your Salesforce organization:
  1. Salesforce organization and Reltio tenant credentials
  2. Mapping of objects, fields, filters and custom logic
  3. Batch size of API messages and frequency of synchronization from Salesforce to Reltio