Connect Salesforce to your Reltio Tenant
Learn how to connect your Salesforce organization to your Reltio tenant.
After you have installed the Reltio Integration for Salesforce for the first time, you need to ensure that a connection is established between your Salesforce organization and your Reltio tenant.
To establish a connection between your Salesforce organization and your Reltio tenant:
- Open the Reltio App Launcher and select Reltio Connected Customer Data for the Reltio Integration for Salesforce.
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Navigate to the Reltio Control Panel.
The Reltio credentials page appears. If you need new client credentials, see topic Add new client.
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In the Reltio Configuration Screen, fill in the following details.
Field Description Reltio tenant ID and environment The ID and URL prefix of your tenant URL. For example, if your tenant URL is https://tst-01.reltio.com/ui/fa7errrotBeNhNO, the tenant ID isfa7errrotBeNhNOand the environment istst-01.Client ID ID of the client used for synchronization. Client Secret Secret of the client used for synchronization. - Enter your Salesforce service user credentials.
- Click Verify to check whether the credentials are correct and click Next. If you get an error about a missing or incorrect configuration in Remote Site Setting, then update the configuration by navigating to Setup > Security > Remote Site Settings. The Salesforce Credentials page appears as follows:
Field Description Username Username of the Salesforce service user (typically a dedicated administrator user) used for synchronization operations. Password Password of the Salesforce service user used for synchronization operations. Token Security token of the Salesforce service user. Required for Salesforce API access. Login URL Login URL of the Salesforce instance. Create default sync mappings When selected (together with Save My Credentials), default mappings are created when the Reltio Integration for Salesforce profile is created. Salesforce Service User The user must have API Enabled and Modify All Data permissions. -
After you verify the salesforce service user credentials in the Reltio Control Panel, assign the managed permission set to the same user.
Note: If the Service/Integration User already has equivalent permissions in their profile (for example, System Administrator), assigning the managed permission set is optional.- In Salesforce, go to Setup > Permission Sets.
- Search for and open Reltio_RTSync_Object_Access.
- Click Manage Assignments > Add Assignments.
- Select the Salesforce service user used by the connector, and then click Assign.
- Click the individual default mapping to view the out of the box mapping of Salesforce and Reltio objects. The mappings depend on the accelerator you have configured in your Reltio tenant as well as on the Salesforce application. More information about mappings is available in the Mappings link section.
- Click the Sync Config button to synchronize all settings with Reltio.
- Click Finish to complete the setup. You can edit the values using the Reltio Control Panel tab available in the Reltio Integration for Salesforce App.