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Set up Search Before Create (SBC)

Create a new SBC Mapping

Learn how to create a new Search Before Create (SBC) mapping in Salesforce.

Prerequisites

  • The Reltio Integration for Salesforce managed package must be installed and connected to your Reltio tenant.
  • Remote Site Settings must be configured.
  • Triggers must be generated in the Reltio Control Panel.

Search Before Create (SBC) lets you check for existing records in Salesforce, the Reltio Context Intelligence Platform, or connected data tenants before creating a new record. The mapping defines which object, record type, and fields to use for search, helping prevent the creation of duplicate records.

To create a new SBC mapping in Salesforce, follow these steps:
  1. In Salesforce, open the App Launcher and select Reltio Integration for Salesforce.
  2. Navigate to the Reltio Control Panel tab.
  3. Select the SBC Mappings tab.
  4. Click + New to create a new mapping.
    The New SBC Mapping pop-up appears.
  5. In the pop-up window, enter the following details:
    • SBC Mapping Name: The name of the SBC mapping. This label identifies the mapping in the SBC Mappings list and is used during search and import operations.
    • Reltio Entity Type: The Reltio entity type that the mapping applies to (for example, Organization, Individual, or a custom entity type). This determines which Reltio object the SBC search and import processes interact with.
    • Record Type Id: The Salesforce Record Type ID associated with the object you are mapping. This value ensures that the mapping applies only to records created under that specific Salesforce record type.
    • Input Fields: The Salesforce fields that are used as search criteria during the Search Before Create process. These fields are evaluated in real time against existing Salesforce and Reltio records to identify potential duplicates before a record is created.
    • Unique Tuple: A system field that is automatically populated by a before-save record-triggered flow on Sbc Mapping. It combines the values of sObjectType and RecordTypeId to create a unique identifier for each SBC mapping.
      Note: The field is read-only and cannot be edited. Salesforce enforces one SBC mapping per combination of sObjectType and RecordTypeId. If you try to create a duplicate, the system returns an error.
    • Selected Output Fields: The fields that are displayed in the SBC search results. These fields help users decide whether a matching record already exists before they create a new one.
    • sObjectType: The API name of the Salesforce object (for example, Account, Contact, or a custom object). This value determines which Salesforce object the SBC mapping corresponds to.
  6. Click Save.

Result

Your SBC mapping is created and active. When you create records for the mapped object, Salesforce performs a real-time search across Salesforce, the Reltio Context Intelligence Platform or connected data tenants to identify potential duplicates before a new record is created.

Updated on March 5, 2026

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