Overview

In Reltio Integration for Salesforce, you can implement custom business logic for outbound synchronization from Salesforce to Reltio using supported hooks. These hooks allow you to modify or filter data before it is mapped and sent to the Reltio platform.

Modify Salesforce data before mapping using sfdcRequestModification

Use the sfdcRequestModification hook to update Salesforce data before it is converted into Reltio entity format through the mapping. This hook receives the original Salesforce object as input and returns the modified object.

Example:

sfdcRequestModification (/*SFDC Object*/ object) {
  this.logging(`Start process ${object.Id}`);
  if (object.type && object.type === 'Account' && object.sobject) {
    if (!object.sobject.FirstName || object.sobject.FirstName.length === 0) {
      object.sobject.FirstName = '< No First Name >';
    }
  }
  return object;
}

Modify converted Reltio data using tenantDataModification

Use the tenantDataModification hook to update the already mapped Reltio entity before it is posted to the Reltio platform. This hook receives the converted Reltio object and allows you to change values or add calculated fields.

Example:

tenantDataModification (/*reltio object*/ object) {
  this.logging(`Start process ${object.crosswalks[0].value}`);
  if (object.type === 'configuration/entityTypes/HCP') {
    object.attributes['CallName'] = [{
      'value': object.attributes['FirstName'][0]['value'] + '_' + object.attributes['LastName'][0]['value']
    }];
  }
  return object;
}

Skipping records

The Salesforce Connector Managed Package automatically skips records during synchronization with Reltio when the IsInactive__c field is present and set to true.

The system performs this check before converting or mapping data. You don't need to customize hooks or configure profiles. The feature is designed to support soft-deletion workflows and prevent stale or expired records from being pushed back into Reltio.

If the field is not present or its value is false, the record proceeds as usual.