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Reltio Integration for Salesforce set up

Salesforce Managed Package Versions (Legacy)

Learn about the updates for the Salesforce Managed Package, delivered via private installation link.

The Salesforce managed package (Legacy) is available as part of the Reltio Integration for Salesforce. It enables you to use the Search Before Create capability for Accounts and Contact objects.

Note: If you're using the Reltio Integration Hub (RIH) version of the Salesforce connector, see Salesforce Managed Package (with RIH) Versions.

To install the managed package, navigate to the Reltio Integration for Salesforce using the private installation link provided by Reltio. The Salesforce managed package (Legacy) is a private listing, so it is not available in AppExchange. To get the managed package installation link, contact Reltio Support.

The following table displays the available versions of the managed package.

Table 1. Reltio Connected Customer Data For Salesforce
Version numberDate of availabilityDescription
1.1003018-11-2024The Salesforce connection no longer raises the Missing Password error.
1.1002918-09-2024 Implemented support for Client Credentials authentication when connecting to Salesforce.
1.1002808-08-2024 The following issues were fixed:
  • The search by Account name feature now returns the expected results in the UI
  • Address data no longer appears twice in the search results
1.1002609-02-2024
The following issues were fixed:
  • Added a new checkbox, Show search fields in 3 column layout, in the Control Panel to enable a three-column field layout.
  • Address fields are now arranged in a more logical and consistent order.
  • Resetting SBC Settings no longer reverts all values to default.
  • Unnecessary white space has been removed from the search screen for improved usability.
  • The Create default sync mapping checkbox now appears in version 1.10024 of the integration package.
  • The logo of the managed package now matches the latest branding.
  • The display name of the managed package has been updated for clarity and consistency.
  • The Client ID is no longer null when using certificate-based authentication.

Updated on February 6, 2026

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