Search for existing records prior to import

Learn how to search for records before importing records into Salesforce.

Configure the Search before create feature. For more information, see topic Configure Search before Create.

The Search Before Create feature does a real-time search against Reltio and Salesforce data before creating a new record. This is to identify duplicate records so that you can determine to update the current record or create a new one.

To search for records:

Open the App launcher.
Select Reltio Integration for Salesforce.
Select the Control Panel tab.
From the Search objects tab, select the Salesforce object.
Select New (for Admin User).

In the Search Account page, you will see a list of fields that you can use to search for records.
1. To add or remove fields, select the Configure Search option on the top right-hand corner of the page.
2. In the Configure Search Fields dialog, from the Selected fields column, add or remove fields that you want displayed in the Search account page. For example, let's remove the Type field from the Selected fields column.
3. Select Save. Navigate back to the Search account page, which now doesn't include the Type field.
Enter details in the fields and select Search to search for an existing record.
If the account already exists, you'll see the record details.
Select Preview to preview the record.
Select Import to import the record into Salesforce.

Unify and manage your data

Search for existing records prior to import

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