Configure Search before Create

Learn how to configure search before create in Salesforce.

To configure search before create, you must first install the managed package and configure remote site settings. For more information, see topics Install the Reltio Integration for Salesforce managed package to enable SBC and Configure remote site settings for Salesforce managed package.

The Search Before Create feature in the Reltio Integration for Salesforce (with RIH) helps you prevent duplicate records and keep your data clean. It performs a real-time search across both Reltio and Salesforce before creating a new record, ensuring you don't add duplicates. If a match is found, you can choose to update an existing record or create a new one. This feature is built into the Reltio-managed package for Salesforce and integrates seamlessly with Lightning Components. Once configured, it overrides the standard New button, letting you search and validate data without leaving Salesforce.

Follow the below steps to configure search before create in Salesforce:

Open the App launcher.
Select Reltio Integration for Salesforce.
Select the Control Panel tab.
Select the +NEW option.
From the Object dropdown list, select the object.
In the Endpoints field, specify the Import and Search endpoints. This denotes the endpoints where Salesforce must send API calls when querying existing records or import new data. For more information, see topic Activate API collection and generate endpoints.
In the Security code field, enter the code required to call the endpoints from Salesforce-Reltio managed package. For more information, see topic Create API client and generate security code.
In the Input fields section, select the fields from the list of available fields.
Select Test. You will see the configured object in the Search Objects tab.
Go to Setup > Object Manager.
Select the newly added object.
From the left pane, select Buttons, Links, and Actions.
Override the New button. For example, for the Lightning Component Override and the Mobile Override in the Lightning component dropdown, select rihsbc:SbcObjectFormComponent.
Select Save to save the object details.
You can now use this object to search for records before importing them into Salesforce. For more information, see topic Search for existing records prior to import.

Unify and manage your data

Configure Search before Create

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