Overview

Reltio Integration for Salesforce can be installed on your Salesforce Organization from Salesforce Appexchange. The connector supports Salesforce objects from Sales Cloud, and Service Cloud with Reltio Connected Customer 360.

Reltio Integration for Salesforce enables you to maintain accurate information about your contacts and accounts, which is always in sync with Reltio Connected Customer 360. With integration to Reltio Connected Customer 360, you can acquire data that is cleansed and consolidated from various sources into a golden record.

With the Search Before Create capability, you search and import matching records from Reltio Connected Customer 360 or a Reltio Connected Customer 360 data tenant (the third party data set that a customer is licensed to use and that are connected to Reltio), thus eliminating duplicate records in your Salesforce application.

Synchronize entity data back to Salesforce

After your entity data in Salesforce is synchronized with Reltio, you may want to synchronize cleansed data, operational values, or the entity URI back to Salesforce with the updated values from Reltio. This is possible with the syncBackToSalesforce parameter. It enables the Reltio Integration for Salesforce to synchronize Reltio data back to Salesforce.

To enable this, set the syncBackToSalesforce parameter in your configuration to true. If this parameter is set in the connector mapping, new change events are created in Reltio when the data is synchronized to Reltio. These events then sync back the updated data to Salesforce like Reltio URI, cleansed and consolidated data. During the synchronization process, the connector uses the mapping defined in the to_salesforce section of the configuration.

      [
  {
    "description": "HCP to Account mapping",
    "isActive": true,
    "sfdcSource": "configuration/sources/SFDC",
    "sobject": {
      "type": "Account"
    },
    "reltioObjectType": "configuration/entityTypes/HCP",
    "to_salesforce": {
      "attributeMapping": [
        {
          "sfdcAttrName": "FirstName", // Salesforce account simple attribute
          "value": "configuration/entityTypes/HCP/attributes/FirstName" // Simple attribute in Reltio entity
        },
        {
          "sfdcAttrName": "LastName", // Salesforce account simple attribute
          "value": "configuration/entityTypes/HCP/attributes/LastName" // Simple attribute in Reltio entity
        }
        {
          "sfdcAttrName": "PersonHomePhone", // Salesforce account simple attribute
          "value": "=source(configuration/entityTypes/HCP/attributes/Phone/attributes/Number).equals(configuration/entityTypes/HCP/attributes/Phone/attributes/Type, Home)"
          // Reltio nested attribute Phone mapped to Salesforce account simple attribute.
          // Depends on 'Phone.Type' sub-attribute 'Phone.Number' sub-attribute mapped to different Salesforce account fields.
          // If Phone.Type = Home then Phone.Number mapped to Salesforce account 'PersonHomePhone' field
        },
        {
          "sfdcAttrName": "PersonMobilePhone", // Salesforce account simple attribute
          "value": "=source(configuration/entityTypes/HCP/attributes/Phone/attributes/Number).equals(configuration/entityTypes/HCP/attributes/Phone/attributes/Type, Mobile)"
          // Reltio nested attribute Phone mapped to Salesforce account simple attribute.
          // Depends on 'Phone.Type' sub-attribute 'Phone.Number' sub-attribute mapped to different Salesforce account fields.
          // If Phone.Type = Home then Phone.Number mapped to Salesforce account 'PersonHomePhone' field
        }
      ],
      "relatedObjects": []
    },
    "to_reltio": {
      "syncBackToSalesforce": true,
      "attributeMapping": []
    }
  }
]