Enable Search Before Create
Learn about the Search before create feature and how to enable it.
The Search before create (SBC) feature is dependent on several recipes and connections for the bidirectional synchronization between Reltio and Salesforce. Before activating this feature, check these topics:
Ensure connections are active and start these recipe groups:
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Common Functions
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Search Before Create
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To SFDC Sync/RT Event-Driven
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To Reltio Sync/RT Event-Driven
Note: Ensure all recipes are in Active status.
Once you've started the recipes, your next steps include activating the API collection, generating endpoints, creating API client, and generating the security code.
For more information, see topics Activate API collection and generate endpoints and Create API client and generate security code.