Features of Reltio Integration for Salesforce
Learn about the features the are included with the Reltio Integration for Salesforce.
Features of Reltio Integration for Salesforce includes:
- Bi-direction synchronization of account and contacts data - Reltio Integration for Salesforce enables you to seamlessly exchange account and contact data between Salesforce and Reltio Connected Cloud. The Reltio Integration for Salesforce supports the following functionalities:
- Synchronization of entity attributes including nested and reference attributes
- Synchronization of entity relationships
- Exchange of field look-up relationships
- Usage of Salesforce merge capabilities when merging records in Reltio
- Usage of multiple Salesforce Record Types with one Reltio entity type
- Search Before Create (SBC) - This feature allows you to search for the record before you create it. In this way you can avoid making duplicate entries in the system. Reltio Integration for Salesforce searches for existing entries in Salesforce, Reltio Customer Tenant and Reltio Data Tenant.
- Configuration to map objects and fields between Salesforce and Reltio - You can configure your Reltio Integration for Salesforce using an intuitive step-by-step UI interface. A rich set of Rest based APIs are also provided within the connector through which your administrator can set up and configure the mapping of objects, fields and build custom logic.
- Troubleshooting and monitoring capabilities - Rest based APIs are used to troubleshoot and monitor the data exchange between Salesforce and Reltio. Connector also provides logging capabilities that capture information about events and operations being performed in the connector and Salesforce.