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Setting up Reltio Integration for Salesforce

Setting up Reltio Integration for Salesforce is a one time activity that creates a Reltio Integration for Salesforce profile.

Reltio Integration for Salesforce profile consists of the following configurations specific to your Salesforce organization:
  1. Salesforce organization and Reltio tenant credentials
  2. Mapping of objects, fields, filters and custom logic
  3. Batch size of API messages and frequency of synchronization from Salesforce to Reltio