Synchronizing Account and Contact Information
Salesforce Connector ensures that the data, whether it was created or updated in Salesforce or Reltio is automatically kept in sync.
Salesforce provides two-way synchronization between you Salesforce organization and a Reltio Customer Tenant.
When a new record is created in Salesforce and is synchronized with Reltio, a Salesforce crosswalk is added to the record in Reltio. If this triggers a merge in Reltio, the outcome of the merge will be sent back to Salesforce. Salesforce's in-built merge service is used to send the merged records back.
Similarly when a Reltio entity is sent to Salesforce, a Salesforce crosswalk is added to the Reltio entity. Any updates to an entity in Reltio or Salesforce are distributed to the other system.
- No Action: Deletions are managed manually by data stewards.
- Soft Delete: If the deletion is done in Reltio platform, a status flag is set on the Salesforce record to indicate it is no longer active. If the deletion is done in Salesforce, then the Reltio crosswalk is end dated
- Hard Delete: If a record is deleted from one system, it is deleted from the other. This is a rare use case as customers usually want to keep a record of historical data to maintain consistency with upstream and downstream systems