Merging Salesforce data in Reltio
Reltio Integration for Salesforce supports merging in Reltio platform by calling the Salesforce merge service.
To enable merging in Reltio, add processMerge: true
to the mapping. When
entities that are synced to Salesforce get merged in Reltio platform, Reltio Integration for Salesforce
calls the Salesforce merge service and passes the winner and loser account IDs. The loser
accounts are removed from Salesforce. The entity Salesforce crosswalks related to the loser accounts
are updated with a delete date.