Accelerate the Value of Data

Get ready for Reltio for Customer Data (B2B)

Learn about the requirements you need to meet before you can begin to work with Reltio for Customer Data (B2B).

Before you can start using Reltio for Customer Data (B2B), you'll need things like access and permissions, supported data sources and file formats, and so on.

Assign access and permissions

You need certain access to use the different aspects of Reltio for Customer Data (B2B). Here's the lowdown on access.
Table 1. Customer Data (B2B) access
Access toHow to gain access
Configure Customer Data (B2B)

For permissions to configure Customer Data (B2B) itself, you need to be granted the global role ROLE_ADMIN_TENANT. This role gives you access to all required resources to work with the Customer Data (B2B) API. Contact your Customer Data (B2B) administrator for access.

For more information about roles, see topic Tenant Administrator Role Across all Services.

Customer Data (B2B) resources and operationsFor information about the required roles and permissions, see topic Roles and permissions.
Data source systemsFor information about how to give Reltio access for uploading from your various data source systems, see topic Manage source system accounts.

What's in a name?

Learn how Reltio uses these terms and phrases.

Understanding these terms gives you a foundation for learning about the Reltio for Customer Data (B2B) solution accelerator.
  • Attribute - At Reltio, these types play a significant role in mapping the data that's already available in a data tenant with its source file. Used for both entities and relationships. For more information see topic Reltio attribute types.

  • Cleansers - We give you these pre-configured: Address, Email, Phone.

  • Connectors - At Reltio, our Connectors enrich your loaded data with reliable data from third-party data sources. By connecting with these industry-recognized data sources, you automatically get clean, consolidated data for greater analytical value.

    • Supported data sources: Salesforce and Dun & Bradstreet (DnB).

    • Supported cloud data warehouse solutions: Snowflake and Google BigQuery (GBQ).

  • Entity - At Reltio, we use the entity type as a class of entity. For example, the property Individual Contact is an entity type, and so are Organization, Location, and Product. For more information, see topic Reltio entity types.

  • Facet - What's a data facet? Is that the same as an aspect of the data? No, the term facet, when used in Reltio, refers to the granularity you can achieve in defining the characteristics of your data. Facets of data can help you visualize your data in different ways. Like a diamond is cut into facets for greater reflection, creating facets of data can give you different and more varied ways to examine your data. A facet is not the same as an aspect of something – an aspect has more to do with a person's perspective of an object. For more information, see examples of facets in topics Attribute Facets and Hierarchy Management Facet.

  • Reference data - Predefined lookups, or standardized reference data, helps to improve the data quality. For more information, see topic Reference Data.

  • Relationship - At Reltio, we use the relationship type to describe the links or connections between two specific entities. For more information, see topic Reltio Relationship types.