Data Filtering
The Salesforce connector supports data filtering between Salesforce and Reltio.
With data filtering, you can configure what data needs to be synced between the two systems. Synchronization is configured as part of mapping and supports functions like equals
, notEquals
, isEmpty
, isNotEmpty
, in
, and notin
with the OR and AND logic operations between functions.
Filter can be defined on a simple or nested attribute of the Reltio entity being replicated to Salesforce. For replication to Reltio, you use Salesforce objects (sObject) or related child object fields to filter records.
Replicating Reltio Entities in Salesforce
When you replicate the Reltio entity in Salesforce, the functions listed in this table are used.
Function | Description | Mapping Example |
---|---|---|
equals | [uri,value] - filter by level up value, where the value is equal to the uri value. The filter only works for the first OV value in a list. |
The following example is of a Reltio entity mapped to an sObject:
|
The following example is of a Reltio entity mapped to an sObject with a complex filter that has two or more combinations:
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The following example is of a Reltio entity nested attribute mapped to a custom sObject:
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notEquals | [uri,value] - filter by level up value, where the value is not equal to the uri value. The filter only works for the first OV value in a list. |
The following example is of a Reltio entity mapped to an sObject:
|
The following example is of a Reltio entity nested attribute mapped to a custom sObject:
| ||
isEmpty | [uri] - filter by level up value, where the value does not exist |
The following example is of a Reltio entity mapped to an sObject:
|
The following example is of a Reltio entity mapped to an sObject with a complex filter that has two or more combinations:
| ||
The following example is of a Reltio entity nested attribute mapped to a custom sObject:
| ||
isNotEmpty | [uri] - filter by level up value, where the value exists |
The following example is of a Reltio entity mapped to an sObject:
|
The following example is of a Reltio entity nested attribute mapped to a custom sObject:
| ||
in | [uri, value1, value2, ...] - filter by level up value where the uri value should be equal to one of the values. The filter works with all OV values. The filter passes if any OV value satisfies the condition. | The following example is of a Reltio entity mapped to an sObject:
|
notIn | [uri, value1, value2, ...] - filter by level up value where the uri value should not be equal to all values. The filter works with all OV values. The filter passes if any OV value satisfies the condition. | The following example is of a Reltio entity mapped to an sObject:
|
Replicating Salesforce Entities in Reltio
When you replicate the Salesforce entity in Reltio, the functions listed in this table are used.
Function | Description | Mapping Example |
---|---|---|
equals | If there is a match, then the data is synced [uri,value] - filter by level up value, where the value is equal to the uri value |
The following example is of an sObject mapped to a Reltio entity:
|
The following example is of a Reltio entity mapped to an sObject with a complex filter that has two or more combinations:
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The following example is of a custom sObject mapped to a Reltio entity nested attribute:
| ||
notEquals |
If there is a match, then the data is not synced. [uri,value] - filter by level up value, where the value is not equal to the uri value. |
The following example is of a Reltio entity mapped to an sObject:
|
The following example is of a Reltio entity nested attribute mapped to a custom sObject:
| ||
isEmpty | [uri] - filter by level up value, where the value does not exist. |
The following example is of an sObject mapped to a Reltio entity:
|
The following example is of a custom sObject mapped to a Reltio entity nested attribute:
| ||
isNotEmpty | [uri] - filter by level up value, where the value exists. |
The following example is of an sObject mapped to a Reltio entity:
|
The following example is of a custom sObject mapped to a Reltio entity nested attribute:
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In | [sObject attr, value1, value2, ...] - filter by level up value where the sObject attribute value should be equal to one of the values. | The following example is of a Reltio entity mapped to an sObject:
|
notIn | [sObject attr, value1, value2, ...] - filter by level up value where the sObject attribute value should not be equal to all values. | The following example is of a Reltio entity mapped to an sObject:
|