Getting Started With Salesforce Connector

Reltio Connected Customer Data for Salesforce can be installed from Salesforce Appexchange.

Architecture of Salesforce Connector

The Salesforce connector consists of two main components:
  • To Salesforce Connector Reltio platform generates events each time an entity is created, updated, deleted or merged. The connector processes these events and gets the entity URI provided in the event. The entity is converted to Salesforce object according to mapping and sent to Salesforce. If the entity is successfully sent to Salesforce, the connector executes a callback request to the Reltio platform to add data that was sent to Salesforce under crosswalk. In case the send request fails, a retry is executed.

    Connector also checks the user who made data change and triggered an event. If the user is a Salesforce Connector service user, the event will be filtered and not processed. Such events are triggered by Salesforce Connector on callback requests. And for other users, the event will be processed.

  • To Reltio ConnectorSimilar to Reltio platform, when a record is created, updated or deleted, an event is recorded. Connector checks for such events in Salesforce that should be synced to Reltio. The check is performed by a scheduler with regular intervals of 5 minutes.

    Connector processes the events by identifying the Salesforce object by ID provided in the event, converting to Reltio entity according to mapping and post entity to Reltio. After successfully processing the request connector removes the event from Salesforce. In case of failure, the request is marked as failed and a reason for failure is updated. The failed requests can be monitored under Reltio Sync tab of the Reltio Connected Customer Data for Salesforce app in your Salesforce instance.