Install the Salesforce Connector

As a Salesforce administrator, you must have the authorization to access the Salesforce connector.

Installation of Salesforce Connector

To install the Salesforce Connector, do the following tasks.

You can navigate to Salesforce AppExchange in different ways.

While accessing the AppExchange, you can log in to browser Salesforce AppExchange page. Also you can login to http://login.salesforce.com and open AppExchange page in modal window.
  1. Navigate to AppExchange.
    1. In your organization, go to Setup.
    2. In the Search box, type AppExchange.

    or

    1. If you are in AppExchange already, in the upper-left corner click the AppExchange link.

    See the following image for AppExchange.

  2. In the Search box, type Reltio Connected Customer Data for Salesforce.

  3. On the upper-right corner, click Get it Now.

    The following Log in to AppExchange image will appear.

  4. Log in to AppExchange.

  5. Click Allow.

    You will get the access to the AppExchange.

  6. Select Org to install.

    This helps you to install the organization.

    Note: Before you install in a production environment, you need to test in a Sandbox.
  7. Install the Reltio Connected Data for Salesforce.

  8. Click Confirm and Install.
  9. Click Install with Admins Only.

  10. Install the Reltio Connected Data for Salesforce.

    You can start the installation now.

    Note: The option deploys the package contents into the Salesforce organization. The Install with Admins Only option enables you to proceed with the configuration of the connector.

Configuring the Remote Site Settings

  1. In the Salesforce Org, open Setup.
  2. Go to Security > Remote Site settings.
  3. In the Salesforce Org, add the Uniform Resource Identifier (URI) for the configuration.
  4. From Salesforce Org, give access to the URIs.

To configure remote settings, use the list of URIs listed in Table 1: API URIs.

Table 1. API URIs
URIs of the API Description
https://auth.reltio.com Defines the Set Auth service, which is used by the Salesforce Connector. This service must be called at least with an auth header.
https://env.reltio.com Defines URI for tenant environment where the env is the name of the tenant environment.
Defines the SFDC Connector URI.
https://prod-sfdc-sbc-api.reltio.com/healthcheck Defines the API URI for SFDC Search Before Create (SBC).

Creation of Salesforce Connector Profile

You can create a Salesforce Connector profile. Setting up a Salesforce Connector is a one-time activity.

Note: The Salesforce Connector profile consists of the following configurations for your Salesforce Organization:
  1. Salesforce organization and Reltio tenant credentials
  2. Mapping of objects, fields, filters and custom logic
  3. Batch size of API messages and frequency of synchronization from Salesforce to Reltio.

Define the SFDC Connector Environment

You can define a specific connector instance based on cloud location(Amazon Web Services (AWS) or Google Cloud Platform (GCP)).

Run the following steps to identify a particular connector instance:
  1. On the Salesforce Application, navigate to Setup.
  2. Type Custom Settings in the search bar.

  3. Select Custom Settings.
  4. On the Reltio Sync Settings, click Manage.

  5. Click Edit.

    The Edit Reltio Sync Settings page will help you to identify the Connector Environment. You can set the values as following:
    • For AWS add 361-ssrv.
    • For GCP add gus-ssrv

    On the Edit Reltio Sync Settings page, add the following credentials:

    Table 2. Credentials for Edit Reltio Sync Settings
    Credentials Description
    Auth URL Defines the authorized URL.

    For example, https://auth.reltio.com.

    Connector Environment Defines the environment of the connector.

    You have several connectors with different auth(s).

    For example, gus, 361.
    Note: The environment changes have to be done before profile installation. You cannot change the environment after saving the Connector profile or requests to remove the previous profile using the support ticket.
    Connector Name Defines the name of the connector.

    For example, sfdc-integration.

  6. Click Save.

Connecting Salesforce with the Reltio Tenant

After you have installed the application for the first time, do the following activities.

  1. Open app launcher.
  2. Click Reltio Connected Customer Data for Salesforce.
  3. Enter the credentials for Reltio Connected Cloud.

    For example, Reltio Tenant ID, Reltio Username, Reltio Password, Reltio Tenant environment, and so on.

  4. Click Verify.

    You can check if the credentials are correct.

    Note: You can establish a connection between Salesforce and Reltio.
  5. click Next.

    To connect data between Salesforce and Reltio, see the credentials listed in Table 2: Credentials for Reltio Cloud.
    Table 3. Credentials for Reltio Cloud
    Credentials Description
    Reltio tenant environment This is the URL prefix of your Tenant URL.

    For example, if your tenant URL is https://tst-01.reltio.com/ui/ddHXrrrotBeNhNO, this indicates that your tenant environment is tst-01.

    Reltio username The username is used for synchronization.
    Note: The Reltio username can be a dedicated API user and not the one you usually use for login.
    Reltio password Defines the password of the API user.
  6. For Salesforce Service User, enter the credentials.
  7. Click Verify.

    This helps you to check if the credentials are correct.

  8. Click Next.

    The Default Mappings image appears as follows.

    You may get an error about a missing or incorrect configuration in Remote Site Setting. For more information, see Remote Site Settings.

  9. Click Default Mapping.

    This helps you to to view the out-of-the-box mapping of Salesforce and Reltio objects. The mappings depends on the accelerator you have configured in your Reltio tenant as well as on the Salesforce application.

  10. Click Sync Config to synchronize all the settings with Reltio.

  11. Click Finish to complete the setup.

    The values can be edited using the Reltio Control Panel tab available in the Reltio Connected Customer Data for Salesforce App.

  12. In the Reltio Control Panel, navigate to Trigger Settings.
  13. Click Generate Triggers.

    The trigger is generated and activated.