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  • Overview of Reltio Site Intelligence
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  1. Home
  2. Integration and Connectors

    Reltio Connected Data Platform provides powerful out-of-the-box capabilities for integration with other systems, in various classic modalities.

  3. Connectors

    About Reltio Connectors

  4. Salesforce Connector

    Reltio provides a certified Salesforce Connector that supports bi-directional synchronization of Account and Contacts between Salesforce and Reltio Connected Customer 360.

  5. Object and Field Mapping

    You can map Salesforce objects such as account, contact, and so on, to different entities in Reltio.

  • Welcome to Reltio Documentation

    You can find the documentation links for all the new and noteworthy features of our latest release here.

  • Announcements

    This page lists the announcements.

  • Release Notes

    The Reltio Connected Data Platform is a cloud-native data management platform that enables organizations to create a unified, trusted real-time source for their core data.

  • Getting Started with the Reltio Connected Data Platform

    The Reltio Connected Data Platform is a cloud-native data management platform that enables organizations to create a unified, trusted real-time source for their core data.

  • Multidomain MDM

    Master Data Management (MDM) as a discipline and technology has been used by enterprises in the quest for a single, reliable, and high quality 360° view of their customers, accounts and product profiles.

  • Reltio Data Science

    Get insight-ready data to bring your AI and ML ideas to life.

  • Reporting and Analytics

    Reporting and Analytics provides insights into your data by showing you trends and anomalies.

  • Reference Data Management (RDM)

    Reference Data Management allows you to ensure data governance and operational excellence.

  • Data as a Service

    Enrich Connected Customer 360 profiles with public or third party data subscriptions.

  • Reltio Identity 360

    Boost collaboration, efficiency, and strengthen compliance by maximizing the value of your data through Reltio Identity 360.

  • Overview of Reltio Site Intelligence

    Reltio Site Intelligence is a one-stop platform where users can view consolidated information about various Clinical Studies, Study Sites, Research Sites/Facilities, and Investigators.

  • Solution Accelerators

    Reduce your time to value with industry configurations easily applied to your tenant.

  • Integration and Connectors

    Reltio Connected Data Platform provides powerful out-of-the-box capabilities for integration with other systems, in various classic modalities.

    • Reltio Integration Hub

      Reltio Integration Hub is a well-designed, deeply-analyzed solution to the business challenges of managing point-to-point connectors, siloed data sources, and lengthy integration projects.

    • Batch Integration

      Learn about batch integration functionality in the Reltio platform.

    • Realtime Integration

      Realtime integration refers to individual data requests (non bulk) by another application to either create/update records/relationships in Reltio platform or get records/relationships from Reltio platform in real-time.

    • Message Queue

      Learn about the message queue functionality in Reltio.

    • Connectors

      About Reltio Connectors

      • D&B Connector

        Reltio cloud platform provides an out-of-the-box integration with the industry-leading business data provider Dun & Bradstreet.

      • Salesforce Connector

        Reltio provides a certified Salesforce Connector that supports bi-directional synchronization of Account and Contacts between Salesforce and Reltio Connected Customer 360.

        • Features of Salesforce Connector

          Features of Salesforce Connector include bi-direction synchronization of data, search before create, configuration to map objects and fields between Salesforce and Reltio, and so on.

        • System Requirements

          You can connect Reltio Connected Customer 360 with different Salesforce Cloud environments.

        • Salesforce Connector Terminology

          The commonly used Salesforce Connector terms are explained below.

        • Getting Started With Salesforce Connector

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

        • Object and Field Mapping

          You can map Salesforce objects such as account, contact, and so on, to different entities in Reltio.

          • Salesforce Data Model

            Reltio Connected Customer Data for Salesforce enables you to synchronize data from the following Salesforce Objects:

          • Mapping Field

            Salesforce Connector field mapping is based on Reltio metadata configuration and Salesforce Object metadata.

          • Salesforce Connector Custom Logic

            Salesforce Connector provides special hooks to implement business logic to influence and override synchronization data.

        • Salesforce Mapping Use Cases

          Information about the use cases supported by the Salesforce Connector.

        • Salesforce Connector Troubleshooting

          Errors related to Control Panel, Managed Package, Mapping, and so on are discussed as a part of Salesforce Connector troubleshooting.

        • Profile Validation

          Profile configuration is a JSON object and contains reltio and salesforce fields that are also JSON objects.

        • Using Salesforce Connector

          You can synchronize accounts and contacts between Salesforce and Reltio using the Reltio Connected Customer Data for Salesforce managed package.

        • Using Search Before Create (SBC)

          With Search Before Create capabilities, you can search for records in the Reltio cloud including Reltio Data Tenants before an account or contact is created in Salesforce.

      • Reltio Snaps

        The Reltio Snap pack is a set of pre-built connectors that work in the SnapLogic Enterprise Integration Cloud.

      • MuleSoft Connector

        Reltio Connected Cloud offers a group of MuleSoft connectors that you can integrate into a MuleSoft application.

    • Reltio Connected Data for Snowflake

      Learn about protecting your data through encryption.

    • Dataload

      The Dataloader application of Console helps you to load data from various locations such as GCS, AWS S3, SFTP, or the local machine.

    • Extracting Data from the Reltio Platform

      This API allows you to specify a filter for a set of entity or relationship objects.

    • Create Entities and Relations

      This operation creates a collection of entities and relations in the Reltio Platform according to JSON object definition.

  • API Reference
  • Additional Utilities

    Use this set of utilities to extend the value of the Reltio Platform.

Object and Field Mapping

You can map Salesforce objects such as account, contact, and so on, to different entities in Reltio.

Salesforce Data Model

Mapping Field

Salesforce Connector Custom Logic

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