Reltio Connect

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  • 1.  RDM and Salesforce Connector

    Reltio Partner
    Posted 03-24-2022 16:30
    As far as I can tell, the Reltio-Salesforce Connector does not leverage RDM to do a reverse transcode of the OV of an attribute into the Salesforce Code that Salesforce is expecting. Instead, the connector is merely sending the OV itself. In fact, we don't see where the configuration of the connector is even aware of the actual source name we've adopted for Salesforce so that it could find the proper source column in RDM in order to perform the reverse transcoding. Any ideas on this?

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    Curt Pearlman
    PwC
    Agoura Hills CA
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  • 2.  RE: RDM and Salesforce Connector

    Reltio Employee
    Posted 03-28-2022 11:19
    @Gaurav Gera can you help Curt with his question?​

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    Chris Detzel
    Director of Customer Community and Engagement
    Reltio
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  • 3.  RE: RDM and Salesforce Connector

    Reltio Employee
    Posted 03-28-2022 11:26
    Hi Curt,

    You can use the mapping function on the Salesforce connector mapping to extract the lookup code for an attribute. The mapping for that attribute will look something like below. 

    =source(configuration/entityTypes/Organization/attributes/Address/attributes/Country).lookupCode() 

    You can see the same example in the documentation.
    https://docs.reltio.com/salesforce/sfdcmappingfunctions.html

    Hope this helps!

    Regards
    Gaurav

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    Gaurav Gera
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  • 4.  RE: RDM and Salesforce Connector

    Reltio Partner
    Posted 03-28-2022 14:09
    Gaurav,
    I think we're talking about two different things. The function you provided merely returns the content (presumably a source code) that has been written to the attribute. Example: IQVIA OneKey provides the code SP.WUS.ANS to represent Anesthesiologist in the Specialty attribute. And let's further suppose that our instance of Salesforce (source = SFDC) writes its own code, "SF-HCP-ANES" into the attribute as one would expect (and btw the connector does this part just fine. I.e. when it retrieves a record from Salesforce it correctly retrieves the Salesforce code for the item held in the Salesforce attribute and stores it in the Reltio attribute.)

    Now suppose the survivorship strategy has chosen OneKey as the winning source and thus the OV is the OneKey code of SP.WUS.ANS. (As one would expect the Reltio UI determines that the crosswalk for the current OV is "OneKey" and it uses RDM to transcode OneKey's code of SP.WUS.ANS to "Anesthesiologist" for display purposes.)

    Someone now updates another attribute and it's time to send the record back to Salesforce. The lookup function you provided would merely grab the current code for the OV held in the Specialty attribute, which in this case is SP.WUS.ANS and send it to Salesforce. But that is useless information for Salesforce. Salesforce, like any source system, needs to receive codes it recognizes. In this case it is expecting "SF-HCP-ANES".  The Connector should calculate this by leveraging RDM to do a reverse transcoding of the canonical item, Anesthesiologist, held in the OV back to the proper Salesforce code of "SF-HCP-ANES". 

    This can only happen if two things are occuring: 
    1. The Connector has to be aware of the source name used for the target system, in our case "SFDC"
    2. The Connector has to leverage RDM and do a reverse transcode. 

    Make sense?
    Thoughts?


    --
    Curt Pearlman
    PwC | Solution Architect MDM
    Los Angeles | +1 (818) 445-5224
    PricewaterhouseCoopers Advisory Services LLC


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  • 5.  RE: RDM and Salesforce Connector

    Reltio Employee
    Posted 03-29-2022 05:45
    Hi Curt,

    It's possible to use another function which is logically similar to the if..else if..else if..else clause. 

    =source(configuration/entityTypes/Organization/attributes/HCP/attributes/Practice).compare(Anesthetist,SF-HCP-ANES).compare(Doctor,SF-HCP-DOC).defaultTo(null)

    But of course such approach is applicable for small set of enumeration. For example, perform translation of country codes will be painfull.


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    Alexey Gamov
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  • 6.  RE: RDM and Salesforce Connector

    Reltio Partner
    Posted 03-29-2022 09:39
    Alexey, 

    Interesting band-aid approach for, as you say, perhaps a small set of values but in this case there are close to 500 values! 
    Curt

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    Curt Pearlman
    PwC
    Agoura Hills CA
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  • 7.  RE: RDM and Salesforce Connector

    Reltio Partner
    Posted 04-12-2022 14:29
    Providing an update here for the general community on this topic. We have since been advised by Reltio (outside of this community thread) that no, the SF Connector does not support a reverse transcoding of the OV back to Salesforce. Since there is no good workaround for this, in our implementation we have been forced to place the Salesforce api codes for the LOV items, into the Canonical Value slots in RDM so they get used by the connector when it sends the record back to Salesforce. This is unfortunate for two reasons. First, in some cases the Canonical value shown is an arcane code that humans don't immediately recognize in the Reltio UI. Secondly, since it is different than the canonical "code" established for the item in RDM, the display of the item in the Reltio UI materializes as "{item's RDM Canonical Value} ( {item's RDM Canonical code}).  

    Anyone interested in a short video-explanation of this display phenomenon, pls see this link, https://docs.reltio.com/rdm/rdm.html

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    Curt Pearlman
    PwC
    Agoura Hills CA
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