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Ability for Salesforce connector to write back assigned entity id to the Salesforce Account

  • 1.  Ability for Salesforce connector to write back assigned entity id to the Salesforce Account

    Posted 01-26-2022 14:39
    I have a use case where, when sending a new account from Salesforce to Reltio using the Salesforce Connector, I would like the entity id generated to be written back to Salesforce.  As far as I can tell, I would need to trigger a change in Reltio to intiaite a sync back to Salesforce but wondering if there was a way to do this automatically.  Has anyone come across this type of use case before?  Thanks.


  • 2.  RE: Ability for Salesforce connector to write back assigned entity id to the Salesforce Account

    Reltio Partner
    Posted 01-27-2022 08:05
    Hi Michael,

    This is possible


  • 3.  RE: Ability for Salesforce connector to write back assigned entity id to the Salesforce Account

    Reltio Partner
    Posted 01-27-2022 09:49
    Hi Michael,
    Your need to store the Reltio entity ID intrigues me. Can you describe the use case? Also, pls note that generally speaking, source systems don't require knowledge of the MDM entity ID and if you do decide to store it, you'll need to manage it as entities within Reltio merge and unmerge.


  • 4.  RE: Ability for Salesforce connector to write back assigned entity id to the Salesforce Account

    Posted 01-27-2022 13:10


  • 5.  RE: Ability for Salesforce connector to write back assigned entity id to the Salesforce Account

    Posted 01-27-2022 13:15
    Curt,  Thanks for you response.  It is not so much the entity id that is of interest but really a way to identify that an account in Salesforce is now "managed" by Reltio.  I was thinking the prescence of the entity id could be used for this but it could just as easily be a Yes/No flag on the account that is set once the account is in Reltio.    We are currently in the initial implemtation phase of Reltio, Salesforce being the first source system to be connected.  We have a number of integrations in and out of Salesforce, some of which create and update customer data and the business is asking for a gradual rollout of the integration with Reltio.   To that end knowing which Salesforce account is being mastered in Reltio and which isnt is required by some of these other integrations.