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data filtering In OOTB SFDC Connector

  • 1.  data filtering In OOTB SFDC Connector

    Reltio Partner
    Posted 8 days ago
    Hi Team ,

    we had requirement to filter the data based on the email values, if email is present then we need to filter that data ad sync them to Reltio.
    we are using below mapping and our email is a Nested attribute at Reltio, even when there is no email data is not getting filtered and the default values are getting synced to Reltio.
    can anyone help me in fixing this issue.

    [
    {
    "description": "Default mapping Contact - Contact",
    "isActive": true,
    "sfdcSource": "configuration/sources/Salesforce",
    "processMerge": true,
    "sobject": {
    "type": "Contact"
    },
    "reltioObjectType": "configuration/entityTypes/Contact",
    "to_salesforce": {
    "attributeMapping": [
    {
    "sfdcAttrName": "FirstName",
    "value": "configuration/entityTypes/Contact/attributes/FirstName"
    },
    {
    "sfdcAttrName": "LastName",
    "value": "configuration/entityTypes/Contact/attributes/LastName"
    },
    {
    "sfdcAttrName": "Birthdate",
    "value": "configuration/entityTypes/Contact/attributes/DoB"
    },
    {
    "sfdcAttrName": "Contact_Status__c",
    "value": "configuration/entityTypes/Contact/attributes/Status"
    },
    {
    "sfdcAttrName": "Title",
    "value": "configuration/entityTypes/Contact/attributes/JobTitle"
    },
    {
    "sfdcAttrName": "HasOptedOutOfEmail",
    "value": "configuration/entityTypes/Contact/attributes/GlobalOptOut"
    },
    {
    "sfdcAttrName": "Email",
    "value": "configuration/entityTypes/Contact/attributes/Email/attributes/Email"
    },
    {
    "sfdcAttrName": "Phone",
    "value": "configuration/entityTypes/Contact/attributes/Phone/attributes/Number"
    }
    ],
    "relatedObjects": []
    },
    "to_reltio": {
    "syncBackToSalesforce": true,
    "filter":"",
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/FirstName",
    "value": "FirstName"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/LastName",
    "value": "LastName"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/DoB",
    "value": "Birthdate"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Status",
    "value": "Contact_Status__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/JobTitle",
    "value": "Title"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/GlobalOptOut",
    "value": "HasOptedOutOfEmail"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/OnlineAccountUser",
    "value": "MyResource_Contact__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email",
    "filter": "isNotEmpty(Email)",
    "sobject": {
    "type": "Contact"
    },
    "value": [
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/Email",
    "value": "Email"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/RSIValidationStatus",
    "value": "BriteVerify_Email_Status__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/RSILastValidationDate",
    "value": "BriteVerify_Email_Timestamp__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/Type",
    "value": "='Primary'"
    }


    ]
    }
    ]
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email",
    "filter": "isNotEmpty(Secondary_Email__c)",
    "sobject": {
    "type": "Contact"
    },
    "value": [
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/Email",
    "value": "Secondary_Email__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/RSIValidationStatus",
    "value": "BriteVerify_Email_Status__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/RSILastValidationDate",
    "value": "BriteVerify_Email_Timestamp__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/Type",
    "value": "='Secondary'"
    }


    ]
    }
    ]
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone",
    "filter": "isNotEmpty(Phone) OR isNotEmpty(Secondary_Phone__c)" ,
    "sobject": {
    "type": "Contact"
    },
    "value": [
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Number",
    "value": "Phone"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Extension",
    "value": "Extension__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/RSIPhoneLineType",
    "value": "BriteVerify_Phone_ServiceType__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/RSIValidationStatus",
    "value": "BriteVerify_Phone_Status__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/RSILastValidationDate",
    "value": "BriteVerify_Phone_Timestamp__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Type",
    "value": "='Primary'"
    }
    ]
    },
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Number",
    "value": "Secondary_Phone__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Extension",
    "value": "Extension__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/RSIPhoneLineType",
    "value": "BriteVerify_Phone_ServiceType__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/RSIValidationStatus",
    "value": "BriteVerify_Phone_Status__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/RSILastValidationDate",
    "value": "BriteVerify_Phone_Timestamp__c"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Type",
    "value": "='Secondary'"
    }
    ]
    }
    ]
    }
    ],
    "relations": []
    }
    },
    {
    "description": "Default mapping Account - Account",
    "isActive": true,
    "sfdcSource": "configuration/sources/Salesforce",
    "sobject": {
    "type": "Account"
    },
    "reltioObjectType": "configuration/entityTypes/Account",
    "to_salesforce": {
    "attributeMapping": [

    ],
    "relatedObjects": []
    },
    "to_reltio": {
    "syncBackToSalesforce": true,
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Account/attributes/AccountNumber",
    "value": "AccountNumber"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/Name",
    "value": "Name"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/AccountOwnerName",
    "value": "Account_Owner__c"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/AccountOwnerID",
    "value": "OwnerId"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/AccountOwnerEmail",
    "value": "Account_Owner_s_Email__c"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/AccountCloseDate",
    "value": "Account_Close_Date__c"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/CDHCustomerID",
    "value": "Customer_HUB_Profile_ID__c"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/CustomerCategory",
    "value": "Customer_Service_Category__c"
    }
    ,
    {

    "uri":"configuration/entityTypes/Account/attributes/Address",
    "compoundFieldName": "BillingAddress",
    "value": [
    {
    "attributeMapping": [

    {
    "uri": "configuration/entityTypes/Account/attributes/Address/attributes/AddressLine1",
    "value": "BillingStreet"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/Address/attributes/City",
    "value": "BillingCity"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/Address/attributes/StateProvince",
    "value": "BillingState"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/Address/attributes/Zip/attributes/PostalCode",
    "value": "BillingPostalCode"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/Address/attributes/Country",
    "value": "BillingCountry"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/Address/attributes/AddressType",
    "value": "='Billing'"
    }
    ]
    }
    ]

    }
    ],
    "relations": []
    }
    },
    {
    "description": "Default mapping Site - Site",
    "isActive": true,
    "sfdcSource": "configuration/sources/Salesforce",
    "sobject": {
    "type": "Site__c"
    },
    "reltioObjectType": "configuration/entityTypes/Site",
    "to_salesforce": {
    "attributeMapping": [

    ],
    "relatedObjects": [],
    "relations": [


    ]
    },
    "to_reltio": {
    "syncBackToSalesforce": true,
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteNumber",
    "value": "InfoPro_Site_ID__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/Name",
    "value": "Name"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteOpenDate",
    "value": "Start_Date__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteCloseDate",
    "value": "End_Date__c"
    },
    {
    "sobject": {
    "type": "Site__c"
    },
    "uri":"configuration/entityTypes/Site/attributes/Address",

    "value": [
    {
    "attributeMapping": [

    {
    "uri": "configuration/entityTypes/Site/attributes/Address/attributes/AddressLine1",
    "value": "Street__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/Address/attributes/City",
    "value": "City__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/Address/attributes/StateProvince",
    "value": "State__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/Address/attributes/Zip/attributes/PostalCode",
    "value": "Site_ZipCode__c"
    },
    {
    "uri": "configuration/entityTypes/Account/attributes/Address/attributes/AddressType",
    "value": "='Site'"
    }
    ]
    }
    ]

    }

    ],
    "relations": [

    {
    "relationType": "configuration/relationTypes/AccountToSite",
    "sfdcAttrName": "Account__c"
    }
    ]
    }
    },
    {
    "description": "Synchronization of AccountToContact Relationship",
    "isActive": true,
    "sfdcSource": "configuration/sources/Salesforce",
    "reltioObjectType": "configuration/relationTypes/AccountToContact",
    "sobject": {
    "type": "AccountContactRelation",
    "startField": "AccountId",
    "endField": "ContactId"
    },
    "relation": true,
    "startObjectType": "configuration/entityTypes/Account",
    "endObjectType": "configuration/entityTypes/Contact",
    "to_salesforce": {
    "attributeMapping": [
    {
    "value": "configuration/relationTypes/AccountToContact/attributes/ContactRole",
    "sfdcAttrName": "Contact_Role__c"
    }
    ]
    },
    "to_reltio": {
    "attributeMapping": [
    {
    "uri": "configuration/relationTypes/AccountToContact/attributes/ContactRole",
    "value": "Contact_Role__c"
    },
    {
    "uri": "configuration/relationTypes/AccountToContact/attributes/SystemAccountId",
    "value": "Account_Id__c"
    }
    ]
    }

    },
    {
    "description": "Synchronization of SiteToContact Relationship",
    "isActive": true,
    "sfdcSource": "configuration/sources/Salesforce",
    "reltioObjectType": "configuration/relationTypes/SiteToContact",
    "sobject": {
    "type": "SiteContactRole__c",
    "startField": "Contact__c",
    "endField": "Site_Address__c"
    },
    "relation": true,
    "startObjectType": "configuration/entityTypes/Contact",
    "endObjectType": "configuration/entityTypes/Site",
    "to_salesforce": {
    "attributeMapping": [
    {
    "value": "configuration/relationTypes/SiteToContact/attributes/ContactRole",
    "sfdcAttrName": "Contact_Role__c"
    }

    ]
    },
    "to_reltio": {
    "attributeMapping": [
    {
    "uri": "configuration/relationTypes/SiteToContact/attributes/ContactRole",
    "value": "Contact_Role__c"
    },
    {
    "uri": "configuration/relationTypes/SiteToContact/attributes/SiteID",
    "value": "Site_Id__c"
    }
    ]
    }

    }
    ]


    Thanks,
    Karthik Athota

    ------------------------------
    Karthik karthik
    PWC
    ------------------------------