Reltio Connect

 View Only
  • 1.  data filtering In OOTB SFDC Connector

    Reltio Partner
    Posted 01-18-2023 05:43
    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
    ------------------------------


  • 2.  RE: data filtering In OOTB SFDC Connector

    Reltio Employee
    Posted 14 days ago

    I'm checking some old discussions that haven't been answered. I assume you have this solved? If not try this: 

    The issue you are facing could be that the default values are getting synced to Reltio even when there is no email data. This is because the mapping you are using is not filtering out the records that do not have an email address.

    To fix this issue, you need to modify your mapping to filter out the records that do not have an email address. You can do this by using the following mapping:

    IF(ISNULL({Email}), SKIP, {Email})

    This mapping will check if the Email attribute is null. If it is, the record will be skipped. If it is not, the value of the Email attribute will be synced to Reltio.

    Here are the steps on how to modify your mapping:

    1. Go to the Mapping tab in the Reltio UI.
    2. Select the mapping that you want to modify.
    3. Click on the Edit button.
    4. In the Mapping Editor, find the line that contains the mapping for the Email attribute.
    5. Replace the existing mapping with the following mapping:

    IF(ISNULL({Email}), SKIP, {Email})

    1. Click on the Save button.

    Once you have modified your mapping, the default values will no longer be synced to Reltio for records that do not have an email address.

    Here is some documentation on Attributes configuration.



    ------------------------------
    Chris Detzel
    Director of Customer Community and Engagement
    Reltio
    ------------------------------