Reltio Connect

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  • 1.  Relations not flowing from Salesforces to Reltio

    Reltio Partner
    Posted 20 days ago
    Hi ,

    we  are using OOTB SFDC Connector to integrate from Reltio to Salesforce, we are trying t Sync Entities and relations from Salesforce to Reltio and vice versa.
    where as we  are we are able to sync only entities and relations are not syncing from Salesforce to Reltio. 
    please find the below mapping configuration.

    [
    {
    "description": "Default mapping Contact - Contact",
    "isActive": true,
    "sfdcSource": "configuration/sources/Salesforce",
    "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": "MobilePhone",
    "value": "=source(configuration/entityTypes/Contact/attributes/Phone/attributes/Number).equals(configuration/entityTypes/Contact/attributes/Phone/attributes/Type,Mobile)"
    },
    {
    "sfdcAttrName": "HomePhone",
    "value": "=source(configuration/entityTypes/Contact/attributes/Phone/attributes/Number).equals(configuration/entityTypes/Contact/attributes/Phone/attributes/Type,Home)"
    },
    {
    "sfdcAttrName": "Fax",
    "value": "=source(configuration/entityTypes/Contact/attributes/Phone/attributes/Number).equals(configuration/entityTypes/Contact/attributes/Phone/attributes/Type,Fax)"
    }
    ],
    "relatedObjects": []
    },
    "to_reltio": {
    "syncBackToSalesforce": true,
    "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",
    "value": [
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Email/attributes/Email",
    "value": "Email"
    }
    ]
    }
    ]
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone",
    "value": [
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Number",
    "value": "MobilePhone"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Type",
    "value": "=source(MobilePhone).compare(null,null,Mobile)"
    }
    ]
    }
    ]
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone",
    "value": [
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Number",
    "value": "HomePhone"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Type",
    "value": "=source(HomePhone).compare(null,null,Home)"
    }
    ]
    }
    ]
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone",
    "value": [
    {
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Number",
    "value": "Fax"
    },
    {
    "uri": "configuration/entityTypes/Contact/attributes/Phone/attributes/Type",
    "value": "=source(Fax).compare(null,null,Fax)"
    }
    ]
    }
    ]
    }
    ],
    "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": [

    {
    "relationType": "configuration/relationTypes/AccountToSite",
    "sfdcAttrName": "Account__c"
    }
    ]
    },
    "to_reltio": {
    "syncBackToSalesforce": true,
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteNumber",
    "value": "InfoPro_Site_ID__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteOpenDate",
    "value": "Start_Date__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteCloseDate",
    "value": "End_Date__c"
    }

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

    }
    ]


    Please help me in fix this issue.

    Thanks,
    Karthik Athota

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


  • 2.  RE: Relations not flowing from Salesforces to Reltio

    Reltio Employee
    Posted 17 days ago
    @Ayan Basu are you able to weigh in on this?​

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



  • 3.  RE: Relations not flowing from Salesforces to Reltio

    Reltio Partner
    Posted 17 days ago
    Hi Team,
    we are able to sync Relations from Salesforce to Reltio , where are From Reltio to Salesforce is not happening.
    please find the below mapping and please let us know the fix as it is  effecting our development .

    [
    {
    "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,
    "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",
    "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/Phone",
    "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": "=source(Secondary_Phone__c).defaultTo(Primary)"
    }
    ]
    }
    ]
    }
    ],
    "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": [

    {
    "relationType": "configuration/relationTypes/AccountToSite",
    "sfdcAttrName": "Account__c"
    }
    ]
    },
    "to_reltio": {
    "syncBackToSalesforce": true,
    "attributeMapping": [
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteNumber",
    "value": "InfoPro_Site_ID__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteOpenDate",
    "value": "Start_Date__c"
    },
    {
    "uri": "configuration/entityTypes/Site/attributes/SiteCloseDate",
    "value": "End_Date__c"
    }

    ],
    "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
    ------------------------------



  • 4.  RE: Relations not flowing from Salesforces to Reltio

    Reltio Partner
    Posted 17 days ago
    we are getting below error while Syncing Relations back from Reltio to Salesforce.

     {
                "timestamp""2023-01-10T05:32:34.184Z",
                "severity""ERROR",
                "message""env:361<hm1lwlxKKIMb60e+00D6t0000004csrEAA> <w1>: CNR_E223 RELATIONSHIP_CREATED event not processed: Error: Entity filtered out\n    at /usr/src/app/lib/connector/lib/relationprocessor.js:290:28\n    at runMicrotasks (<anonymous>)\n    at processTicksAndRejections (internal/process/task_queues.js:95:5)"
            },


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