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  • 1.  Sample Mapping to map Sfdc Simple address attribute to Reltio Reference Entity( Location)

    Reltio Partner
    Posted 22 days ago
    Hi Team,

    Do any one have  Sample Mapping to map Sfdc Simple address attribute to Reltio Reference Entity( Location), we are having requirement, we are using below mapping.
    when we create or update any record in salesforce apart from Address rest of the attributes are flowing to Reltio.

    [
    {
    "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": [
    {
    "relationType": "configuration/relationTypes/AccountToContact",
    "sfdcAttrName": "AccountId"
    }
    ]
    }
    },
    {
    "description": "Default mapping Account - Account",
    "isActive": true,
    "sfdcSource": "configuration/sources/Salesforce",
    "sobject": {
    "type": "Account"
    },
    "reltioObjectType": "configuration/entityTypes/Account",
    "to_salesforce": {
    "attributeMapping": [
    {
    "sfdcAttrName": "AccountNumber",
    "value": "configuration/entityTypes/Account/attributes/AccountNumber"
    },
    {
    "sfdcAttrName": "Name",
    "value": "configuration/entityTypes/Account/attributes/Name"
    },
    {
    "sfdcAttrName": "Account_Owner_s_Email__c",
    "value": "configuration/entityTypes/Account/attributes/AccountOwnerEmail"
    },
    {
    "sfdcAttrName": "Customer_Service_Category__c",
    "value": "configuration/entityTypes/Account/attributes/CustomerCategory"
    }
    ],
    "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"
    }
    ,
    {
    "sobject": {
    "type": "Account"
    },
    "uri":"configuration/entityTypes/Account/attributes/Address",
    
    "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": [
    {
    "sfdcAttrName": "Start_Date__c",
    "value": "configuration/entityTypes/Site/attributes/SiteOpenDate"
    },
    {
    "sfdcAttrName": "Name",
    "value": "configuration/entityTypes/Site/attributes/Name"
    },
    {
    "sfdcAttrName": "End_Date__c",
    "value": "configuration/entityTypes/Site/attributes/SiteCloseDate"
    }
    ],
    "relatedObjects": []
    },
    "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/SiteToContact",
    "sfdcAttrName": "Primary_Site_Contact__c"
    },
    {
    "relationType": "configuration/relationTypes/AccountToSite",
    "sfdcAttrName": "Account__c"
    }
    ]
    }
    }
    ]​



    Thanks,
    Karthik


  • 2.  RE: Sample Mapping to map Sfdc Simple address attribute to Reltio Reference Entity( Location)

    Reltio Employee
    Posted 21 days ago
    Hi Karthik, 
    You are missing the compound field in your mappings. The mappings should like below.



  • 3.  RE: Sample Mapping to map Sfdc Simple address attribute to Reltio Reference Entity( Location)

    Reltio Partner
    Posted 20 days ago
    Hi Gaurav,

    Thanks alot for your response, we did the suggested changes in the mapping and we observed Address information is not flowing from Salesforce to Reltio.
    [
    {
    "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": [
    {
    "relationType": "configuration/relationTypes/AccountToContact",
    "sfdcAttrName": "AccountId"
    }
    ]
    }
    },
    {
    "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/SiteToContact",
    "sfdcAttrName": "Primary_Site_Contact__c"
    },
    {
    "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/SiteToContact",
    "sfdcAttrName": "Primary_Site_Contact__c"
    },
    {
    "relationType": "configuration/relationTypes/AccountToSite",
    "sfdcAttrName": "Account__c"
    }
    ]
    }
    }
    ]

    Posted the mapping configuration.

    Thanks,
    Karthik Athota


  • 4.  RE: Sample Mapping to map Sfdc Simple address attribute to Reltio Reference Entity( Location)

    Reltio Employee
    Posted 20 days ago
    Hi Karthik

    The mapping I provided earlier works, I am sure about it. There could be other problems like with the Reltio data model. Please create a ticket for support to help you.

    Regards
    Gaurav