Reltio Connect

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  • 1.  SFDC Connector - data sync up between SFDC & Reltio

    Reltio Partner
    Posted 08-18-2022 12:42
    We have 2 SFDC objects Contact and User where most of the attributes are common. We want to design one single entity type in Reltio which can hold both the data. Is it possible via Reltio SFDC connector to sync :
    a) SFDC Contact data to Reltio Contact entity type
    b) SFDC User data to Reltio Contact User type
    We want both way synchronization from SFDC to Reltio and vice versa.

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    Abhijit Auddy
    Cognizant
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  • 2.  RE: SFDC Connector - data sync up between SFDC & Reltio

    Reltio Employee
    Posted 08-19-2022 09:41
    Hi Abhijit,

    Yes, that should be possible by using filter conditions in connector mapping, and appropriately partitioning the data from Contact and User objects.

    Example below:

    "sobject": {
                "type": "Contact"
            },
            "reltioObjectType": "configuration/entityTypes/Individual",
            "to_salesforce": {
                "filter": "equals(configuration/entityTypes/Contact/attributes/IndividualType,'Contact')"
              .
              .
              .
    }

    "sobject": {
                "type": "User"
            },
            "reltioObjectType": "configuration/entityTypes/Individual",
            "to_salesforce": {
                "filter": "equals(configuration/entityTypes/Contact/attributes/IndividualType,'User')"
              .
              .
              .
    }

      


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    Thanks,
    Snehil Kamal
    Solution Architect
    Reltio
    Bangalore
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