Connecting Salesforce to your Reltio Tenant

After you have installed the application for the first time, you need to ensure that a connection is established between your Salesforce organization and your Reltio tenant.

To establish a connection between your Salesforce organization and your Reltio tenant:
  1. Open app launcher and click on Reltio Connected Customer Data for Salesforce.
  2. Enter your Reltio Connected Cloud credentials.
  3. Click Verify to check whether the credentials are correct and click Next. The Reltio Credentials page appears as follows:

    Note:
    • Reltio tenant environment - This is the URL prefix of your Tenant URL. For example, if your tenant URL is https://tst-01.reltio.com/ui/ddHXrrrotBeNhNO this would mean that your tenant environment is tst-01.
    • Reltio username - The username which will be used for synchronization. Note that this might be a dedicated API username and not the one you usually use for login.
    • Reltio password - The password for the API username.
  4. Enter your Salesforce service user credentials.
  5. Click Verify to check whether the credentials are correct and click Next. If you get an error about a missing or incorrect configuration in Remote Site Setting, then refer the section on Remote Site Settings to maintain the correct configuration. The Salesforce Credentials page appears as follows:

    Note:
    • Username - It is the username of the user (usually a dedicated admin user) performing the synchronization operations.
    • Password - It is the password of the user performing the sync operations.
    • Token - Security token of the user performing the sync operations. Required for Salesforce API access.
    • Login URL - The login URL of the Salesforce instance.
    • Create default sync mappings - If the Create default sync mappings and Save My Credentials options are checked, default mappings will be created when creating the Salesforce Connector profile.
    • Salesforce Service User - This user must have API enabled, and must Modify All Data permissions.
  6. Click the individual default mapping to view the out of the box mapping of Salesforce and Reltio objects. The mappings would depend on the accelerator you have configured in your Reltio tenant as well as on the Salesforce application. More information about mappings is available in the Mappings link section.
  7. Click Sync Config button to synchronize all the settings with Reltio.

  8. Click Finish to complete the setup. The values can be edited using the Reltio Control Panel tab available in the Reltio Connected Customer Data for Salesforce App.