Installing Salesforce Connector

A Salesforce administrator with authorization to access appexchange can install the Salesforce Connector

To install Salesforce Connector:
  1. Click the appexchange link in your Salesforce organization.
  2. Search for Reltio Connected Customer Data for Salesforce.
  3. Click the Get it Now. Alternatively, use the https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0qrUUAR link to visit the Salesforce Connector page and click Get it Now button.

  4. Click the Install with Admins Only option to start the installation.

This would deploy the package contents into your Salesforce organization and set you up for the next steps of configuring the connector.

Setting up Salesforce Connector

Setting up Salesforce connector is a one time activity that creates a Salesforce connector profile. Salesforce connector profile consists of the following configurations specific to your Salesforce organization.
  1. Salesforce organization and Reltio tenant credentials
  2. Mapping of objects, fields, filters and custom logic
  3. Batch size of API messages and frequency of synchronization from Salesforce to Reltio

Connecting Salesforce with your Reltio tenant

After you have installed the application for the first time, the following steps will help you establish a connection between your Salesforce organization and your Reltio tenant.
  1. Open app launcher and click on Reltio Connected Customer Data for Salesforce. Enter your Reltio Connected Cloud credentials. 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 the synchronization. Note that this might be a dedicated API user and not the one you usually use for login.
    • Reltio password - The password of the API user.
  2. Enter your Salesforce service user credentials.
  3. Click Verify to check whether the credentials are correct and click Next. The Default Mappings page appears as follows. If you get an error about a missing or incorrect configuration in Remote Site Setting refer the section on Remote Site Settings to maintain the correct configuration.

  4. 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 Mapping section.
  5. Click Sync Config button to synchronize all the settings with Reltio.

  6. 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.