Merge in Reltio Without Using Salesforce Merge Service

Salesforce Connector supports updating all accounts that are related to a merged entity in Reltio platform without calling the Salesforce merge service.

After entities are merged in Reltio platform, Salesforce Connector finds all Salesforce crosswalks in Reltio platform and updates each corresponding Salesforce account. If a merged entity has some objects that are missing in the Salesforce account, Salesforce Connector creates those objects to ensure that the entity state is in sync with the Salesforce account state.

Example: Two entities created in Reltio

Entity #1 with attributes:
  • Name: Entity #1
  • HomePhone: +11111111111
  • Fax: +3333333333
Entity #2 with attributes:
  • Name: Entity #2
  • WorkPhone: +2222222222
  • Fax: +3333333333

After syncing to Salesforce, two accounts with the same fields are created.

Entities merged but not synced to Salesforce

After entities are merged in Reltio but are not synced to Salesforce, the following are available:

MergedEntity (assume Entity1 values became OV values):
  • Name: Entity 1 (ov), Entity 2
  • HomePhone: +11111111111
  • WorkPhone: +2222222222
  • Fax: +3333333333
Salesforce Account #1
  • Name: Entity1
  • HomePhone: +11111111111
  • Fax: +3333333333
Salesforce Account #2
  • Name: Entity2
  • WorkPhone: +2222222222
  • Fax: +3333333333

Connector processes the merge and updates Salesforce accounts

When the connector processes the merge of entities and updates both the Salesforce accounts, the following are available:

MergedEntity (assume Entity1 values became OV values):
  • Name: Entity #1 (ov), Entity #2
  • HomePhone: +11111111111
  • WorkPhone: +2222222222
  • Fax: +3333333333
Salesforce Account #1
  • Name: Entity #1
  • HomePhone: +11111111111
  • WorkPhone: +2222222222 (Work phone created because the merged entity has WorkPhone, but Account 1 does not)
  • Fax: +3333333333
Salesforce Account #2
  • Name: Entity #1 (Name updated to entity OV value which is Entity 1)
  • HomePhone: +11111111111 (Home phone created because the merged entity has HomePhone, but Account 2 does not)
  • WorkPhone: +2222222222
  • Fax: +3333333333

If entities are unmerged in Reltio platform, the connector updates each account to the entity OV values.