Import With Relations

Using the Import with Relations feature, you can now import an entity along with it's relationship from Reltio using Search Before Create.

The Import with Relations feature is available with the Search Before Create (SBC) functionality of Reltio Connected Customer Data for Salesforce Managed Package.

Version of the Managed Package

Import with Relations feature is available in Managed Package version 1.10019 and above.

Configuration

The feature can be enabled using the Import with relations flag on the SBC basic settings tab of the Reltio Control Panel in Salesforce Connector Managed Package.

Creating Objects with Relations

To create objects with relations:
  1. Navigate to the Reltio Control Panel and click SBC Basic Settings.
  2. Select Import with Relations.

Usage Scenario

A Salesforce user would like to create an Account and use SBC to search in the Reltio tenant entity first. The user also wants to be sure that if the Reltio entity has a relationship with another entity, then the import should create both the related objects. For example:
  • Account
  • Parent Account

Verifying Reltio Tenant Metadata

To import with relations, a relationship object with appropriate start and end objects which are both configured in Managed Package should be present, so that SBC mappings exist for both the start and end objects.

The image below displays an Affiliation relationship with Company1 and Company2, and the start and end objects.

Example: Configuring Mapping

To ensure that the Salesforce Integration mappings are correctly configured:
  1. Mappings for entity types Company2 and Company1 must be configured.
  2. Mapping with Company2 objects must have a relations section in to_salesforce section which defines the lookup Salesforce field name and Affiliation relation type.

  3. Ensure that the SBC Mappings are created in Managed Package.

FAQs

  1. What if Managed Package is configured to import entities with relations, but the entities do not have related entities? Is it possible to import the entities in that case?

    Yes, import will be performed without exception. No related objects will be created.

  2. Is it possible to configure several relations and use all of them in the Import with Relations feature?

    Yes. If several relations are configured and an entity has several related entities, all these related entities will be created.

  3. If a related entity already exists in Salesforce and we are trying to import the end object entity, does it lead to duplication in Salesforce?

    No. Every imported entity is verified on the existing Salesforce crosswalk and if such crosswalk is present, then the entity is ignored.

  4. Is it possible to import objects of different types for example, Account and Contact?

    Yes. There are no restrictions. It depends on the configured mappings.

  5. What is the order of created objects?

    Related objects are created first and only after that are the main objects created. In the example above, the account of type Company2 (child account) is created after the account of type Company1 (parent Account).