Reltio Platform to Salesforce

Synchronization from Reltio platform to Salesforce can be implemented using one-to-one or one-to-many mapping.

One to One Mapping

One to one mapping means that one Reltio entity is mapped to one Salesforce account. All entity simple attributes are mapped to the Salesforce account attributes. All nested attributes are also mapped to the Salesforce account attributes. However, each nested sub-attribute is mapped to a Salesforce account simple attribute.

Mapping Example

[
  {
    "description": "One to one mapping",
    "isActive": true,
    "sfdcSource": "configuration/sources/SFDC",
    "sobject": {
      "type": "Account",
      "recordTypeId": "012f4000000YFhiAAG"
    },
    "reltioObjectType": "configuration/entityTypes/HCP",
    "to_salesforce": {
      "attributeMapping": [
        {
          "sfdcAttrName": "FirstName", // Salesforce account simple attribute
          "value": "configuration/entityTypes/HCP/attributes/FirstName" // Simple attribute in Reltio entity
        },
        {
          "sfdcAttrName": "LastName", // Salesforce account simple attribute
          "value": "configuration/entityTypes/HCP/attributes/LastName" // Simple attribute in Reltio entity
        }
        {
          "sfdcAttrName": "PersonHomePhone", // Salesforce account simple attribute
          "value": "=source(configuration/entityTypes/HCP/attributes/Phone/attributes/Number).equals(configuration/entityTypes/HCP/attributes/Phone/attributes/Type, Home)"
          // Reltio nested attribute Phone mapped to Salesforce account simple attribute.
          // Depends on 'Phone.Type' sub-attribute 'Phone.Number' sub-attribute mapped to different Salesforce account fields.
          // If Phone.Type = Home then Phone.Number mapped to Salesforce account 'PersonHomePhone' field
        },
        {
          "sfdcAttrName": "PersonMobilePhone", // Salesforce account simple attribute
          "value": "=source(configuration/entityTypes/HCP/attributes/Phone/attributes/Number).equals(configuration/entityTypes/HCP/attributes/Phone/attributes/Type, Mobile)"
          // Reltio nested attribute Phone mapped to Salesforce account simple attribute.
          // Depends on 'Phone.Type' sub-attribute 'Phone.Number' sub-attribute mapped to different Salesforce account fields.
          // If Phone.Type = Home then Phone.Number mapped to Salesforce account 'PersonHomePhone' field
        }
      ],
      "relatedObjects": []
    },
    "to_reltio": {
        "attributeMapping": []
    }
  }
]

Expected Result in Salesforce

All entity attributes are synced to the salesforce account simple attributes.

Expected Result in Reltio Platform

Entity gets a new crosswalk with the following details:
  • Crosswalk type: Salesforce (specified in mapping)
  • Crosswalk value: Salesforce account ID
  • sourceTable: contains Salesforce object type.

The entity attributes get new values based on the Salesforce Crosswalk. These attributes display the current state of the Salesforce account.

One to Many Mapping

One to many mapping allows to map an entity to one Salesforce object type and the entity attributes to another Salesforce object type. The attributes mapped to the separate Salesforce object type must be configured under 'relatedObjects'.

Mapping Example

[
  {
    "description": "One to many mapping",
    "isActive": true,
    "sfdcSource": "configuration/sources/SFDC",
    "sobject": {
      "type": "Account",
      "recordTypeId": "012f4000000YFhiAAG"
    },
    "reltioObjectType": "configuration/entityTypes/HCP",
    "to_salesforce": {
      "attributeMapping": [
        {
          "sfdcAttrName": "FirstName", // Salesforce account simple attribute
          "value": "configuration/entityTypes/HCP/attributes/FirstName" // Simple attribute in Reltio entity
        },
        {
          "sfdcAttrName": "LastName", // Salesforce account simple attribute
          "value": "configuration/entityTypes/HCP/attributes/LastName" // Simple attribute in Reltio entity
        }
      ],
      "relatedObjects": [
        {
          "sobject": {
            "type": "vv_adr__Address_vod__c", // Custom salesforce object type
            "recordTypeId": "012f4000000JiXTAA0" // Custom salesforce object record type
          },
          "rootUri": "configuration/entityTypes/HCP/attributes/AddressNested", // Nested attribute type in Reltio entity
          "relationshipName": "vv_adr__Address_vod__r", // Relationship type between Salesforce parent and child custom object
          "attributeMapping": [
            {
              "sfdcAttrName": "Name", // Salesforce account simple attribute in custom object
              "value": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/AddressLine1" // Simple attribute in Reltio entity inside nested attribute
            },
            {
              "sfdcAttrName": "vv_adr__Address_line_2_vod__c", // Salesforce account simple attribute in custom object
              "value": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/AddressLine2" // Simple attribute in Reltio entity inside nested attribute
            },
            {
              "sfdcAttrName": "vv_adr__City_vod__c", // Salesforce account simple attribute in custom object
              "value": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/City" // Simple attribute in Reltio entity inside nested attribute
            },
            {
              "sfdcAttrName": "vv_adr__State_vod__c", // Salesforce account simple attribute in custom object
              "value": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/StateProvince" // Simple attribute in Reltio entity inside nested attribute
            },
            {
              "sfdcAttrName": "vv_adr__Country_vod__c", // Salesforce account simple attribute in custom object
              "value": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/Country" // Simple attribute in Reltio entity inside nested attribute
            },
            {
              "sfdcAttrName": "vv_adr__Zip_vod__c", // Salesforce account simple attribute in custom object
              "value": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/Zip/attributes/PostalCode" // Simple attribute in Reltio entity inside nested attribute
            }
          ]
        }
      ]
    },
    "to_reltio": {
        "attributeMapping": []
    }
  }
]

Expected Result in Salesforce

All entity simple attributes are synced to the Salesforce account simple attributes. The entity nested attribute 'Address' is synced to the separate custom Salesforce object 'Address'.

Expected Result in Reltio Platform

Entity gets a new crosswalk with the following details:
  • Crosswalk type: Salesforce (specified in mapping)
  • Crosswalk value: Salesforce account ID
  • sourceTable: contains Salesforce object type.

The entity attributes get new values based on the Salesforce Crosswalk. These attributes display the current state of the Salesforce account.

The entity nested attribute gets a new Salesforce crosswalk as it is mapped to the custom Salesforce object.
  • Crosswalk type: Salesforce (specified in mapping)
  • Crosswalk value: Salesforce custom object ID
  • sourceTable: contains Salesforce object type.