Salesforce to Reltio Platform

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

One to One Mapping

One to one mapping means that one Salesforce account is mapped to one Reltio entity. All Salesforce account attributes are mapped to entity simple or nested attributes.

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": []
    },
    "to_reltio": {
      "attributeMapping": [
        {
          "uri": "configuration/entityTypes/HCP/attributes/FirstName", // Simple attribute in Reltio entity
          "value": "FirstName" // Salesforce account simple attribute
        },
        {
          "uri": "configuration/entityTypes/HCP/attributes/LastName", // Simple attribute in Reltio entity
          "value": "LastName" // Salesforce account simple attribute
        },
        {
          "uri": "configuration/entityTypes/HCP/attributes/Phone", // Nested Attribute
          "value": [
            {
              "attributeMapping": [
                {
                  "uri": "configuration/entityTypes/HCP/attributes/Phone/attributes/Type", // Simple attribute in Reltio entity inside nested attribute
                  "value": "='Home'" // Hardcoded mapping value
                },
                {
                  "uri": "configuration/entityTypes/HCP/attributes/Phone/attributes/Number", // Simple attribute in Reltio entity inside nested attribute
                  "value": "PersonHomePhone" // Salesforce account simple attribute
                }
              ]
            },
            {
              "attributeMapping": [
                {
                  "uri": "configuration/entityTypes/HCP/attributes/Phone/attributes/Type", // Simple attribute in Reltio entity inside nested attribute
                  "value": "='Mobile'" // Hardcoded mapping value
                },
                {
                  "uri": "configuration/entityTypes/HCP/attributes/Phone/attributes/Number", // Simple attribute in Reltio entity inside nested attribute
                  "value": "PersonMobilePhone" // Salesforce account simple attribute
                }
              ]
            }
          ]
        }
      ]
    }
  }
]

Expected Result in Salesforce

Nothing changed by Salesforce Connector to the Salesforce account state:

Expected Result in Reltio Platform

Entity posted to Reltio with an Salesforce crosswalk with the following details:
  • Crosswalk type: Salesforce (specified in mapping)
  • Crosswalk value: Salesforce account ID
  • sourceTable: contains Salesforce object type

The entity attribute values are related to the Salesforce Crosswalk. These attributes display the current state of the Salesforce account.

Many to One Mapping

One to many mapping allows you to map Salesforce and related custom objects to one Reltio entity.

Mapping Example
[
  {
    "description": "Many to one mapping",
    "isActive": true,
    "sfdcSource": "configuration/sources/SFDC",
    "sobject": {
      "type": "Account",
      "recordTypeId": "012f4000000YFhiAAG"
    },
    "reltioObjectType": "configuration/entityTypes/HCP",
    "to_alesforce": {
        "attributeMapping": []
    },
    "to_reltio": {
      "attributeMapping": [
        {
          "uri": "configuration/entityTypes/HCP/attributes/FirstName", // Simple attribute in Reltio entity
          "value": "FirstName" // Salesforce account simple attribute
        },
        {
          "uri": "configuration/entityTypes/HCP/attributes/LastName", // Simple attribute in Reltio entity
          "value": "LastName" // Salesforce account simple attribute
        },
        {
          "uri": "configuration/entityTypes/HCP/attributes/AddressNested", // Nested Attribute
          "sobject": {
            "type": "vv_adr__Address_vod__c",
            "recordTypeId": "012f4000000JiXTAA0"
          },
          "value": [
            {
              "attributeMapping": [
                {
                  "uri": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/AddressLine1", // Simple attribute in Reltio entity inside nested attribute
                  "value": "Name" // Salesforce custom object simple attribute
                },
                {
                  "uri": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/AddressLine2",// Simple attribute in Reltio entity inside nested attribute
                  "value": "vv_adr__Address_line_2_vod__c" // Salesforce custom object simple attribute
                },
                {
                  "uri": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/City",// Simple attribute in Reltio entity inside nested attribute
                  "value": "vv_adr__City_vod__c" // Salesforce custom object simple attribute
                },
                {
                  "uri": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/StateProvince",// Simple attribute in Reltio entity inside nested attribute
                  "value": "vv_adr__State_vod__c" // Salesforce custom object simple attribute
                },
                {
                  "uri": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/Country",// Simple attribute in Reltio entity inside nested attribute
                  "value": "vv_adr__Country_vod__c" // Salesforce custom object simple attribute
                },
                {
                  "uri": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/Zip", // Nested Attribute inside nested attribute
                  "value": [
                    {
                      "attributeMapping": [
                        {
                          "uri": "configuration/entityTypes/HCP/attributes/AddressNested/attributes/Zip/attributes/PostalCode", // Simple attribute in Reltio entity inside nested attribute
                          "value": "vv_adr__Zip_vod__c" // Salesforce custom object simple attribute
                        }
                      ]
                    }
                  ]
                }
              ]
            }
          ]
        }
      ]
    }
  }
]

Expected Result in Salesforce

Nothing changed by Salesforce Connector to the Salesforce account state:

Expected Result in Reltio Platform

The entity is posted to Reltio with two Salesforce crosswalks (first for the account and second for the custom object related to account):
  • Crosswalk type: Salesforce (specified in mapping)
  • Crosswalk value: Salesforce account ID
  • sourceTable: contains Salesforce object type

All account attribute values are related to the Salesforce Crosswalk with account ID (green values and crosswalk shown in the following image).

All Salesforce custom object attributes are related to the separate Salesforce crosswalk with the custom object ID. (yellow values and crosswalk in the following image).