- Introduction
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Introduction to Reltio Connected Customer Data for Salesforce 0 hr 25 min
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Assessment: Introduction to Reltio Connected Customer Data for Salesforce 0 hr 5 min
- Setup and Configuration
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Salesforce Connector Setup and Configuration 1 hr 0 min
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Assessment: Salesforce Connector Setup and Configuration 0 hr 5 min
- Mapping
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Salesforce Connector Mapping 0 hr 30 min
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Assessment: Salesforce Connector Mapping 0 hr 10 min
- Search Before Create
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Search Before Create 0 hr 15 min
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Assessment: Search Before Create 0 hr 5 min
- Operations
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Salesforce Connector Operations 0 hr 10 min
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Assessment: Salesforce Connector Operations 0 hr 5 min
- Monitoring
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Salesforce Connector Monitoring 0 hr 10 min
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Assessment: Salesforce Connector Monitoring 0 hr 5 min
- Troubleshooting
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Salesforce Connector Troubleshooting 0 hr 15 min
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Assessment: Salesforce Connector Troubleshooting 0 hr 10 min
- Wrap Up
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Survey 0 hr 5 min
Reltio Connected Customer Data for Salesforce
Reltio Salesforce connector extends Reltio core abilities to provide seamless consistency between Salesforce and Reltio
Course Description
Ensuring consistent and accurate customer information in all enterprise applications is critical to delivering a personalized and Connected Customer 360 experience across all touchpoints and fueling the customer experiences of the future.
Reltio unifies and cleanses multi-source, complex data into a single source of trusted information. Reltio provides insight-ready, real-time data that you can act upon with full compliance, security, and confidence.
Reltio Connected Customer Data for Salesforce, also referred to as Salesforce connector, extends Reltio core abilities to provide seamless consistency between Salesforce and Reltio by automatically synching attribute and relationship data to deliver synchronized account profiles. It empowers all Salesforce users to benefit from rich, up-to-date, and actionable Connected Customer 360 profiles at scale.
This course helps you integrate existing Salesforce instances with Reltio to synchronize quality data between Reltio and Salesforce. This course will help you install and configure the Salesforce connector and create the mapping required to manage bidirectional data synchronization between Reltio and Salesforce using the Salesforce connector API.
Course Duration
4 hours
Target Audience
This course is primarily designed for Integration Consultants who need an overall understanding of the Reltio Connected Customer Data for Salesforce.
The target audience for this course include:
- Salesforce Administrators Salesforce Analysts / Developers
- Reltio Integration Consultants
Prerequisites for the Course
A good understanding of Reltio and Salesforce platforms and their key features and functionalities is essential to leverage the benefits offered by Reltio Connected Customer Data for Salesforce. Knowledge of integration architectures and connectors in general would be beneficial.
Course Outline
- Introduction to Reltio Connected Customer Data for Salesforce
- Reltio Connected Customer Data for Salesforce Overview
- Reltio Connected Customer Data for Salesforce Architecture
- SFDC Connector Mapping Patterns
- SFDC Connector Operations
- Salesforce Connector Setup and Configuration
- Setup Salesforce
- Setup Reltio
- Installing the Connector into Salesforce
- Configuring the Connector
- Verify Connector Installation
- Salesforce Connector Mapping
- SFDC Connector Mapping Overview
- Default Mappings
- Mapping Configuration Workflow
- Handling Data Model Differences
- Reltio to Salesforce Mappings
- Salesforce to Reltio Mappings
- Mapping Functions and Features
- Search Before Create
- Search Before Create Overview
- SBC User Interface
- SBC Setup & Configuration
- SBC API
- Salesforce Connector Operations
- Connector State Management
- Connector Tasks
- Salesforce Connector Monitoring
- Connector Log Files From the UI
- Connector Status API
- Connector Log Files
- Reltio and SFDC API Call Logging
- Salesforce Connector Troubleshooting
- Connector Error Codes
- Debugging Connector Mapping
- Connector Validations
- Best Practices
What you will learn
- How to describe the key features and benefits of Reltio Connected Data for Salesforce.
- How to explain the Reltio Connected Customer Data for Salesforce Architecture.
- How to explain the steps to setup and configure Reltio Connected Customer Data for Salesforce.
- How to describe the Reltio Connected Customer Data for Salesforce connector mapping patterns.
- How to explain the steps to implement bidirectional mapping from Reltio to Salesforce and Salesforce to Reltio.
- How to describe the steps to configure and use Search Before Create feature in Salesforce.
- How to explain the steps to manage bidirectional sync between Reltio and Salesforce.
- How to explain the steps to monitor Reltio Connected Data for Salesforce.
- How to describe the basic steps to troubleshoot Reltio Connected Data for Salesforce issues.