Reltio

https://docs.reltio.com/en
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### Reltio System Administration Quick Start Guide

Source: https://docs.reltio.com/en/objectives/administer-system/system-administration-at-a-glance/system-administration-operation/quick-start-guide/configuration-best-practices

This section outlines the essential steps and considerations for getting started with Reltio system administration. It covers various aspects from application client setup to data management best practices.

```APIDOC
Reltio System Administration Quick Start Guide:

- Application Clients:
  - Description: Information on setting up and managing application clients within the Reltio platform.
  - Related: Tenant data configuration, Configuring the Hub

- Recommended Browsers:
  - Description: Specifies the recommended web browsers for optimal Reltio user experience.

- Tenant Data Configuration:
  - Description: Details on how to configure tenant-specific data settings.
  - Related: Application Clients, Configuring the Hub

- Configuring the Hub:
  - Description: Guidance on configuring the core Reltio Hub settings.
  - Related: Application Clients, Tenant Data Configuration

- Configuration Validation:
  - Description: Procedures for validating system configurations.
  - Related: Configuration Best Practices

- Configuration Best Practices:
  - Description: Recommendations for optimal system configuration.
  - Related: Configuration Validation

- Data Cleansing and Standardization:
  - Description: Strategies and tools for cleansing and standardizing data within Reltio.
  - Related: Data Masking

- Data Masking:
  - Description: Information on implementing data masking for sensitive information.
  - Related: Data Cleansing and Standardization
```

--------------------------------

### Salesforce Installation Steps

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce

Steps to install the Reltio Integration for Salesforce managed package from the Salesforce AppExchange.

```Salesforce
1. Navigate to the Reltio Integration for Salesforce [with this link](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000G0qrUUAR).
2. Select Get it Now.
3. Select the Org in which you want to install.
4. Install the Reltio Integration for Salesforce.
5. Select Confirm and Install.
6. Select Install with Admins Only.
```

--------------------------------

### Reltio System Administration - Quick Start Guide Topics

Source: https://docs.reltio.com/en/objectives/administer-system/system-administration-at-a-glance/system-administration-operation/quick-start-guide/configuration-validation

This section outlines the key topics covered in the Reltio Quick Start Guide for system administration. It serves as an overview of the essential configuration and operational aspects for new users.

```APIDOC
Reltio Quick Start Guide:

Overview:
  Provides essential information for getting started with Reltio system administration.

Key Topics:
  - Application Clients: Information on setting up and managing application clients.
  - Recommended Browsers: Details on supported and recommended web browsers for accessing Reltio.
  - Tenant Data Configuration: Guidance on configuring tenant-specific data settings.
  - Configuring the Hub: Steps and considerations for setting up the Reltio Hub.
  - Configuration Validation: Procedures for validating system configurations.
  - Configuration Best Practices: Recommendations for optimal system setup and management.
  - Data Cleansing and Standardization: Strategies and tools for cleaning and standardizing data.
  - Data Masking: Information on implementing data masking for sensitive information.
```

--------------------------------

### Reltio Salesforce Integration Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce

Steps to set up the Reltio Integration for Salesforce, including entering Reltio and Salesforce credentials, verifying connections, and configuring mappings and triggers.

```en
1. Open app launcher.
2. Select Reltio Integration for Salesforce.
3. Enter Reltio Data Cloud credentials (Client ID, Client Secret, Tenant ID, Tenant environment).
4. Select Verify to check Reltio credentials.
5. Select Next.
6. Enter Salesforce Service User credentials.
7. Select Verify to check Salesforce credentials.
8. Select Next.
9. Select Default Mapping to view object mappings.
10. Select Sync Config to synchronize settings.
11. Select Finish to complete setup.
12. Navigate to Trigger Settings in Reltio Control Panel.
13. Select Generate Triggers.
14. Select Create triggers manually, referencing provided source code for Account and Contact triggers.
```

--------------------------------

### Reltio Integration for Salesforce Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-reltio-integration-for-salesforce/merge-in-reltio-without-using-salesforce-merge-service

Guides users through the setup process for the Reltio Integration for Salesforce, covering features, system requirements, terminology, and getting started.

```en
https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up
```

--------------------------------

### Reltio Integration for Salesforce (RIH) Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih

Guides users through the setup process for the Reltio Integration for Salesforce, including prerequisites, recipe installation, and configuration for real-time synchronization.

```APIDOC
Reltio Integration for Salesforce (RIH) Setup:

Prerequisites for installing Reltio Integration for Salesforce (with RIH):
  - Description: Details the necessary requirements before installing the Salesforce integration.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih/prerequisites-for-installing-reltio-integration-for-salesforce-with-rih

Install and configure RIH recipes:
  - Description: Instructions on how to install and configure the RIH recipes for Salesforce integration.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih/install-and-configure-rih-recipes

Enable real-time synchronization:
  - Description: Configuration steps to enable real-time data synchronization between Reltio and Salesforce.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih/enable-real-time-synchronization

RIH recipes for Salesforce Integration:
  - Description: Overview of the available RIH recipes specifically designed for Salesforce integration.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/rih-recipes-for-salesforce-integration
```

--------------------------------

### Reltio Integration for Salesforce Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping/salesforce-data-model/business-accounts

Provides guidance on setting up the Reltio Integration for Salesforce, including system requirements, terminology, and getting started procedures.

```APIDOC
Reltio Integration for Salesforce Setup:
  System Requirements:
    - Details the necessary system configurations and prerequisites for the integration.
  Reltio Integration for Salesforce Terminology:
    - Explains key terms and concepts used within the integration.
  Getting Started:
    - Step-by-step guide to initiate and configure the integration.
```

--------------------------------

### Reltio Integration for Salesforce Setup Guide

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/reltio-integration-for-salesforce-troubleshooting

A comprehensive guide to setting up the Reltio Integration for Salesforce. This includes initial configuration, user setup, and enabling core functionalities.

```APIDOC
Reltio Integration for Salesforce Setup:
  - Overview: A step-by-step guide to configure and deploy the Reltio Integration for Salesforce.
  - Key Steps:
    - Using Search Before Create (SBC)
    - Creating a service user profile for managed packages
    - Granting permissions to the service user profile
  - Related Integrations: Data Catalog integrations, Data Enrichment Integrations, Data Pipelines, iPaaS Connectors, Zero Copy Integrations.
```

--------------------------------

### Getting Started with Reltio Integration for Salesforce

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-reltio-integration-for-salesforce/merge-in-reltio-without-using-salesforce-merge-service

A guide to help users begin using the Reltio Integration for Salesforce, covering initial steps and basic configurations.

```en
https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce
```

--------------------------------

### Reltio Integration for Salesforce Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping/salesforce-data-model/person-accounts

Provides guidance on setting up the Reltio Integration for Salesforce, including system requirements, terminology, and getting started procedures.

```APIDOC
Reltio Integration for Salesforce Setup:
  System Requirements:
    - Details the necessary system configurations and prerequisites for the integration.
  Reltio Integration for Salesforce Terminology:
    - Explains key terms and concepts used within the integration.
  Getting Started:
    - Step-by-step guide to initiate and configure the integration.
```

--------------------------------

### Reltio Integration for Salesforce Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping/salesforce-data-model

Provides guidance on setting up the Reltio Integration for Salesforce, including system requirements, terminology, and getting started procedures.

```APIDOC
Reltio Integration for Salesforce Setup:
  System Requirements:
    - Details the necessary system configurations and prerequisites for the integration.
  Reltio Integration for Salesforce Terminology:
    - Explains key terms and concepts used within the integration.
  Getting Started:
    - Step-by-step guide to initiate and configure the integration.
```

--------------------------------

### Reltio Integration for Salesforce Setup Guide

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/connect-salesforce-to-your-reltio-tenant

Provides comprehensive guidance on setting up the Reltio Integration for Salesforce. This includes installation, connecting Salesforce to Reltio, configuring authentication methods (certificate-based and client credentials), and setting up features like Search Before Create (SBC).

```APIDOC
Install Reltio Integration for Salesforce:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce

Set up Reltio Integration for Salesforce:
  - Connect Salesforce to Reltio Tenant:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/connect-salesforce-to-your-reltio-tenant
  - Configure Certificate-Based Authentication:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/configure-reltio-integration-for-salesforce-to-use-certificate-based-authentication
  - Migrate to Client Credentials Authentication:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/migrate-reltio-integration-for-salesforce-to-client-credentials-authentication
  - Set up Search Before Create (SBC):
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/set-up-search-before-create-sbc

Object and Field Mapping:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping

Salesforce Mapping Use Cases:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/salesforce-mapping-use-cases

Reltio Integration for Salesforce Troubleshooting:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/reltio-integration-for-salesforce-troubleshooting

Using Reltio Integration for Salesforce:
  - Using Search Before Create (SBC):
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-search-before-create-sbc
  - Create Service User Profile for Managed Packages:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/create-a-service-user-profile-for-managed-packages
  - Grant Permissions to Service User Profile:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/grant-permissions-to-the-service-user-profile
```

--------------------------------

### Getting Started with Reltio Integration for Salesforce

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-reltio-integration-for-salesforce/merge-and-unmerge-records

A guide to help users begin using the Reltio Integration for Salesforce, covering initial steps and basic configurations.

```en
https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce
```

--------------------------------

### Reltio Integration for Salesforce Setup Guide

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce

Provides comprehensive guidance on setting up the Reltio Integration for Salesforce. This includes installation, connecting Salesforce to Reltio, configuring authentication methods (certificate-based and client credentials), and setting up features like Search Before Create (SBC).

```APIDOC
Install Reltio Integration for Salesforce:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce

Set up Reltio Integration for Salesforce:
  - Connect Salesforce to Reltio Tenant:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/connect-salesforce-to-your-reltio-tenant
  - Configure Certificate-Based Authentication:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/configure-reltio-integration-for-salesforce-to-use-certificate-based-authentication
  - Migrate to Client Credentials Authentication:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/migrate-reltio-integration-for-salesforce-to-client-credentials-authentication
  - Set up Search Before Create (SBC):
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/set-up-search-before-create-sbc

Object and Field Mapping:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping

Salesforce Mapping Use Cases:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/salesforce-mapping-use-cases

Reltio Integration for Salesforce Troubleshooting:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/reltio-integration-for-salesforce-troubleshooting

Using Reltio Integration for Salesforce:
  - Using Search Before Create (SBC):
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-search-before-create-sbc
  - Create Service User Profile for Managed Packages:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/create-a-service-user-profile-for-managed-packages
  - Grant Permissions to Service User Profile:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/grant-permissions-to-the-service-user-profile
```

--------------------------------

### Reltio Integration for Salesforce Setup Guides

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping/reltio-integration-for-salesforce-custom-logic/salesforce-to-reltio

Provides links to various setup and configuration guides for the Reltio Integration for Salesforce, including custom logic, mapping, and troubleshooting.

```APIDOC
APIDOC:
  - Title: Set up custom logic
    URL: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping/reltio-integration-for-salesforce-custom-logic/set-up-custom-logic
    Description: Guides on implementing custom logic for data integration.

  - Title: Salesforce Mapping Use Cases
    URL: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/salesforce-mapping-use-cases
    Description: Examples and scenarios for mapping data between Reltio and Salesforce.

  - Title: Reltio Integration for Salesforce Troubleshooting
    URL: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/reltio-integration-for-salesforce-troubleshooting
    Description: Common issues and solutions for the Reltio Salesforce integration.

  - Title: Using Reltio Integration for Salesforce
    URL: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-reltio-integration-for-salesforce
    Description: General guidance on utilizing the Reltio Salesforce integration.

  - Title: Using Search Before Create (SBC)
    URL: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-search-before-create-sbc
    Description: Information on the Search Before Create functionality.

  - Title: Create a service user profile for managed packages
    URL: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/create-a-service-user-profile-for-managed-packages
    Description: Steps to create a service user profile for managed packages.

  - Title: Grant permissions to the service user profile
    URL: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/grant-permissions-to-the-service-user-profile
    Description: Instructions for granting necessary permissions to the service user profile.
```

--------------------------------

### Reltio Connector for SnapLogic Setup Guide

Source: https://docs.reltio.com/en/applications/data-integrations/ipaas-connectors-at-a-glance/reltio-connector-for-snaplogic-at-a-glance/reltio-connector-for-snaplogic-set-up/reltio-read-object

Provides an overview of setting up the Reltio Connector for SnapLogic, including navigation to specific setup guides and typical Snap configurations for reading data.

```APIDOC
Reltio Connector for SnapLogic Setup:
  - Overview: Guides users through the setup process for integrating Reltio with SnapLogic.
  - Navigation:
    - Previous: /applications/data-integrations/ipaas-connectors-at-a-glance/reltio-connector-for-snaplogic-at-a-glance/reltio-connector-for-snaplogic-set-up/reltio-read-crosswalk/typical-snap-configurations
    - Next: /applications/data-integrations/ipaas-connectors-at-a-glance/reltio-connector-for-snaplogic-at-a-glance/reltio-connector-for-snaplogic-set-up/reltio-read-object/basic-use-case
  - Related Topics:
    - Reltio Connector for SnapLogic at a glance
    - Reltio Connector for SnapLogic set up
    - Reltio read crosswalk typical Snap configurations
    - Reltio read object basic use case
```

--------------------------------

### Reltio Integration for Salesforce Setup Guide

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/configure-reltio-integration-for-salesforce-to-use-certificate-based-authentication

Provides comprehensive guidance on setting up the Reltio Integration for Salesforce. This includes installation, connecting Salesforce to Reltio, configuring authentication methods (certificate-based and client credentials), and setting up features like Search Before Create (SBC).

```APIDOC
Install Reltio Integration for Salesforce:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce

Set up Reltio Integration for Salesforce:
  - Connect Salesforce to Reltio Tenant:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/connect-salesforce-to-your-reltio-tenant
  - Configure Certificate-Based Authentication:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/configure-reltio-integration-for-salesforce-to-use-certificate-based-authentication
  - Migrate to Client Credentials Authentication:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/migrate-reltio-integration-for-salesforce-to-client-credentials-authentication
  - Set up Search Before Create (SBC):
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/set-up-search-before-create-sbc

Object and Field Mapping:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping

Salesforce Mapping Use Cases:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/salesforce-mapping-use-cases

Reltio Integration for Salesforce Troubleshooting:
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/reltio-integration-for-salesforce-troubleshooting

Using Reltio Integration for Salesforce:
  - Using Search Before Create (SBC):
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-search-before-create-sbc
  - Create Service User Profile for Managed Packages:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/create-a-service-user-profile-for-managed-packages
  - Grant Permissions to Service User Profile:
    - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/grant-permissions-to-the-service-user-profile
```

--------------------------------

### Reltio Integration for Salesforce Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-reltio-integration-for-salesforce/merge-and-unmerge-records

Guides users through the setup process for the Reltio Integration for Salesforce, covering features, system requirements, terminology, and getting started.

```en
https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up
```

--------------------------------

### Set up Reltio Integration for Salesforce

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/reltio-integration-for-salesforce-architecture

Guidance on the initial setup process for the Reltio Integration for Salesforce.

```markdown
* [Set up Reltio Integration for Salesforce](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce)
```

--------------------------------

### Reltio Integration for Salesforce Setup Steps

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/reltio-integration-for-salesforce-prerequisites

This section outlines the key steps for setting up the Reltio Integration for Salesforce, including installation, creating a service user, and granting permissions.

```markdown
- Install the Reltio Integration for Salesforce
- Set up Reltio Integration for Salesforce
- Object and field mapping
- Salesforce Mapping Use Cases
- Reltio Integration for Salesforce Troubleshooting
- Using Reltio Integration for Salesforce
  - Using Search Before Create (SBC)
  - Create a service user profile for managed packages
  - Grant permissions to the service user profile
```

--------------------------------

### Reltio Integration for Salesforce Setup Steps

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/merging-salesforce-data-in-reltio

This section outlines the key steps involved in setting up the Reltio Integration for Salesforce, from initial installation to granting necessary permissions.

```en
1. Install the Reltio Integration for Salesforce.
2. Set up Reltio Integration for Salesforce.
3. Configure Object and field mapping.
4. Implement Salesforce Mapping Use Cases.
5. Troubleshoot Reltio Integration for Salesforce issues.
6. Utilize Reltio Integration for Salesforce features like Search Before Create (SBC).
7. Create a service user profile for managed packages.
8. Grant permissions to the service user profile.
```

--------------------------------

### Reltio Integration for Salesforce (RIH) Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih/enable-real-time-synchronization

Guides users through the setup process for the Reltio Integration for Salesforce, including prerequisites, recipe installation, and configuration for real-time synchronization.

```APIDOC
Reltio Integration for Salesforce (RIH) Setup:

Prerequisites for installing Reltio Integration for Salesforce (with RIH):
  - Description: Details the necessary requirements before installing the Salesforce integration.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih/prerequisites-for-installing-reltio-integration-for-salesforce-with-rih

Install and configure RIH recipes:
  - Description: Instructions on how to install and configure the RIH recipes for Salesforce integration.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih/install-and-configure-rih-recipes

Enable real-time synchronization:
  - Description: Configuration steps to enable real-time data synchronization between Reltio and Salesforce.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih/enable-real-time-synchronization

RIH recipes for Salesforce Integration:
  - Description: Overview of the available RIH recipes specifically designed for Salesforce integration.
  - Link: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/rih-recipes-for-salesforce-integration
```

--------------------------------

### Reltio Integration Hub Setup

Source: https://docs.reltio.com/en/applications/integration-hub/integration-hub-at-a-glance/integration-hub-operation

Guides users through the setup process for the Reltio Integration Hub. This section covers the necessary configurations and steps to get the Integration Hub operational.

```APIDOC
Integration Hub Setup:
  - Initial configuration steps for the Integration Hub.
  - Setting up data sources and targets.
  - Configuring integration parameters.
  - Related to: 'Integration Hub operation', 'Integration Hub navigation'.
```

--------------------------------

### Reltio Learn and Certification Resources

Source: https://docs.reltio.com/en/reltio/whats-in-the-box/whats-in-the-box-at-a-glance/technical-assistance-at-a-glance/technical-assistance-operations/develop-skills-in-learn--partner-portal

Develop your Reltio skills through the Reltio Learn portal, which offers getting started guides and certification programs.

```APIDOC
APIDOC:
  Learn Portal:
    Description: Access learning resources to get started with Reltio.
    Resources:
      - Getting Started Guides: Tutorials and documentation for new users.
      - Reltio Certifications: Programs to validate your Reltio expertise.
    Access: Reltio Learn Portal
```

--------------------------------

### Reltio Integration for Salesforce Setup Overview

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/reltio-integration-for-salesforce-troubleshooting/how-to-refresh-a-sandbox

Provides an overview of the setup process for the Reltio Integration for Salesforce, including key steps and considerations.

```APIDOC
ReltioSalesforceIntegrationSetup:
  Description: "Overview of the setup process for integrating Reltio with Salesforce."
  Key Areas:
    - "Using Reltio Integration for Salesforce"
    - "Using Search Before Create (SBC)"
    - "Creating a Service User Profile"
    - "Granting Permissions to Service User"
  Resources:
    - "https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up"
```

--------------------------------

### Reltio System Administration Quick Start

Source: https://docs.reltio.com/en/objectives/administer-system/system-administration-at-a-glance/system-administration-operation/quick-start-guide

Provides essential steps and information for quickly setting up and configuring a Reltio environment. Covers application clients, recommended browsers, tenant data configuration, hub configuration, validation, best practices, data cleansing, standardization, and data masking.

```APIDOC
Reltio System Administration Quick Start Guide:

Overview:
This guide provides essential steps and information for quickly setting up and configuring a Reltio environment. It covers critical aspects of system administration to ensure a smooth and efficient deployment.

Key Sections:

1.  **Application Clients**:
    - Description: Information on how to register and manage application clients for accessing Reltio APIs and services.
    - Details: Includes client ID, client secret, redirect URIs, and scopes.

2.  **Recommended Browsers**:
    - Description: Lists the officially supported and recommended web browsers for accessing the Reltio UI.
    - Details: Specifies browser versions and any known compatibility issues.

3.  **Tenant Data Configuration**:
    - Description: Steps for configuring the data model, including entities, attributes, relationships, and their properties within a Reltio tenant.
    - Details: Covers data type definitions, constraints, and metadata management.

4.  **Configuring the Hub**:
    - Description: Guidance on setting up and configuring the core Reltio Hub, including network settings, security configurations, and integration points.
    - Details: Covers environment-specific settings and cluster configurations.

5.  **Configuration Validation**:
    - Description: Procedures for validating the Reltio configuration to ensure all components are set up correctly and functioning as expected.
    - Details: Includes checks for data model integrity, security policies, and integration endpoints.

6.  **Configuration Best Practices**:
    - Description: Recommendations and guidelines for optimal Reltio configuration to ensure performance, scalability, and maintainability.
    - Details: Covers naming conventions, security hardening, and performance tuning tips.

7.  **Data Cleansing and Standardization**:
    - Description: Strategies and tools within Reltio for cleansing and standardizing data to improve data quality and consistency.
    - Details: Includes rules for formatting, validation, and enrichment.

8.  **Data Masking**:
    - Description: Information on implementing data masking techniques to protect sensitive data while allowing access for specific use cases.
    - Details: Covers masking rules, roles, and permissions for sensitive attributes.
```

--------------------------------

### Reltio Integration for Salesforce Setup

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce/set-up-search-before-create-sbc

This section details the initial setup and configuration of the Reltio Integration for Salesforce. It covers installation, connecting Salesforce to Reltio, and different authentication methods.

```APIDOC
Install Reltio Integration for Salesforce:
  - Follow the installation guide to integrate Reltio with your Salesforce instance.

Connect Salesforce to Reltio Tenant:
  - Establish a connection between your Salesforce org and your Reltio tenant.

Configure Authentication:
  - Certificate-based authentication: Set up secure authentication using certificates.
  - Client credentials authentication: Migrate to or configure authentication using client credentials.
```

--------------------------------

### Troubleshooting Remote Site Settings

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce

Information on potential errors related to Remote Site Settings during the Salesforce and Reltio integration setup.

```en
Error: Missing or incorrect configuration in Remote Site Setting.

For more information, see [Remote Site Settings](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce#sfdcinstalling__configremotesession).
```

--------------------------------

### Reltio REST APIs Overview

Source: https://docs.reltio.com/en/developer-resources/about-developer-resources/developer-resources-at-a-glance/reltio-rest-apis-at-a-glance

Provides an introduction to Reltio's REST APIs, including getting started guides and information on data retrieval consistency.

```APIDOC
Reltio REST APIs:

Overview:
  - Get started with Reltio REST APIs
  - Consistency of data retrieval in Reltio APIs

Related Topics:
  - Integrate data with Reltio APIs
  - Customize data tasks with LCAs
  - Reltio Lightspeed Data Delivery Network at a glance
  - Reltio Open Collaboration System (ROCS) utilities
```

--------------------------------

### Install Reltio Integration for Salesforce

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/reltio-integration-for-salesforce-architecture

Instructions on how to install the Reltio Integration for Salesforce application.

```markdown
* [Install the Reltio Integration for Salesforce](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce)
```

--------------------------------

### Anypoint Studio Installation Steps

Source: https://docs.reltio.com/en/applications/data-integrations/ipaas-connectors-at-a-glance/reltio-connector-for-mulesoft-at-a-glance/reltio-connector-for-mulesoft-set-up/install-reltio-connector-for-mulesoft

Steps to download, extract, and install Anypoint Studio on your system. This includes selecting a workspace and placing the Reltio license file.

```text
1. Download [Anypoint Studio](https://www.mulesoft.com/platform/studio).
2. Extract the Windows installation file into the Application folder.
3. Open the extracted files and install Anypoint Studio in your Applications folder.
4. Select a Workspace if a workspace hasn’t been selected previously from earlier usage.
5. Select Browse.
6. Select a Workspacefolder.
7. Select the Workspace.
8. Select OK.
9. Place the license file under src/main/resources in the Mule application, if the Mule application is developed in the Studio.
Or 
Place the file under app/classes, if the application has already been unpacked and deployed on the Mule server.
```

--------------------------------

### Reltio Integration for Salesforce Setup Steps

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/synchronization-retry-mechanism

This section outlines the key steps for setting up the Reltio Integration for Salesforce, including installation, creating service user profiles, and granting necessary permissions.

```markdown
* [Install the Reltio Integration for Salesforce](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/install-the-reltio-integration-for-salesforce)
* [Set up Reltio Integration for Salesforce](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/getting-started-with-reltio-integration-for-salesforce/set-up-reltio-integration-for-salesforce)
* [Object and field mapping](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/object-and-field-mapping)
* [Salesforce Mapping Use Cases](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/salesforce-mapping-use-cases)
* [Reltio Integration for Salesforce Troubleshooting](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/reltio-integration-for-salesforce-troubleshooting)
* [Using Reltio Integration for Salesforce](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-reltio-integration-for-salesforce)
  * [Using Search Before Create (SBC)](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/using-search-before-create-sbc)
  * [Create a service user profile for managed packages](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/create-a-service-user-profile-for-managed-packages)
  * [Grant permissions to the service user profile](https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-at-a-glance/reltio-integration-for-salesforce-set-up/grant-permissions-to-the-service-user-profile)
```

--------------------------------

### Reltio Integration for Salesforce (with RIH) Setup Guide

Source: https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/search-before-create-sbc/recipes-for-search-before-create/import-process-for-account-and-contact-information

This section details the setup process for the Reltio Integration for Salesforce, including prebuilt integration information, synchronization modes, design considerations, and consumption definitions.

```APIDOC
ReltioIntegrationForSalesforce:
  description: "Integration between Reltio and Salesforce using Reltio Integration Hub (RIH)."
  setup_guide:
    prebuilt_integration: "https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/prebuilt-integration-for-salesforce-with-rih"
    synchronization_modes: "https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/synchronization-modes"
    design_considerations: "https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/design-considerations"
    consumption_definitions: "https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/consumption-definitions"
  get_started: "https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/get-started-with-reltio-integration-for-salesforce-with-rih"
  rih_recipes: "https://docs.reltio.com/en/applications/data-integrations/application-integrations-at-a-glance/reltio-integration-for-salesforce-with-rih-at-a-glance/reltio-integration-for-salesforce-with-rih-set-up/rih-recipes-for-salesforce-integration"
```
Tokens:
Raw