Enable real-time synchronization

Learn how to enable real-time synchronization..

Ensure all prerequisites for installing RIH recipes are taken care of. For more information, see topic Prerequisites for installing Reltio Integration for Salesforce (with RIH). Install the RIH package and configure connections and environment properties. For more information, see topic Install and configure RIH recipes.

To enable real-time synchronization in Salesforce, you must setup real-time triggers and then start the recipes. Real-time triggers in Salesforce are based on the Flows feature. It is necessary to perform the below configuration for each of the objects/entities (e.g.: Account and Contact) considered in the synchronization from SFDC to Reltio. This is only applicable to create/update events. Delete events follow a normal polling mechanism, which is a 5 min polling interval.

To enable real-time synchronization:

Configure a new outbound message in Salesforce:
1. Ensure the SFDC | CON | Connection to Salesforce connection is connected.
2. Go to SFDC | TRG | Real Time Sync from Salesforce to Reltio - Contact Upsert recipe and edit it.
3. Select the trigger on step one and copy the Endpoint URL.
4. Login to Salesforce organization using your salesforce service account credentials.
5. Select Setup > Process Automation > Workflow Actions > Outbound Messages to create a new Outbound Message. Alternatively search for Outbound Messages in the sidebar in Salesforce Setup.
6. Select New Outbound Message.
7. Select the object for which you wish to receive information.
8. Configure the Outbound Message giving it a unique name and enter the Webhook URL endpoint (from RIH).
  
  Note: For New and New/Updated Object trigger in RIH, the fields obtained are based on the setup in RIH and not the fields configured in the corresponding Outbound Message. For the New Outbound Message trigger in RIH, the fields are be based on the configuration done during setup in Salesforce
New/Updated object (Real-time) trigger using Salesforce Flow:
1. Log into your Salesforce organization
2. Select Setup > Process Automation > Flows .
3. Select New Flow to create a new Salesforce flow.
4. In the setup wizard, select Record-Triggered Flow.
5. Select Next.
6. Select the same Salesforce object you have selected in the recipe. Contact in our case.
7. In the Configure Trigger field, select A record is created or updated.
8. In the Optimize the Flow for section, select Actions and Related Records.
9. In the Flow Builder view click on the + icon and select Action
10. In the Action setup view, select the Outbound Message option.
11. Select the Outbound Message that you have configured earlier (in this case New/Updated Contact Outbound Message).
12. Save the newly created flow, and in the Save the flow dialog box, enter the Flow Label and Flow API Name.
13. Activate the flow in Flow Builder.
14. Return to RIH and start the recipe. To test that the recipe is working, create updated an existing Contact. Check that the recipe picks up the trigger event immediately to verify that the Salesforce flow is working.

Make sure all connections are active and start the following recipe groups - Common Functions To Reltio Sync/RT Event-Driven To SFDC Sync/RT Event-Driven. Choose between AWS SNS triggers (default) and AWS SQS (alternative) and enable only the corresponding recipes.

In case of using AWS SNS triggers, evaluate if you need to deal with large entities. If not, the SFDC | TRG | Real Time Sync from Reltio to Salesforce: Large Objects (Account and Contact) recipe should not be activated.

You've found your way to a temporary environment. Content is not complete or final. Looking for Reltio documentation? Go to docs.reltio.com.

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