Learn about the recipes used in the Search before create functionality.

The Search before create (SBC) feature searches for records in Salesforce, to determine if already present, thus avoiding duplication. We use a set of recipes to implement this feature, which searches for account and contact records before importing them into the system.

Use these recipes for the Search before create feature:

• Trigger recipes - The API trigger recipes expose the logic for the search and import features, managing the return of the HTTP codes.

  • SFDC | API | SBC - Search Account

  • SFDC | API | SBC - Import Account

  • SFDC | API | SBC - Search Contact

  • SFDC | API | SBC - Import Contact

• Process recipes - The Process recipes handle the orchestration and business logic required to deal with the search and import features. When importing, the To SFDC Sync/RT Event-Driven PROC recipes are called.

  • SFDC | PROC | SBC - Search Process for Account - Reltio and Salesforce

  • SFDC | PROC | SBC - Import Process for Account - Reltio

  • SFDC | PROC | SBC - Search Process for Contact - Reltio and Salesforce

  • SFDC | PROC | SBC - Import Process for Contact - Reltio

• SFDC-SBC - The API collection create the API endpoints.

  • SBC-Account-Import

  • SBC-Account-Import

  • SBC-Contact-Search

  • SBC-Contact-Import