Synchronization from Salesforce to Reltio
The synchronisation task provides synchronization of the Salesforce object to a Reltio tenant, without using an external trigger to initiate the synchronization. This task helps you when you add a new Salesforce instance. Use this task to make an initial synchronization of the data to Reltio.
The syncSalesforce is the specific task type that helps you when you want to synchronize records in bulk from Salesforce to Reltio. For example, the task can be used for the initial load of records from Salesforce to Reltio. When you add a new salesforce instance having data, the syncSalesforce task helps you to make an initial synchronization of the data. Also, in cases when some data in Salesforce is not synchronized to Reltio, you can add a new type to the existing mapping and can synchronize all the records of that type to Reltio.
For more information, see Salesforce Connector API.
By default, all the sobject types defined in the mappings are
synchronized. If you want to process only specific types, you must provide
sobjects properties in the body of the request.
The filter criteria, field mappings, transformations, and custom logic defined in the connector mapping configurations are applied during the initial synchronization through the task APIs.
Request
POST {connectorURL}/tasks/{tenant}/{profile}/syncSalesforce[?email=email@address]Parameters
See Table 1: Parameter to find out the list of parameters and their corresponding types.
| Name | Description |
|---|---|
tenant |
The parameter represents the Reltio tenant. |
profile |
The parameter represents the Salesforce profile name. |
email |
The parameter represents the email to send notification for task completion. |
Body |
The parameter represents the JSON object. |
{
"sobjects": [
{
"type": "Contact"
},
{
"type": "Account",
"recordTypeId": "012f4000000YYYYAAG"
},
{
"type": "EMail_vod__c"
},
{
"type": "Account",
"recordTypeId": "012f4000000YFhiAAG"
}
]
}The optional property defines the array of objects representing Salesforce types to
synchronize. The sobjects is optional. Each object must have a type
property specifying a Salesforce object type. A recordTypeId is
sub type in Salesforce and this property can be added to process specific record
types only.
Response
200 Task #{task id} has been created.