Batch synchronization from Reltio to Salesforce
Learn about the batch sync from Reltio to Salesforce.
Use batch synchronization to extract, transform, and load data from one application to another using recipes with batch triggers. It follows a multiple transaction approach, handling a batch of entities for one job. We recommend this mode for initial migrations or high-volume data updates in a short period.
The basic recipe calls the export entity from reltio sub recipe to export entities as below.
Entities with Salesforce crosswalk to update the SFDC account object
Entities without salesforce crosswalk to create new SFDC account object
The basic recipe also calls export relationship from reltio sub recipe to export relationships with Salesforce crosswalk. The process also synchronizes with Salesforce in batch.
If the recipe is unsuccessful, the Error Handler recipe is executed.
Error handler
The error handling is reduced to sending failed records in a JSON format to a specified mail. You can also implement your own error handling method. For example, a queue of sending failed records and subsequent processing or configure downloading failed records to an FTP server for processing.
Connections
You must ensure the following connections are available for the recipes to work:
Connection to your Salesforce account, from where the base recipe receives events.
Connecting to your Reltio tenant, which the synchronization recipe uses to synchronize data.