Accelerate the Value of Data

Batch recipes for synchronization from Reltio to Salesforce

Learn more about the batch recipes to sync data from Reltio to Salesforce.

SFDC | PROC | ETL Sync from Reltio to Salesforce - Organization And OrganizationAffiliation

The main recipe triggers the Scheduler to export entities and relationships. It also calls sub-recipes to process the synchronization from Reltio to Salesforce. This recipes accepts the following inputs as parameters:

  • Export filter condition to export entities from the Reltio platform

  • Export filter condition to export relationships from the Reltio platform

This recipe waits for the successful execution of the sub-recipe.

SFDC | PROC | Export From Reltio And Upsert To Salesforce - Organization

This main recipe exports entities as below:

  • Entity groups with Salesforce crosswalk and updated by not equals to Reltio service account

  • Entity groups without Salesforce crosswalk and updated by not equals to Reltio service account

This recipe creates/updates Salesforce account objects in batch. The maximum size of the batch is 2000 records (a Workato limit). If the exported entities count exceed 2000, then the recipe creates multiple batches of 2000 records and submit to the Salesforce batch execution. After successfully creating account objects, the recipe adds the Salesforce crosswalk to the respective Reltio entity.

SFDC | PROC | Export From Reltio And Upsert To Salesforce - OrganizationAffiliation

This is the main recipe to export relationships that have Salesforce crosswalks. This recipe updates the Salesforce account object's Parent id with the relationships start object's Salesforce crosswalk value.

The relationship's Salesforce crosswalk value is considered as the Salesforce account object id. The relationship's start object's Salesforce crosswalk value is considered as the Parent id of above Account object id. This recipe waits for the sub-recipe execution to complete.

SFDC | SYS | Update Parent Id Of Salesforce Account In Batch - OrganizationAffiliation

This sub-recipe updates the Salesforce account object's Parent id with the relationships start object's Salesforce crosswalk value.

SFDC | SYS | Upsert Salesforce Account In Batch - Organization

This sub-recipe upserts Salesforce account object in batch. The maximum size of the batch is 2000 records (Workato Limit).

SFDC | SYS | Export Reltio Relationships and Get Files Payload

This recipe exports relationships that has Salesforce crosswalk from Reltio, and extracts the files to get the file payload.

SFDC | SYS | Export Reltio Entities and Get Files Payload

This recipe exports the entity from Reltio, and extracts the files to get the file payload.