Example - Synchronize data from Reltio to Salesforce in a batch

Learn how to sync data from Reltio to Salesforce in a batch.

The RIH recipes used to sync data from Reltio to Salesforce use the Reltio export service to get entities or relations, based on a customizable filter. They then use Salesforce connector batch actions (for sObject create/update) to execute multiple recipe jobs to perform the synchronization.

This solution includes a prebuilt recipe trigger to start the ETL / batch synchronization of Organization entities and OrganizationAffiliation relations with 2 orchestrated calls to the main process (PROC) recipes.

To batch sync data from Reltio to Salesforce:

Navigate to SFDC > To SFDC Sync > ETL-Batch > 1-Triggers.
Select the SFDC | TRG | ETL Sync from Reltio to Salesforce - Organization and OrganizationAffiliation recipe.
Edit the recipe.
Select Step 1 and specify the desired schedule.
Select Step 2 and edit the Organization PROC recipe to include a filter for the exported organization entities. This is optional. For more information on filtering entities, see topic Filtering Entities.

Note: Skip this step if you do not want to export entities and upsert from Reltio to Salesforce.
Select Step 3 and edit the OrganizationAffiliation PROC recipe to include a filter for the exported OrganizationAffiliation relations. This is optional. For more information on filtering relations, see topic Relations Filtering.

Note: Skip this step if you do ot want to export relationship and upsert from Reltio to Salesforce.
Start the recipe. During synchronization:
- This recipe calls the main SFDC | PROC | Export From Reltio And Upsert To Salesforce - Organization recipe, which exports entity data from Reltio using SFDC | SYS | Export Reltio Entities - Get URLs.
- For each exported file, the PROC recipe calls the SFDC | PROC | Batch Upsert Process for Salesforce Objects - Account recipe, which creates/updates records in Salesforce in batches of 2000 records. If any of the 2000 records fail to be updated, it triggers a call to the SFDC | FUNC | Error Handler with error details.
- The main recipe waits for all recipe jobs to be completed to evaluate the result of synchronization.

Each main PROC recipe generates an Execution ID that is passed to the remaining sub-recipes, which can be used to debug or as a filter in the recipe jobs table.

The trigger recipe and main PROC recipe jobs are marked successful only if all sub-recipe jobs from Reltio to Salesforce complete without any errors.

Find statistics about processed data in the recipe jobs table. For example, see the Jobs table for the SFDC | PROC | Batch Upsert Process for Salesforce Objects - Account recipe that is used to synchronize organization entities to account objects.

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Example - Synchronize data from Reltio to Salesforce in a batch

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