Batch synchronization from Salesforce to Reltio
Learn about the batch sync from Salesforce to Reltio
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 in one job. We recommend this mode for initial migrations or high-volume data updates in a short period.
Synchronization of account details occurs in the basic recipe through the Reltio connector. Only Salesforce Accounts are used for synchronization. If at least one record (Account) is not synchronized, the recipe will be considered as failed.
Synchronization of Relationships between Organizations is done through a separate basic recipe. This recipe receives all accounts with Relationships from Salesforce and creates new Relationships between organizations.
Logging
Logging is carried out by the standard Workato tool - Logger by Workato. The Workato logging service is an additional feature. This includes accessing the logs page and logger using Workato. Check with your Workato CSM to make sure you have this feature enabled for your workspace.
Failed events and event handler
If the Reltio connector cannot synchronize data, i.e. if at least one record is executed unsuccessfully, the recipe selects the failed records and sends them to the SFDC to Reltio - Error Handler sub recipe for further processing of these records.
The SFDC to Reltio - Error Handler
sub recipe accepts two arguments: an email address and an array of failed records. When calling this recipe, it translates the received records into JSON format and sends them to the specified email. The message body contains the number of failed records, as well as the error of the first record and the last one. The attachment contains the JSON itself with an array of failed records and an error message for each record.
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.