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Synchronize Accounts and Contacts

Learn more about the account and contact objects synchronized between Salesforce and Reltio.

PROC | Batch Sync from Salesforce to Reltio - Account/Conatct Object

This is the base recipe for SFDC to Reltio accounts and contacts synchronization.

The Scheduler action searches Salesforce accounts and contacts based on a filter criteria, which results as entries in the basic recipe. This data is received as an array, the maximum size of which is 2000 records. This is the limit set by Workato. Each record contains an account or contact details with attributes. The Workato scheduler in turn searches these records based on the configured time.

After receiving an array of records, these records are transmitted using the Reltio connector for synchronization with the tenant data. The response contains an array of records synchronized. If synchronization is not successful, an error message and its code is generated. This response is sent to the sub-recipe for subsequent processing.