PROC | Batch Sync from Salesforce to Reltio - OrganizationIndividual Relationship

The main trigger for getting entries in the basic recipe is - "Scheduled records search using SOQL query in Salesforce". In this recipe, the trigger gets all Records with Account Id on the Salesforce side. To create the Relationship, we need:

The main trigger for getting entries in this basic recipe is the Scheduled records search using SOQL query in Salesforce. In this record, the trigger retrieves all records with Account ID from Salesforce. To create a relationship, we require the following details of the child and parent accounts:

• ID

• Account ID

• Date of creation

• Date of modification

• Created by ID

• Last Modified by ID

These details are transferred to the recipe.

We use SOQL expressions to retrieve these fields. The maximum size of the array is 2000 records, which is a limit set by Workato. We can configure how often we want to execute the trigger in the settings. By default, it runs only once when the recipe starts and again when the recipe is started again.