Real-time synchronization from Reltio to Salesforce
Learn about the recipes that synchronize data in real-time from Reltio to Salesforce.
During integration, real-time synchronization follows a single transition approach, meaning one event, one recipe job. These recipes use Amazon SNS real-time triggers to start the process. This trigger is based on webhooks, which enable real-time response for the integration to take place after the data is changed in the Reltio platform. To achieve this, ensure recipes are always enabled, so RIH does not miss any events.
The main trigger of the basic recipes is Amazon SNS. SNS triggers the recipe as soon as a message is published to the selected external SNS queue in the Reltio tenant. These recipes receive different types of Reltio entity event messages, processing them to create, update, delete, and merge Salesforce Account objects.
Use the following recipes to sync data from Reltio to Salesforce in real-time:
Trigger recipes - these simple recipes for each event/object use the AWS SNS connector trigger that initiates the PROC recipes.
SFDC | TRG | Real Time Sync from Reltio to Salesforce - Organization
SFDC | TRG | Real Time Sync from Reltio to Salesforce - Individual
SFDC | TRG | Real Time Sync from Reltio to Salesforce - OrganizationIndividual Relation
SFDC | TRG | Real Time Sync from Reltio to Salesforce - OrganizationAffiliation Relation
SFDC | TRG | SQS Queue Sync from Reltio to Salesforce
Process recipes - these recipes handle the orchestration and business logic required to deal with each event or object, in turn calling other PROC or SYS recipes
SFDC | PROC | Upsert Process for Salesforce Object and Callback to Reltio - Account
SFDC | PROC | Upsert Process for Salesforce Object and Callback to Reltio - Contact
SFDC | PROC | Upsert Process for Salesforce Objects - OrganizationIndividual Relation
SFDC | PROC | Merge Process for Salesforce Objects - Contact
SFDC | PROC | Delete Process for Salesforce Object - Contact
SFDC | PROC | Remove Process for Salesforce Object - Contact Account Relation
SFDC | PROC | Delete Process for Salesforce Object - Account
SFDC | PROC | Upsert Process for Salesforce Objects - Parent Account Relation
SFDC | PROC | Merge Process for Salesforce Objects - Account
SFDC | PROC | Remove Process for Salesforce Object - Parent Account Relation
System recipes - these recipes handle the mapping and API calls to the SFDC system
SFDC | SYS | Get Master and Child Salesforce Object IDs for Reltio Entity
SFDC | SYS | Upsert Salesforce Objects - Contact
SFDC | SYS | Upsert Salesforce Objects - Account
SFDC | SYS | Merge Salesforce Objects - Account
SFDC | SYS | Merge Salesforce Objects - Contact
SFDC | SYS | Upsert Salesforce Object - Contact Account Relation
SFDC | SYS | Upsert Salesforce Object - Parent Account Relation
SFDC | SYS | Delete Salesforce Objects - Account
SFDC | SYS | Delete Salesforce Objects - Contact
Function recipes - these recipes are used in the synchronization process.
SFDC | FUNC | De-normalize Fields From Reltio Entity
Dependencies
Here's a list of components that the recipes are dependent on:
Connections
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Connection to Amazon SNS. When you configure Reltio tenant for Amazon SNS and add an external queue, select Payload type as Snapshot - selected fields. Select all attributes, crosswalks, endObject, startObject, updateBy, createdBy, type, and uri. Add the SNS topic in AWS.Note: The SNS topic name must be the same as the Queue name in the Reltio tenant configuration.
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Connection to Reltio tenant
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Connection to Salesforce from workato
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Connection to Salesforce using credentials - Ensure you have a standard user ID and password to use in Salesforce calls. Update the following environment properties with actual credentials:
- SFDC_SalesForcesUserId - The user id for Salesforce SOAP calls. For example, "myusername".
SFDC_SalesforceSecurityId - The password for Salesforce SOAP calls. This password is usually made up of your password and the Salesforce security token. For example, "mypassSecurityToken".
Function Recipes
SYS | Merge Salesforce Objects - Account
SYS | Upsert Salesforce Objects - Account
SYS | Remove Parent ID Field From Salesforce Object - Account
SYS | Remove Parent ID Field From Salesforce Object - Account
SYS | Delete Salesforce Objects - Account
FUNC | De-normalize Fields From Reltio Entity
SYS | Get Master and Child Salesforce Object IDs for Reltio Entity
FUNC | Get Salesforce IDs From Reltio Entity Crosswalks
SFDC | SYS | Upsert Salesforce Objects - Contact
SFDC | SYS | Remove Account Id Field From Salesforce Object - Contact
SFDC | SYS | Merge Salesforce Objects - Contact
SFDC | SYS | Delete Salesforce Objects - Contact
FUNC | De-normalize Fields From Reltio Entity
SYS | Get Master and Child Salesforce Object IDs for Reltio Entity
FUNC | Get Salesforce IDs From Reltio Entity Crosswalks
Custom Field
You must add a "ext_id" custom string field to the Salesforce contact object to successfully execute the batch recipes.