Example - Add new field for sync from Reltio to Salesforce
Learn how to add a new field in Reltio and sync its values to Salesforce.
To add a new attribute:
- Log into your Salesforce account.
- Navigate to SFDC > To SFDC Sync > RT Event-Driven > 3-System folder.
- Select the
SFDC | SYS | Upsert Salesforce Objects - Account
recipe. - Stop the recipe.
- Select Edit recipe.
- Select Step 4.
- On the right pane, in the attribute section of the entity JSON, add the details related to the new field for the Organization entity.
- Select Step 12.
- On the right pane, in the Request body parameters section, select +Add Field.
- In the Add new field dialog box, in the Name field, enter the name of the new field.
- In the Label field, enter the label of the field.
- From the Data type dropdown, select the data field of the field. For example, String.
- From the Optional dropdown, indicate whether the field is optional or not.
- In the Hint field, enter any additional information about the field that is helpful to users.
- Select Add field. You will see the new field displayed under the Data section on the right pane.
- For the newly added field, select the Value as Step 4 to indicate that the output of step 4 is the value for the new field.
- From the SFDC > To SFDC Sync > RT Event-Driven > 3-System folder, select the
Create account in Salesforce
recipe. - Select Step 17.
- On the right pane, select the Add field button and enter the following details (same as in step 9):
- In the Add new field dialog box, in the Name field, enter the name of the new field.
- In the Label field, enter the label of the field.
- From the Data type dropdown, select the data field of the field. For example, String.
- From the Optional dropdown, indicate whether the field is optional or not.
- In the Hint field, enter any additional information about the field that is helpful to users.
- Select Add field. You will see the new field displayed under the Data section on the right pane.
- For the newly added field, select the Value as Step 4 to indicate that the output of step 4 is the value for the new field.