Accelerate the Value of Data

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.

When you add a new attribute to an entity, you must update the field in both Reltio and Salesforce to ensure that its values are synced in real time.
To add a new attribute:
  1. Log into your Salesforce account.
  2. Navigate to SFDC > To SFDC Sync > RT Event-Driven > 3-System folder.
  3. Select the SFDC | SYS | Upsert Salesforce Objects - Account recipe.
  4. Stop the recipe.
  5. Select Edit recipe.
  6. Select Step 4.
  7. On the right pane, in the attribute section of the entity JSON, add the details related to the new field for the Organization entity.
  8. Select Step 12.
  9. On the right pane, in the Request body parameters section, select +Add Field.
    1. In the Add new field dialog box, in the Name field, enter the name of the new field.
    2. In the Label field, enter the label of the field.
    3. From the Data type dropdown, select the data field of the field. For example, String.
    4. From the Optional dropdown, indicate whether the field is optional or not.
    5. In the Hint field, enter any additional information about the field that is helpful to users.
    6. Select Add field. You will see the new field displayed under the Data section on the right pane.
  10. 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.
  11. From the SFDC > To SFDC Sync > RT Event-Driven > 3-System folder, select the Create account in Salesforce recipe.
  12. Select Step 17.
  13. On the right pane, select the Add field button and enter the following details (same as in step 9):

    1. In the Add new field dialog box, in the Name field, enter the name of the new field.
    2. In the Label field, enter the label of the field.
    3. From the Data type dropdown, select the data field of the field. For example, String.
    4. From the Optional dropdown, indicate whether the field is optional or not.
    5. In the Hint field, enter any additional information about the field that is helpful to users.
    6. Select Add field. You will see the new field displayed under the Data section on the right pane.
  14. 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.