Example - Synchronize new entity from Reltio to Salesforce
Learn how to synchronize a new entity from Reltio to Salesforce.
- Clone the following trigger recipes:
- SFDC | TRG | Real Time Sync from Reltio to Salesforce - Organization
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SFDC | TRG | Real Time Sync from Reltio to Salesforce - OrganizationAffiliation Relation
- Edit the recipe.
- Update the Object Type from Organization/Account to the new object for all conditions and actions in the recipe.
- Clone the following process recipes:
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SFDC | PROC | Upsert Process for Salesforce Object and Callback to Reltio - Account
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SFDC | PROC | Merge Process for Salesforce Objects - Account
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SFDC | PROC | Delete Process for Salesforce Object - Account
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SFDC | PROC | Upsert Process for Salesforce Objects - Parent Account Relation
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SFDC | PROC | Remove Process for Salesforce Object - Parent Account Relation
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SFDC | PROC | Delete Process for Salesforce Large Object - Account
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- Edit the recipes.
- Update the Object Type from Organization/Account to the new object for all conditions and actions in the recipe.
- Clone the following system recipes:
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SFDC | SYS | Upsert Salesforce Objects - Account
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SFDC | SYS | Delete Salesforce Objects By ext_id - Account
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SFDC | SYS | Merge Salesforce Objects - Account
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SFDC | SYS | Upsert Salesforce Object - Parent Account Relation
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SFDC | SYS | Delete Salesforce Objects - Account
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- Edit the recipes.
- Update the Object Type from Organization/Account to the new object for all conditions and actions in the recipe.
- Edit the following recipes:
- SFDC | TRG | Real Time Sync from Reltio to Salesforce: Large Objects (Account and Contact)
- SFDC | FUNC | De-normalize Fields From Reltio Entity
- Edit the recipes to add the new object logic.