Accelerate the Value of Data

Example - Synchronize new entity from Reltio to Salesforce

Learn how to synchronize a new entity from Reltio to Salesforce.

To sync a new entity from Reltio to Salesforce:
  1. Clone the following trigger recipes:
    • SFDC | TRG | Real Time Sync from Reltio to Salesforce - Organization
    • SFDC | TRG | Real Time Sync from Reltio to Salesforce - OrganizationAffiliation Relation

  2. Edit the recipe.
  3. Update the Object Type from Organization/Account to the new object for all conditions and actions in the recipe.
  4. Clone the following process recipes:
    • SFDC | PROC | Upsert Process for Salesforce Object and Callback to Reltio - Account

    • SFDC | PROC | Merge Process for Salesforce Objects - Account

    • SFDC | PROC | Delete Process for Salesforce Object - Account

    • SFDC | PROC | Upsert Process for Salesforce Objects - Parent Account Relation

    • SFDC | PROC | Remove Process for Salesforce Object - Parent Account Relation

    • SFDC | PROC | Delete Process for Salesforce Large Object - Account

  5. Edit the recipes.
  6. Update the Object Type from Organization/Account to the new object for all conditions and actions in the recipe.
  7. Clone the following system recipes:
    • SFDC | SYS | Upsert Salesforce Objects - Account

    • SFDC | SYS | Delete Salesforce Objects By ext_id - Account

    • SFDC | SYS | Merge Salesforce Objects - Account

    • SFDC | SYS | Upsert Salesforce Object - Parent Account Relation

    • SFDC | SYS | Delete Salesforce Objects - Account

  8. Edit the recipes.
  9. Update the Object Type from Organization/Account to the new object for all conditions and actions in the recipe.
  10. Edit the following recipes:
    1. SFDC | TRG | Real Time Sync from Reltio to Salesforce: Large Objects (Account and Contact)
    2. SFDC | FUNC | De-normalize Fields From Reltio Entity
  11. Edit the recipes to add the new object logic.