PROC | Real Time Sync from Reltio to Salesforce - B2B Individual Entities

This is the base recipe for Reltio to SFDC Individual entity synchronization. This recipe handles multiple entity events received from the AWS SNS.

Entity create/update event:

When you create or update an entity in the Reltio platform, the recipe syncs data in real-time to Salesforce. If there is no crosswalk in the Reltio entity, the recipe add a Salesforce crosswalk to the entity.

Entity delete event actions in recipe:

When you delete an entity in the Reltio platform, the recipe syncs data in real-time and deletes the entity in Salesforce. If the Reltio entity has a Salesforce crosswalk, the corresponding Salesforce object is deleted by the recipe. If the entity has multiple Salesforce crosswalks, then all corresponding Salesforce objects are deleted by the recipe.

Entity merge event actions in recipe:

When entities are merged in the Reltio platform, the recipe identifies the master and child Salesforce crosswalks by comparing the Salesforce ID string present in the Reltio entity crosswalk. It then merges the child Salesforce objects to the master Salesforce object, and also adds an end date to the child Salesforce crosswalks in the Reltio Entity.

Error handling

When the recipe updates or deletes salesforce objects, the error handler checks for the object before executing the recipe three times. If the create, update, or delete event fails, a failed job information is sent to the specified email address, in the following format: