Accelerate the Value of Data

Example - Add new field for sync from Salesforce to Reltio

Learn how to add a new field in Salesforce and sync it's values to Reltio.

In cases when a new attribute is added to an entity, you must update the field in both the Reltio platform and Salesforce to ensure that the values are synced in real time.
To add a new attribute:
  1. Log into your Workato account.
  2. Navigate to SFDC > To Reltio Sync > RT Event-Driven > 3-System folder.
  3. Select the SFDC | SYS | Upsert Reltio Entity - Organization recipe.
  4. Stop the recipe.
  5. Select Edit recipe.
  6. Select Step 3.
  7. On the right pane, in the attribute section of the entity JSON, add the new field at the end of the list of other fields.
  8. Select Step 11.
  9. In the right pane, in the Attributes section, add the value as Step 3 for the newly added field to indicate that the output of step 3 is the value for the new field.
  10. Save the recipe.