Example - Synchronize new entity from Salesforce to Reltio
Learn how to synchronize a new entity from Salesforce to Reltio.
To sync a new entity from Reltio to Salesforce:
- Clone the following trigger recipes:
- SFDC | TRG | Real Time Sync from Salesforce to Reltio - Account Upsert
- SFDC | TRG | Sync from Salesforce to Reltio - Account Delete
- Edit the recipe.
- For all conditions and actions in the recipe, update the Object Type from Organization/Account to the new object.
- Clone the following process recipes:
- SFDC | PROC | Upsert Process for Reltio Entity - Organization and OrganizationAffilliation
- SFDC | PROC | Handle Process for Reltio Relations - OrganizationAffilliation and OrganizationIndividual
- SFDC | PROC | Delete Process for Reltio Entity - Organization and OrganizationAffilliation
- Edit the recipes.
- For all conditions and actions in the recipe, update the Object Type from Organization/Account to the new object.
- Clone the following system recipes:
- SFDC | SYS | Upsert Reltio Entity - Organization
- SFDC | SYS | Upsert Reltio Relation - OrganizationAffiliation
- Edit the recipes.
- For all conditions and actions in the recipe, update the Object Type from Organization/Account to the new object.
- Edit the following recipe:
- SFDC | FUNC | Get Address And Phone From Salesforce Object
- Add the new object to this recipe.