PROC | Real Time Sync from Salesforce to Reltio - Create/Update Contact

This is the base recipe for SFDC to Reltio synchronization. This recipe handles the newly created/updated SFDC contact object events received from the SFDC workflow.

SFDC Contact object create event:

When a new individual entity is created, and if the entity has an emailing or other address in SFDC, then the recipe creates a new location entity under the Individual referenced address with the Salesforce crosswalk.

SFDC Contact object with Account Id field create event:

When you create or update the Parent account as an Organization Entity, this recipe creates the Organization Individual Relation with SFDC Crosswalk. Here, the Start object is the parent account and the end object is the child account.

SFDC Contact object update event actions in recipe:

When an SFDC organization entity is updated and it has a billing or shipping address, the recipe creates and updates the location as a reference entity. In case the billing or shipping address is not available for the entity, the location is deleted.

SFDC Contact object update event with different OR empty Account Id field actions in recipe:

Set delete date on any existing Organization Affiliation Relation with the SFDC Crosswalk. Update existing Organization Individual Relation's crosswalk value to sfdc child object id_crosswalk id. For example, let us assume that the Salesforce id is 0013t00002j4NnJAAU and Crosswalk uri is relations/01SgKBb/crosswalks/DMv0Cbv. In this case, the updated crosswalk value is 0013t00002j4NnJAAU_DMv0Cbv.

Error handling

If any of the above events fail due to an connection error to Reltio or Salesforce, the recipe retries three times with a 5 second delay interval. After this the recipe sends a failed job information email, to the specfied email addresses.

When there is an error from external connections like Reltio or Salesforce, the recipes retry three times in 5 seconds delay interval for only SERVICE_UNAVAILABLE or TOO_MANY_REQUESTS error codes.