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

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

SFDC Account object create event:

When you create a new Organization Entity in Salesforce, the recipe syncs and updates the information in the Reltio platform. If the organization entity has a billing or shipping address in SFDC, then the recipe creates a new location entity under the Organization referenced address with a Salesforce crosswalk.

SFDC Account object with Parent Account object create event:

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

SFDC Account object update event:

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 Account object update event with different OR empty Parent Account:

Set delete date on any existing Organization Affiliation Relation with the SFDC Crosswalk. Update existing Organization Affiliation 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 specified email addresses.