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Import account and contact information

Learn about the recipe to import account and contact information.

SFDC | API | SBC - Import Account/Contact

This recipe uses a Workato API endpoint to trigger the import of account and contact objects, and their parent objects from Reltio to Salesforce.

This is the base API recipe for the SBC Import functionality, and is triggered by requests from the API Platform. The input parameters of this recipe are:

  • sourceSystem - The Source of the entity. For example, Reltio.

  • recordTypeId - The Salesforce Account/Contact record type identifier.

  • test - Recipe has to test itself with some fake search data, by calling the underlying systems.

  • sourceSystemEntityID - The Entity ID for the source system. In the case of Reltio, the URI. For examle, entities/04rIXee.

This process recipe invokes a subprocess to import data from the Reltio source system into Salesforce, using the given input parameters. If the recipe is successful, it returns information about the imported record and its related records, such as the parent account object. If the recipe fails, it returns an error code along with an error message.