Creating a Sample Recipe - Part 1

To create a sample recipe, you can follow the steps shown in the training videos or the ones given below.

Our sample recipe, Test Lead Sync to Reltio, integrates Salesforce to Reltio to synchronize leads. Whenever new leads are created in Salesforce, you can sync those leads with Reltio by using this recipe.

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  1. From the Recipes page, click Create recipe.

    The Setup your recipe page appears.

  2. Enter a name for your recipe. For example, Test Lead sync to Reltio.
  3. In the Location field, select a destination project or folder. For example, Salesforce integration.
  4. In the Pick a starting point section, select Trigger from an app.

    You must select this option to specify an application from which an event must initiate the recipe.

  5. Click Start building.

    The Recipe Editor appears.

    You can build the recipe and configure the integration flow. The left side displays the recipe integration flow and the right side allows you to configure the trigger and actions of your recipe. App, Trigger, Connection, and Setup are the four stages of recipe creation.

  6. To specify the Trigger, click the first step Select an app and trigger event.

    The right panel indicates that you are at the first stage of defining a recipe. On the App tab, in the Your Connected Apps section, the applications that you are currently connected to are listed. In our example, Amazon S3, Drift, and Salesforce are already connected. You can search for an application, select an application from Your Connected Apps list, or, select an application from the See all apps list.

    1. In the Choose an app panel, select the application that must initiate your recipe. For example, Salesforce.

      After you select an application, in the Trigger tab, the Choose a trigger panel appears.

      The recommended events are listed first but you can choose from the All Triggers list too, if you need any other event. In our example, we selected the New record event. This recipe would be triggered when selected Salesforce object, for example a lead, is created. The trigger now appears in our recipe with reference to the application and event.

    2. In the Connection stage, create a new connection or select an active connection.

      The Connect to Salesforce panel displays the options to connect to the application. In our example, the panel displays Connect to Salesforce. This would differ depending upon the application that was selected earlier. You can create a new connection, if you do not have an active connection. For more information, see Creating a Connection.

    3. To select an active connection, click the Details drop-down of the connection.
  7. Click Setup to enter the details of your recipe.

    The event details are displayed in the Help box. For example, this event checks for creation of a new Salesforce record once every five minutes.

    1. Select the object, for example, Lead.

      You can either scroll through the available values, or, enter the object of your choice. For example, Lead. Based on the selected value, more options are displayed. In our example, on selecting Lead, an additional drop-down menu appears to specify the time for picking up the initial event.

    2. Optionally, select the fields to be retrieved and click OK. For example, Lead ID, Rating, and so on.
      Note: If you do not specify any fields, all fields are returned in the data tree.

    3. Enter the time for picking up the initial event.

      In the example, we select, An hour ago.

    4. Optionally, you can set a trigger condition.

      If specified, then the trigger events that match the specified will be processed.

  8. Add Actions.

    For more information, see Creating a Sample Recipe - Part 2.