TABLE OF CONTENTS


Common Assets

The below assets can be used across a variety of integrations. If you are setting up test integration with Sand10 as well as Prod, you will create these connections in both Workato environments.

  1. Connections

    1. ACME :: Use an ACME-provided API key to connect to the ACME environment you want your data to flow from. 

  2. Recipe Functions

    These are recipes that do not run alone but instead are invoked by other recipes
    1. [SF] CALL 001 | Run ACME Report :: This function is used in many recipes to execute an ACME report and get the results.

Salesforce Project Folder

This project folder that holds all the recipes used to integrate with Salesforce.  If you are setting up test integration with Sand10 as well as Prod, you will create these connections in both Workato environments.

  1. Connections

    1. Salesforce :: Connect to the Salesforce instance you want your data to flow to. 

  2. Onboarding

    This folder holds recipes that will be run during initial set up. Generally these are only run once, but may need to be run in the future to pull in core updates to Organization Categories or price book entries.

    1. [SF] ONB 001 | Populate Lookup Table: Timestamps

      This recipe populates the Timestamp Lookup table (made during initial set up) with required IDs to be used in later recipes.

    2. [SF] ONB 002 | Populate Lookup Table: ACME Organization Categories

      This recipe populates the ACME Organization Categories lookup table with the Organization Category information from ACME. This is run once at set up and then again if you ever make updates to the ACME Organization Categories.

    3. [SF] ONB 003 | Populate Lookup Table: Salesforce Price Book Entries

      Creates a lookup table in Workato with the information from the Salesforce Price Book to use in the recipes where Opportunity Products are created. This is run once at set up and then again if you ever make updates to the Salesforce Price Book entries.

  3. Recipes

    1. [SF] REC 001 | Sync ACME Orders to SF 

      This recipe runs hourly to call the ACME Transactions Report to get the WHO and WHAT of Orders. It creates Opportunities, Opportunity Products, Contacts, Accounts, Memberships, Forms, and Donations records.

      1. This recipe will sync all Organization orders and only Individual orders that have a contact associated with them. If you want all orders to sync to SF, ensure that each order has a customer on it (so no walk ins). If it is an Organization order with 100% deferred payment, we recommend that you enter in billing information so that a customer is linked to the order. Otherwise, as explained in the Workato Set Up Requirements guide, you can set up a Temp Org Contact to be filled in on these orders. 

    2. [SF] REC 002 | Sync Updated ACME Memberships to SF

      This recipe runs nightly to look for Membership records that have been updated in ACME outside of a transaction and sends the updates to SF (i.e. changing the Membership Expiration Date, adding a cardholder, swapping primary and secondary cardholders).

    3. [SF] REC 003 | Sync Updated ACME Customers to SF

      When a customer is edited in ACME, the edits are sent nightly to SF with this recipe.

    4. [SF] REC 004 | Tag Opportunities Converted to Memberships

      This recipe runs nightly to set the "ACME Membership Conversion" checkbox on Opportunities to 'true' if the ACME Order contains a ticket that was converted to membership.

  4. Recipe Functions

    These are recipes that do not run alone but instead are invoked by other recipes.

    1. [SF] CALL 001a | Sync Membership Opportunity Products to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Membership Opportunity Products when an ACME order contains Membership purchase(s).

    2. [SF] CALL 001b | Sync ACME Membership and Cardholder Information to SF

      After an ACME Membership record is created in SF by running [SF] REC 001A | Sync ACME Orders to SF, this recipe function runs (every 10 minutes during the execution of the predecessor recipe) to call the ACME Membership report, get additional data on the membership and membership cards, and upsert it to the ACME Membership and ACME Membership Card objects in SF. 

    3. [SF] CALL 002a | Sync Donation Opportunity Products to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Donation Opportunity Products when an ACME order contains a donation.

    4. [SF] CALL 002b | Sync ACME Donation Data to SF

      After an ACME Donation record is created in SF by running [SF] REC 001 | Sync ACME Orders to SF, this recipe function runs to call the ACME Donation report, get additional data on the donation and upsert it to the ACME Donation object in SF.

    5. [SF] CALL 003a | Sync Forms to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates an ACME Form object in SF when an ACME order contains a form response.

    6. [SF] CALL 003b | Sync ACME Form Data to SF

      After an ACME Form record is created in SF by running [SF] REC 001 | Sync ACME Orders to SF, this recipe function runs to call the ACME Forms report, get additional data on the form and upsert it to the ACME Form object in SF. Form questions must be configured with a form custom field in order for the response value to be synced.

    7. [SF] CALL 004 | Sync Updated ACME Memberships to SF

      This recipe looks for Membership records that have been updated in ACME outside of a transaction and sends the updates to SF (i.e. changing the Membership Expiration Date, adding a cardholder, swapping primary and secondary cardholders).

    8. [SF] CALL 005 | Sync ACME Orgs to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Accounts for Organizations that placed an ACME order.

    9. [SF] CALL 006 | Sync ACME Customers to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Contacts for Customers that placed an ACME order.

    10. [SF] CALL 007 | Sync Event Ticket Opportunity Products to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Event Ticket Opportunity Products when an ACME order contains Event Ticket purchase(s).

    11. [SF] CALL 008 | Sync Event Add On Opportunity Products to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Event Add On Opportunity Products when an ACME order contains Event Add On purchase(s).

    12. [SF] CALL 009 | Sync Standalone Add On Opportunity Products to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Standalone Add On Opportunity Products when an ACME order contains Standalone Add On purchase(s).

    13. [SF] CALL 010 | Sync Payments to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates Payment (NPSP) records on the Opportunity to match Payments taken in ACME.

    14. [SF] CALL 011 | Sync Opportunities to SF

      This recipe gets data from [SF] REC 001 | Sync ACME Orders to SF and creates an Opportunity for each Order placed in ACME.
      • Note, the prebuilt recipes only sync Individual Orders that have a customer attached to them. All Organization orders will sync, regardless if they have an order contact or not.