The Onboarded™ application synchronizes data from the Onboarded™ platform to Salesforce using a batch processing architecture.
Fetches data from Onboarded™ API and creates/updates records in Salesforce.
Resolves lookup relationships between synced records (e.g., linking Employees to Employers).
Objects are synced in a specific order to ensure parent records exist before child records:
- Employers — Parent records for employees
- Employees — Core worker records
- Clients — Client organizations
- Jobs — Job/position definitions
- Forms — Form templates
- Placements — Employee-Job assignments
- Tasks — Onboarding tasks
- Placement Forms — Form instances (optional)
In the Onboarded™ Setup interface, you can configure which objects you want to sync with your Salesforce org. Each object type can be individually enabled or disabled based on your organization's needs.
The Setup interface also provides an option to Link Data. This is a separate batch operation that runs after the sync batches complete.
If you have configured any relationship fields in your mappings, the Link Data operation will populate the Lookup and Master-Detail fields to establish the proper relationships between records. For example, linking Employee records to their associated Employer records.
Tip: Enable the Link Data option if your mapping configuration includes relationship fields that need to be populated after records are synced.
Each sync operation:
- Calls the Onboarded™ API with pagination (up to 100 records per page)
- Matches records by Onboarded™ ID (unique identifier)
- Creates new records or updates existing ones based on mapping rules
- Respects Data Authority settings for conflict resolution
- Updates last sync timestamp on each record