This guide walks through the complete process of integrating Salesforce with Assette using the Salesforce Setting data block, along with the Get Recipient Info (Salesforce) and Get Recipient Info (Salesforce Transform) data blocks. It provides implementation steps, configuration details, and functional insights to support secure, real-time data access from Salesforce into Assette presentations.
Assette enables asset management firms to use data directly from Salesforce to personalize communications. This integration utilizes a combination of configuration through Assette’s Secret Management and read-only data blocks that retrieve and transform Salesforce data on demand. The key benefits include:
- Secure handling of Salesforce credentials
- Real-time data retrieval
- Automated personalization using recipient-specific Salesforce data
- Seamless integration into Assette presentations
Step 1: Configure the Salesforce Setting Data Block #
To enable the Salesforce integration, begin by setting up the Salesforce Setting data block, which defines the connection to your Salesforce instance. This is done using Assette Secret Management to handle sensitive authentication information.
Create Salesforce Secrets #
Use Assette Secret Management to securely store the credentials required to connect to Salesforce. Create the following secrets:
SalesforceInstanceUrlSalesforceClientIdSalesforceClientSecretSalesforceUsernameSalesforcePassword(if applicable)SalesforceSecurityToken
Each secret should be labeled clearly for reference in the data block.
Define the Salesforce Setting Data Block #
Next, configure the Salesforce Setting data block using the Salesforce Settings Data Block guide. This block should reference the secrets created above and define the items created in the previous step.
Once configured and saved, this block establishes the foundation for retrieving data from Salesforce in real time.
Step 2: Get Recipient Info #
With the connection established, use the Get Recipient Info Salesforce Data Block to retrieve recipient-level data directly from Salesforce. This data block is preconfigured and non-editable, designed to automatically query Salesforce for key recipient details, such as:
- Name
- Email address
- Account ID
- Custom fields relevant to the recipient
It is bound to the recipient selected in Assette and retrieves data based on mappings configured by Assette for your Salesforce objects (such as Contact, Account, etc.).
How It Works #
- The block uses the authenticated Salesforce connection to query for the active recipient’s information at runtime.
- No manual configuration or query writing is required.
- The block returns standardized fields that can be used directly in presentations and documents.
More details can be found in the Get Recipient Info (Salesforce) documentation.
Step 3: Transform Recipient Information #
The Get Recipient Info Salesforce Transform Data Block works in conjunction with the previous data block to apply logic and transformations on the data retrieved from Salesforce. This block is also non-editable, and is designed to:
- Clean, reshape, or enhance recipient data for use in templates
- Perform formatting or calculation logic (e.g., combining names, applying defaults, formatting date values)
For example, if your Salesforce data includes both a First Name and Last Name field, this block could create a combined “Full Name” field for use in client materials.
- Centralizes transformation logic so templates remain clean
- Ensures consistent output formatting across presentations
- Handles potential data inconsistencies (e.g., missing optional fields)
More information is available in the Salesforce Transform Data Block documentation.
Step 4: Real-Time Data Access #
Once configured, all Salesforce data blocks operate in real time. When a presentation is generated in Assette:
- The Salesforce Setting data block initiates a live connection
- The Get Recipient Info block retrieves up-to-date data for the active recipient
- The Transform block processes the raw data into presentation-ready format
This ensures that your communications are always built with the most current information from Salesforce—without the need for manual exports or synchronization.
Summary #
| Component | Description | Config Required |
|---|---|---|
| Salesforce Setting | Authenticates connection using stored secrets | Yes |
| Get Recipient Info (Salesforce) | Retrieves core recipient data from Salesforce | No |
| Get Recipient Info (Salesforce Transform) | Transforms and formats retrieved data | No |