Get Recipient Info Salesforce Data Blocks

The Get Recipient Info Salesforce Data Blocks (GetRecipientInfoSalesforce) Data Block retrieves detailed contact information from the Salesforce CRM system. It leverages Salesforce Object Query Language (SOQL) to extract a comprehensive dataset of contact-related fields from the Contact object, including personal identifiers, communication details, mailing address, and account linkage.

This block is intended for use in scenarios where recipient or contact data maintained in Salesforce needs to be synchronized or transformed into Assette. The data retrieved enables tailored communication, reporting personalization, and CRM data analysis within the Assette platform.

This block reads directly from the Salesforce source configured under SalesforceSettings and cannot be modified by users due to its non-editable status.

General Info #

Field	Value
Name	GetRecipientInfoSalesforce
Block Category	Transform
Block Type	Salesforce Reader
Output Type	Data Table
Public Block	True
Editable	False

Dependencies #

Data Block Name	Description
SalesforceSettings	Defines the configuration settings required for connecting to a Salesforce instance. [Link]

Definition #

SELECT 
    Id,
    AccountId,
    AssistantName,
    AssistantPhone,
    OwnerId,
    Department,
    Description,
    Email,
    HomePhone,
    IndividualId,
    MobilePhone,
    Name,
    Salutation,
    FirstName,
    LastName,
    MailingAddress,
    Title,
    Account.AccountNumber 
FROM Contact

• Query Source: Contact object in Salesforce
• Join Fields: Includes lookup to the Account object to retrieve Account.AccountNumber
• Input Parameters: None

Output Fields #

Field	Description
Id	Unique identifier for the contact record
AccountId	Reference ID of the associated account
AssistantName	Name of the contact’s assistant
AssistantPhone	Phone number of the contact’s assistant
OwnerId	ID of the user who owns the contact
Department	Department associated with the contact
Description	Free-form description or notes
Email	Contact’s email address
HomePhone	Contact’s home phone number
IndividualId	ID used for individual customer mapping
MobilePhone	Contact’s mobile phone number
Name	Full name of the contact (concatenation of first and last name)
Salutation	Contact’s title (e.g., Mr., Ms., Dr.)
FirstName	Contact’s first name
LastName	Contact’s last name
MailingAddress	Full mailing address (composite field)
Title	Contact’s professional title
Account.AccountNumber	External account number from the associated account record

Example Request #

{}

Example Response #

{
  "data": [
    {
      "Id": "0031N00000XXXXXXQA1",
      "AccountId": "0011N00000XXXXXXQA1",
      "AssistantName": "John Doe",
      "AssistantPhone": "123-456-7890",
      "OwnerId": "0051N00000XXXXXXQA1",
      "Department": "Finance",
      "Description": "Primary contact for investment communication",
      "Email": "jane.doe@example.com",
      "HomePhone": "321-654-0987",
      "IndividualId": "7011N00000XXXXXXQA1",
      "MobilePhone": "555-000-1111",
      "Name": "Jane Doe",
      "Salutation": "Ms.",
      "FirstName": "Jane",
      "LastName": "Doe",
      "MailingAddress": {
        "street": "123 Elm Street",
        "city": "Boston",
        "state": "MA",
        "postalCode": "02118",
        "country": "USA"
      },
      "Title": "Vice President",
      "Account.AccountNumber": "AC-10001"
    }
  ],
  "errors": [],
  "success": true,
  "logs": [],
  "sources": []
}

Notes #

• This data block is not editable and can only be modified by Assette
• It depends on the existing Salesforce connection configured via SalesforceSettings.
• Null values may be returned where optional fields are not populated in Salesforce.
• Supports downstream transformations using mapped field names and types within Assette.