Get Recipient Info Salesforce Transform Data Block

The GetRecipientInfoSalesforceTransform Data Block processes and filters contact data retrieved from Salesforce through the GetRecipientInfoSalesforce Data Block. It applies dynamic filtering based on input parameters and maps selected Salesforce fields to a standardized internal data schema required by Assette content or downstream processes.

This block facilitates the transformation of raw Salesforce contact records into a structured data table that includes personal identifiers, address fields, and communication details. It supports parameter-based filtering by AccountCode, FirstName, LastName, and OrganizationCode, enabling refined data views for customized outputs. This Data Block cannot be edited.

General Info #

Name	GetRecipientInfoSalesforceTransform
Block Category	Transform
Block Type	Python
Output Type	Data Table
Public Block	True
Editable	False

Dependencies #

Data Block	Description
GetRecipientInfoSalesforce	Retrieves contact information from the Salesforce leveraging Salesforce Object Query Language (SOQL) [Link]

Input Parameters #

This block accepts the following optional input parameters:

Parameter	Type	Description
AccountCode	String	One or more Account Numbers to filter by
FirstName	String	Contact’s first name to match exactly
LastName	String	Contact’s last name to match exactly
Country	String	(Not currently used) Contact’s country (commented in script)
OrganizationCode	String	Alternate match against Account Number

If no parameters are passed, the block returns all contacts from the source.

Logic and Transformation Details #

1. Data Source:
   Reads data using read("GetRecipientInfoSalesforce", {}), which pulls records from the Salesforce Contact object.
2. Filtering Logic:
   • If any of the input parameters are specified, the block filters data accordingly.
   • AccountCode and OrganizationCode are matched against Account.AccountNumber.
   • FirstName and LastName are checked for exact match.
   • The Country parameter is declared but not currently used in the filtering logic (commented out).
3. Field Mapping:
   Maps Salesforce contact fields into the following internal schema:

Output Field	Source Field	Description
RecipientCode	Id	Unique identifier from Salesforce
Country	MailingAddress.country	Country extracted from mailing address
Organization	(static empty)	Placeholder, not populated
OrganizationCode	Account.AccountNumber	External identifier from the account
AccountCode	Account.AccountNumber	Duplicates OrganizationCode
FirstName	FirstName	Contact’s first name
LastName	LastName	Contact’s last name
MiddleName	(static empty)	Placeholder
Email	Email	Primary email address
Suffix	(static empty)	Placeholder
Designation	Title	Contact’s professional title
Telephone	MobilePhone	Contact’s mobile number
EnvelopSalutation	(static empty)	Placeholder
LetterSalutation	(static empty)	Placeholder
Title	Salutation	Salutation (e.g., Mr., Ms.)
Address1	MailingAddress.street	Street component of mailing address
Address2	(static empty)	Placeholder
City	MailingAddress.city	City component of mailing address
State	MailingAddress.state	State or province
Company	(static empty)	Placeholder
Zip	MailingAddress.postalCode	Postal/ZIP code from mailing address
Code	Id	Duplicate of RecipientCode
Person	None	Placeholder for object reference
EmailTO	Email	Duplicate of primary email