Salesforce Settings Data Block

The Salesforce Settings (SalesforceSettings) Data Block defines the configuration settings required for connecting to a Salesforce instance. It serves as a centralized and secure container for storing Salesforce authentication credentials and connection parameters. These settings are essential for enabling other Salesforce Reader or Writer blocks (e.g., GetRecipientInfoSalesforce) to communicate with Salesforce APIs securely.

This block is public and editable, allowing authorized users to update credentials or endpoint settings as necessary. Sensitive credentials such as passwords and security tokens are securely stored using Assette’s built-in Secret Management, ensuring confidentiality and integrity.

General Info #

Field	Value
Name	Configuration
Block Category	Settings
Block Type	Settings
Output Type	Settings
Public Block	True
Editable	True

Dependencies #

None

Example Definition #

{
  "UserName": "jonny.test@assette.com",
  "Password": "$SECRET:salesforcepassword",
  "InstanceUrl": "https://assette.com",
  "SecurityToken": "$SECRET:salesforcetoken"
}

Field Descriptions #

Field	Type	Description
UserName	String	Salesforce username used for authentication.
Password	Secret	Encrypted password stored in Assette Secret Management.
InstanceUrl	String	URL of the Salesforce instance (typically a login or API endpoint).
SecurityToken	Secret	Encrypted Salesforce security token stored securely in Secret Management.

Security and Storage #

• The values for Password and SecurityToken are not hardcoded.
• These values reference secrets managed by Assette Secret Management using the $SECRET: prefix.
• This ensures that sensitive information is encrypted at rest and not exposed in plain text during block execution or viewing.

Usage #

This configuration block is typically referenced by:

• Salesforce Reader Blocks: To retrieve data from Salesforce objects using SOQL queries.
• Salesforce Writer Blocks (if applicable): For data insertion or updates to Salesforce.
• Transformation Pipelines: That depend on external CRM data as input.

Example Reference Usage #

In another block, such as GetRecipientInfoSalesforce, the connection to Salesforce is internally established using the credentials defined inSalesforceSettings.

Notes #

• Always verify and update the secret values via Assette’s secret management interface rather than editing the block content directly.
• Changes to UserName or InstanceUrl should be validated against your Salesforce organization’s access control and login policies.
• Only users with appropriate privileges should modify this configuration block.