Using Salesforce dynamic content lets you personalize your Matik content with customer information from Salesforce.
There are two ways to access your SFDC data:
- The API form lets you pull data from Salesforce using a user-friendly form where you choose objects, fields, or SFDC reports.
- The Query form lets you write a SOQL query for greater flexibility. If you’re unsure where to start, use the API form.
Because SFDC organizations vary in complexity and customization, we recommend partnering with your SFDC admin if you’re unsure how to access specific fields in Salesforce or how your data model is structured.
Note that Matik cannot select charts or data visualizations from Salesforce reports. Pull the underlying data and recreate the visualization in your template.
Getting Started
To get started, first add a SFDC data source. Go to the dynamic content page and click "+ Add New". Give your new dynamic content a name, description, and tags (if desired). Select your Salesforce data source. Select the output type of your dynamic content (Text, Chart, etc.)
Using the API Form
Select the API tab. Under Source API there are two options:
- Objects - Use Objects to choose the SFDC object and fields you want to pull. This searches your entire SFDC instance and returns data based on the selections below.
- Reports - Use an existing or Matik-specific SFDC report to pull SFDC data.
Using Objects
Select Objects under the Source API field.
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Select Salesforce Object - Choose the specific object you want to pull information from.
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If you do not see a dropdown, your Salesforce instance has more than 2,000 objects and we cannot display a dropdown. Find the exact object name and enter it in the text box to continue. e.g. "Account" for the Account object.
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Fields to return - Select the fields you want returned. This can be a single field (for Text) or multiple fields (for a table, chart, or sub-content).
- The dropdown lists all lookup objects related to your selected object. When choosing a field, make sure you pick it from the correct object. In the example above, to return the Account’s Industry, select Industry under “Account”.
- To select a field from a lookup object, choose the field under that lookup. For example, to return the TAM owner’s full name, select it under the TAM Owner lookup object (API name: TAMOWNER__R). Pay close attention to the object each field belongs to so you pull from the correct lookup.
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Filters - Choose filters to narrow results. This is typically where you add Matik inputs to return only the data needed for a given generation. For example, if the presentation is for a specific account, filter so only rows for that account are returned.
- The first dropdown selects the object or lookup object to filter on. The second selects the field.
- Enter the filter value. Add Matik inputs by typing &: followed by the input name. In the industry example, you would enter the
account_nameinput to return results for the selected account. - Click the + button to add filters or the trash can to remove them.
- Result Order - If multiple rows may be returned, choose how to sort them. If you expect a single value, leave as is.
- Result Limit (Optional) - Set the maximum number of results to return.
- Unique Values Only - Remove duplicate values from the results.
Using Reports
When Reports is selected, you can pull data from an existing Salesforce report. You can add additional filters, including filters with Matik inputs. Matik can only return and filter on fields that exist in the report. Visualizations in reports are not supported and must be recreated manually.
Matik will run the report when the dynamic content runs so you get the most up-to-date values; this does not refresh the report data as viewed in Salesforce.
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Report - Select the report you want to use. If your organization has many Salesforce reports, a search bar will appear. Copy the exact report name from Salesforce and paste it into the search bar.
- Columns to Return - Choose the report columns to return with your dynamic content. Only columns present in the report can be returned.
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Filters - Add filters in addition to those already applied to your SFDC report. This is typically where you include Matik inputs to target the exact data needed for a generation. For example, if the presentation is for a specific account, filter so only rows for that account are returned.
- Enter the filter value. Add Matik inputs by typing &: followed by the input name. In the industry example, you would enter the
account_nameinput to return results for the selected account. - Click the + button to add filters or the trash can to remove them.
- Enter the filter value. Add Matik inputs by typing &: followed by the input name. In the industry example, you would enter the
- Result Order - If multiple rows may be returned, choose how to sort them. If you expect a single value, leave as is.
- Result Limit (Optional) - Set the maximum number of results to return.
- Unique Values Only - Remove duplicate values from the results.
Using the Query
Salesforce dynamic content can also be powered by a SOQL query. Select the Query option after selecting your Salesforce data source. Enter a valid SOQL query in the text box. Inputs can be referenced within your query using the &:<input name> notation inline.
You can preview how inputs are inserted into your query by clicking Test Query. Select inputs in the modal to see the generated query text as it will be sent to Salesforce, then click Test Query to run it and view results. This is useful for troubleshooting data type mismatches and syntax errors.
Account Team Photos and Contact Information
If your accounts in Salesforce use account team positions (e.g., Owner, CSM, Account Manager), you can pull that information, including profile photos, into Matik to create intro slides like the example below.
You will need to create two pieces of dynamic content for each contact you wish to display: one for text fields (name, email, title, phone, etc.) and one for the profile photo.
To create the the text contact info dynamic content, create a piece of text dynamic content based on the Account object and add the fields you want to display. Make sure you select fields from the correct lookup object. For example, to show the title of the account owner, use the Title field under the “Owner” object, not another contact lookup.
Multiple fields can be added under Fields to Return and accessed as sub-content to reduce the number of individual dynamic content items needed.
To create the profile photo dynamic content, first ensure your account team has uploaded profile photos to their Salesforce profiles. If not, ask your team to upload a photo.
Create a new dynamic content item targeting the Account object and, under Fields to Return, search for “URL for Medium Profile Photo.” Select the value under the relevant lookup object (e.g., Owner for the Account Owner photo, SDR under SDR__R, etc.). Set the dynamic content type to Image. If you need multiple photos, you can use sub-content to return multiple profile photos for different roles.
Be sure to add the appropriate inputs to your filters (See above) to return the correct account and tag the text and image dynamic content in your presentations to complete.
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