API Connectivity with Designer

Question

Hello,

I am a alteryx designer user, but never interacted with Salesforce via alteryx. My question is there an API or a way to extract data directly for all fields from salesforce UI for a bulk of customers all at once? Any blogs or links?

Thanks in advance

Yuri24 · Answer

Is this applicable to CRM too?

BrandonB · Answer

You also have the option to use the SalesForce ODBC driver: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/How-to-set-up-Salesforce-ODBC-connection/ta-p/833985

ArtApa · Answer

Hi @Yuri24 - Is there a reason why the Salesforce Tool does not work for you?

You can download and install it. Here is the link: https://community.alteryx.com/t5/Community-Gallery/Salesforce-Input-Tool/ta-p/877898