Importing data into SQL Server from SalesForce

Question

Hi,

I am new to Alteryx as well as SalesForce. 
Currently, we are pulling data from salesForce via csv files , transforming the data in alteryx and then taking the data ahead in excel workbooks for reporting.

We are looking to pull the data directly into SQL server database, and performing transformation there only and reporting on data directly in sql server.

I have a couple of doubts : 
1. Is it a good idea to use Alteryx for importing data from SalesForce to SQL Server ? 
2. If answer to Ques1 is 'Yes' : Any tips for having the load done in quickest time possible .

NickC · Accepted Answer

Hello,

I would recommend connecting to the Salesforce connector and having a play around.  You can get Alteryx on a free trial for 2 weeks, try building the solution yourself.

This article will give you everything you need to know about Salesfroce. https://community.alteryx.com/t5/Alteryx-Knowledge-Base/The-How-to-Guide-to-the-Salesforce-Connector/ta-p/18100

Why not perform some of the transformations in Alteryx as well?

Nick

NickC · Accepted Answer

Hello,

That's not too bad performance, its obviously dependent on the speed of your internet connection as it is connecting via an API.

I'm sure you can find an ODBC driver for Salesforce which might improve speed if the API isnt quick enough?

You can use Alteryx to perform those transformations using the In Database tools within Alteryx.  The data won't load onto your local machine, instead it will perform all the transformations at a database level which should improve performance (depending on your SQL database).

Thanks,

Nick

NickC · Accepted Answer

The Alteryx In-Database tools will have better performance than doing it locally on Alteryx.  The performance of the In DB tools vs writing SQL directly on the server will be largely the same but obviously direct on the database will require writing code rather than using the GUI.

Again, why not give it a go and see if you prefer it :)

Thanks,

Nick