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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

API Connectivity with Designer

Yuri24
8 - Asteroid
‎03-01-2023 04:33 PM

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 

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3 REPLIES 3
ArtApa
Alteryx
Alteryx
‎03-01-2023 05:00 PM

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 

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BrandonB
Alteryx
Alteryx
‎03-02-2023 09:22 AM

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-conne... 

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Yuri24
8 - Asteroid
‎03-02-2023 04:53 PM

Is this applicable to CRM too?

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