Alteryx connection with Salesforce - limitations

Hi data gurus!

I am trying to resolve the limitations that Salesforce has when exporting data with Alteryx.

1. I manage to connect Alteryx to pull Salesforce data.

2. However, instead of object names I get their object codes (so called Field Record ID) so the information becomes unreadable.

I googled it and seems a limitation of Salesforce but want to ask for your valuable experience if you can share it please.

Kind regards,

Tatyana

Salesforce

Accepted answers

charlie_archer

Hi Tatyana,

The Alteryx Salesforce connector is currently limited to exporting a single table of data.

To receive information into other objects you will need to connect to another table, pull through the relevant fields and 'Join' these onto the main extract using the unique ID's you mentioned as your lookup.

Many thanks,

Charlie

All comments

Kanderson

Tatyana, I also use Alteryx to connect to Salesforce.com but do not experience this issue. Salesforce fields have a display name and an API name. As with most third party tools that connect to Salesforce Alteryx uses the API name. When creating custom fields on a Salesforce object you are able to choose your API name, but by default Salesforce will replace spaces with underscores and append the __c value indicating a custom field.

You should see your API names of the Alteryx input tool. Does this help?

Kevin

TGNAlteryx

Hi,

Thank you for your reply. Excuse me but I don't quite get it.

I attached an image of what my options are when configure the connection.

As you can see, yes Salesforce replaces spaces with underscores and append the __c value indicating a custom field.

What am I missing?

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