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Alteryx Designer Desktop Discussions

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How do I query Activities in Salesforce

jhouseslu
7 - Meteor

I am trying to replicate some reports in Salesforce that query Activities. How do I do this in Alteryx? What is the name of the Salesforce Activities object?

2 REPLIES 2
ArtApa
Alteryx
Alteryx

Hi @jhouseslu - Salesforce tools are not automatically installed with Designer. To use these tools, you need to download them from the Alteryx Analytics Gallery: https://gallery.alteryx.com/#!districts/5273c98b20aaf90e787e4319 

 

I recommend you to review the Starter Kit and read the documentation: https://help.alteryx.com/current/designer/salesforce 

 

Hope that helps.

PhilippK
Alteryx Alumni (Retired)

Hi @jhouseslu ,

 

after you set up the connection Salesforce-Alteryx (as described by @ArtApa ), I recommend you look up the required tables here:

https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_...

e.g. ActivityHistory sounds promising for your case.

 

Best regards

Phil

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