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?
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.
Hi @jhouseslu ,
after you set up the connection Salesforce-Alteryx (as described by @ArtApa ), I recommend you look up the required tables here:
e.g. ActivityHistory sounds promising for your case.
Best regards
Phil