Passing Parameterized Values To The Salesforce Output Tool

[conorsmith]

Hello, I have a use case where I need to pass credentials automatically to the Salesforce Output tool. Currently, I'm leveraging Alteryx data connections to parameterize each input and output tool connection so that when we change from lower environments to higher environments, we can update once in server rather than having to go through and update every workflow's connections manually.

This works for all input and output tools except for the Salesforce Output tool, which requests credentials but there doesn't look to be a way to set a generic alias (e.g., Target_Salesforce) where we update Target_Salesforce with the respective QA, Dev, Prod, etc. connection from a centralized place.

In summary, I need a way to automatically update the credentials in the Salesforce Output tool from lower to higher environments. I'm open to use Python, text input, server data connections, or whatever works.

Please let me know if there's any additional clarity I can provide above, thank you.

[conorsmith]

Here's a visual example of what the credential request looks like in the Salesforce Output tool

[apathetichell · Accepted solution]

throw the salesforce output tool into a batch macro. Use a control parameter/action tool for your parameters.

[conorsmith]

@apathetichell, thank you so much for sharing this -- can you share the attachment of the workflow you built as well so we have a reference on what the macro looks like along with the main workflow?