Yxdb to Salesforce migration

[priyaraghuveer1990]

Looking for a workflow that loads data from yxdb to Salesforce. If anyone has a sample workflow to share, that would be very helpful for me as I'm really confused. Thanks.

[alexnajm · Accepted solution]

Sample workflow will be difficult to share since the Salesforce connection will be unique to you. But based on your description it should just be Input Data —> Salesforce Output. https://help.alteryx.com/20241/en/designer/tools/connectors/salesforce-output-tool--new-.html

The Salesforce Starter Kit may give you an example

workflow: https://www.alteryx.com/starter-kit

[Raj]

To load data from a .yxdb file to Salesforce in Alteryx, you'll typically need to configure the Salesforce Output tool or use the Salesforce Input tool in a more complex setup.

Here's a sample workflow outline:

Input Tool: Start with an Input Data tool to read from your .yxdb file.
Data Preparation: Use tools like Select, Filter, and Formula as needed to clean or transform your data to meet Salesforce's requirements.
Salesforce Output Tool:
Add the Salesforce Output tool.
Configure the tool with your Salesforce credentials and specify the target object (e.g., Account, Contact).
Map your fields from the .yxdb file to the fields in Salesforce.

Ensure that:

Your .yxdb fields match the Salesforce data types closely.
You use the Salesforce bulk API if you're dealing with a large dataset.
This basic setup should help get your data into Salesforce. If you encounter specific errors or configuration issues, feel free to share, and I can help troubleshoot.