This site uses different types of cookies, including analytics and functional cookies (its own and from other sites). To change your cookie settings or find out more, click here. If you continue browsing our website, you accept these cookies.
I'm using the trial of Alteryx to see whether it can be useful within our company, and the first thing we want to test is whether it can link to Salesforce.
When I try to configure the input it does not connect, and there is no error message explaining why.
- There is a thin pink bar underneath the 'connect' button which suggests that it wants to detail an error but it doesn't (this is where errors have have been detailed previously when I've tried messing with the URL input as a test)
- The password and security token have been reset for this exercise. I can access the account through Salesforce, but not via Alteryx
- The Salesforce account has system admin rights, and the API is enabled
I have actually since been able to connect by adjusting the URL I used. It seems natural to use https://xxx.lightning.force.com, but that doesn't work. When you enter your .lighting.force.com address in a web browser you will see that after you connect it is converted to a csXX.my.salesforce.com (similar to a Classic URL). THAT is the URL you want to use. Unfortunately this means that you will still have to update all of your connections whenever your environment is updated/refreshed, but at least it does connect.
If dynamicsnail's suggestion doesn't work for you, you should outline what you'd like to see on the Ideas page. That's where Development looks to evaluate customer demand. In fact, they value end user comments so much that it will get much more attention if one of you submits the idea than if I did. (Be sure to all go star that idea post after you write it!)