Community Spring Cleaning week is here! Join your fellow Maveryx in digging through your old posts and marking comments on them as solved. Learn more here!

Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Rich Text Content - from Salesforce into Tableau

Debster
6 - Meteoroid

Hello Designers,

 

I'm working on a solution for the following situation, help please!

 

Scenario:

Connected to Salesforce API, where some fields are text fields.

One of the text fields contains comments - containing several sentences and special formatting.  Sales team will colorized certain text based on the level of importance or most frequent updates.

 

Problem Statement:

Pull in the text from Salesforce and push through a workflow and into Tableau.  

 

Goal:

I'd like to pull in the text in such a way as to add the rich text to show the color, size and font type. Next is to use this in Tableau.

 

Debster_0-1636667401653.png

Any ideas?  

 

Thanks for stopping by...Deb

 

 

 

2 REPLIES 2
danilang
19 - Altair
19 - Altair

Hi @Debster 

 

For the first part of your process, it looks like rich text comments are returned as Feed Body Items with JSON content similar to this

{
   "body":{
      "messageSegments":[
         {
            "markupType" : "Paragraph",
            "type" : "MarkupBegin"
         },
         {
            "markupType" : "Bold",
            "type" : "MarkupBegin"
         },
         {
             "text" : "First line of text.",
             "type" : "Text"
         },
         {
            "markupType" : "Bold",
            "type" : "MarkupEnd"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupEnd"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupBegin"
         },
         {
            "text" : " ",
            "type" : "Text"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupEnd"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupBegin"
         },
         {
            "text" : "Second line of text.",
            "type" : "Text"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupEnd"
         }
      ]
   }
}

Once you get this, you can parse it out the various Markups to extract the colours.  

 

As far as getting pushing formatted text data into Tableau, I couldn't find any info at all.  Maybe the Tableau forums would be a good place to look for these?

 

Dan

Debster
6 - Meteoroid

Thanks Dan. I appreciate the suggestions. 

Is there a tool in Alteryx that would be able to parse out the markups?

 

Lots to learn here....

Thanks again.

 

Deb 

Labels