Alteryx Designer Ideas

Share your Designer product ideas - we're listening!
Submitting an Idea?

Be sure to review our Idea Submission Guidelines for more information!

Submission Guidelines

Featured Ideas

Dear Developers,

 

it would be great, if SSO would be possible for Salesforce connector. 

Our company is not so much in favor distributing log-in details for a service account. 

If there is already a solution in place, than perfect, but if not, I guess this functionality would be a lever to use Alteryx in our company.

 

 

Best Regards,

Johanna 

There is no way to natively connect to Microsoft Dynamics 365 F&O. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation can be found here: https://docs.microsoft.com/en-us/dynamics-nav/api-reference/v1.0/

 

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

  • Configuration Window to log into a Microsoft Dynamics 365 F&O account
  • Configuration Window to select the following
    • 1 or more companies ("all" should also be an option)
    • The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
    • Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

There is no way to natively connect to Xero. We also cannot use the download tool to connect to the API as it requires an OAuth2 Bearer Token generation step. Documentation for Xero can be found here: https://developer.xero.com/documentation/

 

I would request a tool similar to the Salesforce Input tool to be created.

Suggested process:

  • Configuration Window to log into a Xero account
  • Configuration Window to select the following
    • 1 or more companies ("all" should also be an option)
    • The specific "table" or "api call" you want to query - for example the "Sales Invoice" Data
    • Date Range filter (both from + to date combination as well as some generic "this month", "previous month", "this quarter" kind of selections)

I would also request that this tool be developed so that it can run on Server and Analytics Hub so that we can run end to end automation.

This may be a bit of a pipe dream but having an interface that would automatically and efficiently implement quantum computing functionality against different back ends would position Alteryx to be a user friendly interface to the quantum computing realm. My feeling is that, at the end of the day, most people will know quantum programming about as well as they currently know GPU programming, which is to say not at all. They'll need an easy-to-use tool to translate their wants to some form of quantum speed-up. Q#, Qiskit, Cirq and Bra-ket are neat, but suppose Alteryx had a "quantum solver" tool that would handle a lot of the dirty work of setting up, say, a quantum Grover Search, where the user just describes what they need.

 

I know some of the heavy hitters are already trying to simplify the interface to the quantum realm (e.g. as of 1/1/2021: Google CirqMicrosoft Q#IBM Aqua, AWS Braket all moving beyond basic enablement into realms of user friendliness.)

 

Just a thought!

 

0 Likes

We aren't getting a huge amount of help from support on this, so I'm posting this idea to raise awareness for the product teams responsible for the Salesforce connectors and the embedded Python environment.

 

This post from user Dubya describes the issue in detail:

 

I have a workflow with several salesforce tools in it, which works fine on my machine. But we need another alteryx user in our office to be able to access, run and maintain the workflow too, via their machine and copy of alteryx designer.

However we're finding that the salesforce inputs and outputs can only be authenticated on one machine at a time.

When the other new user opens the original workflow from the shared network location, the salesforce tools display an error "Salesforce Input (1): {'error': 'invalid_grant', 'error_description': 'authentication failure'}" and the tools fail to load any data. But we can see the full query in the tool and we can even set the custom query option and validate the query successfully, which suggests the source is being correctly connected to and queried, but we just cant run the tool.

The only way to run the tool successfully is to change the credentials and re-authenticate the tool. However this then de-authenticates the original machine, and when we open up the workflow on there and try to run ying the workflow brings back the same error.

We've both tried this authentication back and forth on our own machines and each time one of us re-authenticates, it de-authenticates the other, leading to it triggering the error.

Can someone help explain what's going on and how to fix it, as this doesn't bode well for our collaboration.

We're both running:
The latest build of version of designer 2021.2 (original machine also running desktop automation)
Salesforce Input Tool v4.1.0
Salesforce Output Tool v1.3.0

My response here identifies that this is a problem for our organization as well:

 

We're experiencing the same issue. It appears to be related to how the tool handles password and security token decryption. I've found that when you modify the related registry entry from "true" to "false", you can see in the tool's xml that the encrypted password and security token are still in there. I'm not sure what else is going on behind the scenes beyond that, but that ought to be addressable by the product teams handling the Salesforce connectors and the Python installation embedded in Designer.

The only differences in our environment compared to u/Dubya's are that we're running on 2020.4 and attempting to use Salesforce Input Tool v4.2.4.

 

This is a must have for anyone who needs the ability to share workflows among multiple users. This is part of a series of problems that these updated connectors have been plagued with since introducing them years ago, and no one at Alteryx seems to care enough to truly fix the problems. Salesforce is a core system for our organization, so having tools that utilize the latest version of Salesforce's APIs is very important to us. The additional features that the Input tool provides are welcome, but these bugs have to be sorted out in order for us to extract any kind of value out of them. If the "deprecated" Salesforce tools were ever to be removed from Designer while there are issues with the "new" connectors, we would have no choice other than to never upgrade Designer/Server again and be forced to look for another product to serve as our ETL platform.

 

Please, please, please address this.

0 Likes

To allow users to pull data from Power BI, eg. datasets and usage data, to allow it to be manipulated in Alteryx. 

0 Likes

Hi Team,

 

I have an idea where we can use Alteryx to build a virtual Assistant. As we are currently using Intelligent suite extract information through pdfs. Now we can connect the VA and Intelligent suite to offer a complete product.

 

Please let us know your views,

Top Liked Authors