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It's the most wonderful time of the year - Santalytics 2020 is here! This year, Santa's workshop needs the help of the Alteryx Community to help get back on track, so head over to the Group Hub for all the info to get started!
Use the same username and password for salesforce.com
Type these into the respective text boxes
Step 3: Security Token
Please see this article to retrieve your security token
Step 4: Connect
Once you have entered all the information you should be able to connect and the configuration window will change to the Table and Optional parameters
Step 5: Choose a table and Output Fields
Once you choose a table it will automatically populate with the available output fields. In the drop down you will have the option to select multiple output fields if you would like.
Step 6: Record Limit and WHERE Clause (SQQL)
You can choose a record limit and choose to be more specific in your table search using the WHERE clause. For example, I may want to only look for a specific Account in the salesforce table, so the statement would look something like Account = ‘Jordan Barker’.
Step 7: You've done it! Run the workflow!
Once you have entered all of the necessary information you can now run the workflow and retrieve the Salesforce data.
Tips and Tricks
Make sure from your Salesforce Admin that you have the necessary permissions to read and/or write tables. If you do not have these permissions you will receive a salesforce error from the tool.
Try some sample data
Depending upon the amount of data you are pulling into Alteryx it might be worth just doing a test with some sample data. Once you have confirmed the configuration is working correctly leave the record limit box empty and it will return all records.
If you want to change your credentials please select the change credentials hyperlink on the second configuration screen in the tool.
Check your tables!
When using the Salesforce output tool all tables need to exist. This tool will not create new tables in Salesforce.
If your password expires in Salesforce you will receive a pop-up error message in Alteryx. Currently, there is no Alias option for the Salesforce Connector therefore if you're password expires you will have to manually go and change it in each connector. This is something we are looking at internally to try and create an Alias for similar to that available with the database connections.
For the time being the easiest alternative is to have your salesforce admin create a generic login and set this password to never expire. If this is not an option you can go to User Settings > Advanced > Disable Auto Config and this will allow you to change the password in your salesforce connectors without getting locked out and the error message popping up.
‘Error: Salesforce Output: The following fields are not members of the target table’
Please check that all the tables and output fields exist. As stated above the Salesforce Output tool will not create new tables or fields
‘Salesforce credential disappearing'
Please check to see if you have read/write/modify privileges for three directories that the connector uses.
Default macro directory (you can find the path in Options >> User Settings >> Edit User Settings >> Macros, take the search path from there)
Temp file directory (you can find the path in Options >> User Settings >> Edit User Settings >> Defaults, listed under “Default Temporary Directory”)?
Just right click on each one of those folders and select “Properties.” In there, just make sure in the General tab that read-only isn't selected.
You should also navigate to the Security tab to double check that your user group or username is listed with full access.
Please also check to make sure these directories aren't running out of space.
Please check your permissions to the tables and output fields with your Salesforce Admin
‘Error Sending Request URL Using bad illegal format or missing URL’
Please use Salesforce.com and copy and paste the URL into the configuration window
'INVALID_LOGIN: Invalid username, password, security token; or user locked out' or 'Alteryx doesn’t support connecting to Salesforce without the security token'
Locate the SFDC plugin within your 10.6 installation (for admin this will be likely be C:\Program Files\Alteryx\bin\HtmlPlugins\SalesForceInput, for non-admin C:\Users\[your user name]\AppData\Local\Alteryx\bin\HtmlPlugins\SalesForceInput) and make a backup of this folder to be able to revert if necessary
Overwrite the contents of the above folder with new files here
As always if you have any issues please do not hesitate to reach out to Support