Alteryx Designer Knowledge Base

Definitive answers from Designer experts.
Querying a Salesforce report using the Salesforce Input tool returns a maximum of 2000 records.
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Salesforce Output tool - red box appears with "Error trying to retrieve access token"
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Steps on how to reinstall a Python-based .yxi tool.
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Steps that provide a better "Query Builder" in which you can build and copy SOQL for Salesforce Connectors.
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Some Salesforce users do not use Salesforce Security Tokens. An accepted IP range can be set up instead in Salesforce Admin. This article will walk you through the steps to modify the Salesforce Output tool to be able to be used without a Salesforce Security Token.
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When using the Salesforce Input tool, you can limit the data to a certain timeframe.Alteryx has the ability to use SOQL date queries so that you pull data for a certain time frame instead of pulling ALL of your data and then having to filter out what you are interested in.
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The improvements in our salesforce connectors have been astronomical over the last year and now it is easier than ever to navigate the UI configuration screen and connect to your Salesforce Data!
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If you observe an error message like Error: Salesforce Input (1) File " ", line 1 os.environ['PATH'] = r"... please read on to learn how to adjust the environment variables to resolve it. This can happen with any one of several Connector tools, not just the tool mentioned in the example.
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a guide to effectively use Salesforce Tools
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How to troubleshoot when the Salesforce Output tool does not appear in the tool palette.\n  
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Error: 400 Bad Request - Salesforce Output tool
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ERROR: "Could not build wheels for cryptography which use PEP 517 and cannot be installed directly" while installing OneDrive tools in Alteryx Designer
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Issue   When using the Salesforce Input tool, the following error is seen at run-time:   400: Bad Request     This may only occur on some tables It fails almost immediately after the workflow starts running. It may also been seen on the Salesforce Credentials screen along with the error: invalid_grant: authentication failure     Environment   Alteryx Designer Version 2018.3+ Salesforce Input tool Version 4.0 or 4.1   Diagnosis   Confirm where you are seeing the error. If it is on the Salesforce Credentials configuration page when you click Connect, and you see "invalid_grant", please see Solution B.   Otherwise, validate the query to get a more verbose error log.   1. Use the Query Builder option (this is the default option) and select the Table and Output Fields you want to read in. 2. Change to the Custom Query option and click the Validate button:   3. If you receive the error: "OPERATION_TOO_LARGE: exceeded 100000 distinct ids", see Solution A.     Solution A   The data you are attempting to pull is too large to be returned in one call based on the Salesforce API limits used by the Salesforce Input Tool. Limit the number of results returned by modifying the WHERE Clause (SOQL) in the tool's configuration:     Please see the Additional Resources section below for a guide on SOQL (Salesforce Object Query Language). Here are some suggestions:   Try limiting date fields by relative dates : CreatedDate = THIS_YEAR Try limiting a string field to a certain value: Name='SFDC Computing' You can also combine conditions with logical operators like AND & OR: Name='SFDC Computing' AND NumberOfEmployees>25 For more advanced comparisons, you can perform fuzzy matches by using the LIKE operator.  For example, you can retrieve all accounts whose names start with SFDC by using this condition:  WHERE Name LIKE 'SFDC%' - The % wildcard character matches any or no character. The _ character in contrast can be used to match just one character.     Solution B   The credentials are incorrect. Please confirm your Username, Password, and Token are correct.     Additional Resources   Salesforce Knowledge Base - Write SOQL Queries Salesforce Knowledge Base - Reset Your Security Token
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