Hi data gurus!
I am trying to resolve the limitations that Salesforce has when exporting data with Alteryx.
1. I manage to connect Alteryx to pull Salesforce data.
2. However, instead of object names I get their object codes (so called Field Record ID) so the information becomes unreadable.
I googled it and seems a limitation of Salesforce but want to ask for your valuable experience if you can share it please.
Kind regards,
Tatyana
Solved! Go to Solution.
Tatyana, I also use Alteryx to connect to Salesforce.com but do not experience this issue. Salesforce fields have a display name and an API name. As with most third party tools that connect to Salesforce Alteryx uses the API name. When creating custom fields on a Salesforce object you are able to choose your API name, but by default Salesforce will replace spaces with underscores and append the __c value indicating a custom field.
You should see your API names of the Alteryx input tool. Does this help?
Kevin
Hi,
Thank you for your reply. Excuse me but I don't quite get it.
I attached an image of what my options are when configure the connection.
As you can see, yes Salesforce replaces spaces with underscores and append the __c value indicating a custom field.
What am I missing?
This all looks perfect. Alteryx uses the API names for objects and fields because they are unique, and are required by the salesforce REST API. Display names can be duplicated accross object. The API name is chosen at the time the object is created; however, I would not go back and change the names... too much work and would have far reaching impacts on the system.
One possible solution would be go pull your meta data out of Salesforce. This can be done with a variety of applications. A popular free application is called easy describe:
Hi Tatyana,
The Alteryx Salesforce connector is currently limited to exporting a single table of data.
To receive information into other objects you will need to connect to another table, pull through the relevant fields and 'Join' these onto the main extract using the unique ID's you mentioned as your lookup.
Many thanks,
Charlie
EasyDescribe is a free Force.com developer tool to view and extract object metadata details. Don't waste time clicking through multiple screens to lookup recordtypes, field types, picklists, and other metadata. EasyDescribe it and get everything at once!