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URL - The URL of your salesforce instance in the format: https://[instance].salesforce.com where [instance] is the domain of your Salesforce environment.
User Name - Salesforce username (often an Email address).
Password - Password associated with Salesforce account.
Security Token - If necessary, you can send a new token to your email by logging in to Salesforce, going to “My Settings”, and selecting “Reset My Token” under the “Personal” tab.
Once you click the ‘connect’ button, Salesforce will authorize your credentials, and you will be able to begin using the tool to query Salesforce data.
Salesforce Input Tool (Querying Salesforce)
The Query Builder has four fields that allow you to select the data you would like to pull from Salesforce simply, without having to write full SOQL (Salesforce Object Query Language) statements:
Table: Select the table you would like to pull fields from. *The list only includes ‘Queryable’ tables as defined by the flag ‘Queryable’ set to true or false returned by the API call.
Fields (optional): Select the fields in the table you need data from. If no fields are selected, all fields will be pulled.
Record Limit (optional): Place a MAX on the number of records you will pull.
WHERE Clause (optional): Using a SOQL statement, specify the conditions that you require for the data you pull. *You do not need to include ‘WHERE’ in the statement. Ex. AccountID = ‘2543456’
It is best practice to limit the records you bring in with the Fields, Record Limit, and WHERE clause arguments in the Salesforce Tool instead of bringing in all of the salesforce data, and then filtering down the data with tools in Alteryx.
If you prefer Querying Salesforce using SOQL, you can use the Customer Query to write out SOQL statements. For full SOQL Syntax, see this link. If you began using the Query Builder, and decided to change to the custom query, you will be prompted in the Custom Query Builder to pull in the query you began in the Query Builder in full SOQL syntax:
Below the SOQL Query text box is a check box for “Attempt to Parse JSON Response.” With this box checked (the box is checked by default), Alteryx will attempt to parse the response returned from the API call for quick viewing in the results window. If the box is left unchecked, the API response will be returned in one field titled “JSON.” You can parse this response using the JSON Parse tool in Alteryx.
Next to the “Attempt to Parse JSON Response” check box is a “Validate” button. Clicking this button prior to running the workflow will submit the query to Salesforce to determine if it valid. It will also check to see if the response from the API will be able to be parsed automatically, which should prompt you to leave the “Attempt to Parse JSON Response” check box selected.
-Check to see if your username needs to have the domain attached (eg. JonDoe@alteryx.com).
-If you’ve ensured that the URL is correct, this may be a proxy issue. Alteryx should pick up the proxy settings, but you may need to enable them manually by going to Options->User Settings->Edit User Settings->Advanced. There is an article on the community that walks through this.
-The tool requires that your Salesforce account is API enabled. You may have to work with your Salesforce administrator for granting your account API User Permissions.
Error: “INVALID_LOGIN: Invalid username, password, security token; or user locked out.”
After you have confirmed that your credentials are correct, and you are not locked out of Salesforce, check to see if your company uses SSO (single-sign-on) for Salesforce. You can check this by seeing if Salesforce requires a password when you log in a browser. This authentication is not supported by the connector, and will not work. Custom domains are also not supported by the tool. Check to see if you are using a custom domain to log onto salesforce. You will know you are using a custom domain if this screen appears when logging in to Salesforce:
Because there are “two pages”/steps for authentication, and the tool can only send one request, this type of authentication is not supported.
Salesforce has a maximum length for SOQL statements, which is set at 20,000 characters by default. There is also a maximum length of 4,000 characters for the WHERE clause. Other SOAP API call limits can be found here.
As the API accepts data in batches which have limits, the output tool contains logic to take care of the batching. Please see this link for more details.