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Alteryx Knowledge Base

Definitive answers from Designer experts.

The 'How to Guide' to the Salesforce Connector

Alteryx
Alteryx

The ‘How to Guide’ for the Salesforce Connector

 

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.

 

From here in the salesforce connector will refer to both the Salesforce Input and Salesforce Output

 

There are a few things you will need in order to use the salesforce macros

  • To use this tool you will need to have access to Salesforce.com
  • You will need permissions to either read Salesforce Input and/or write Salesforce Output
  • You will need the internal server salesforce.com URL (Find this here)
  • Your specific Username and Password
  • Your salesforce security token

Step 1: Find your salesforce.com URL

Step 2: Username and Password

  • 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

Pic 1.png

 

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.

 

Pic 2.png

 

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’.

 

Pic 3.png

 

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

 

Check First

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.

 

Change credentials

If you want to change your credentials please select the change credentials hyperlink on the second configuration screen in the tool.

 

Pic 4.png

 

Check your tables!

When using the Salesforce output tool all tables need to exist. This tool will not create new tables in Salesforce.

 

Password Expiry

If you're 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.

 

Common Issues

 

‘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.
  • C:\Program Files\Alteryx\bin\RuntimeData\Macros\Supporting_Macros,
  • 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.

 

‘Access Denied’

 

  • 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 above folder with new files here

 

As always if you have any issues please do not hesitate to reach out to Support

 

Best,

 

Jordan Barker

Client Services Support Engineer

Comments
Asteroid
Hi,
Have you seen the issue where the list of tables to choose from does not include all Salesforce tables? It's supposed to be possible to type in other table names and use them, but I've found that Alteryx ignores/doesn't respond when I try typing in table names that I know exist.
Any suggestions for this problem?

Thanks.

Hi Asteryx,

 

What I have seen in past is we can type the (full) table name, it might not work exactly like typing a part of the table name and getting the entire table name as a hint. But if one types the entire table name and then clicks somewhere outside in the workflow designer canvas/pane it has worked for me.

 

Thanks,

Rohit Bajaj

Meteoroid

Hello,

 

I'm new to Alteryx and have a question about pulling data from Saleforce. I was pull data from Salesforce objects, but our group mainly use the data from a few reports, which we built using quite a few custom fields. Is there a way to pull data from Salesforce reports?

 

Thanks,

Vincent

Hi Vincent,

 

Looking at the below post ... seems it is not readily available.

 

https://community.alteryx.com/t5/Alteryx-Product-Ideas/Salesforce-Input-import-custom-reports/idi-p/...

 

Thanks,

Rohit Bajaj

 

Meteoroid

Thanks Rohit. I contacted Alteryx sales and support teams and they confirmed that it is not available currently, but on the roadmap.

I have posted a new idea in the Allteryx Idea Center as they suggested. Please encourage folks who may need this capability to "Star" it:

 

https://community.alteryx.com/t5/Alteryx-Product-Ideas/Create-new-connector-to-pull-Salesforce-Repor...

 

 

Thanks all,

 

Vincent

Asteroid

 

Sign into this website  (https://workbench.developerforce.com) and you can see all the tables you have access to. If you are not seeing them here you need permissions changes or in some cases licenses. 

 

For example, using the Alteryx SalesForce Read tool I do not see OpportunityLineItem however it does show up using this website.The Alteryx SalesForce.com tool can read the table when I explicitly type the table name in.

 

 

Hi - does the Salesforce connector automatically default to using the '18 Digit ID?'

 

For example, the contact table has both an 'ID' field and an '18 Digit' ID' field. When using these fields in Salesforce directly:

 

ID = 15 Digits

18 Digit ID = 18 Digits

 

However, when using the Salesforce connector, the 'ID' field is now 18 digits long. Essentially, there is no 15 digit contact ID field available to use. Do you have any insight?

Meteoroid

Hi 

How can we do achieve upsert functionality in salesforce environment?

 

Thanks

Asteroid

@tpxmetsfan14, I believe the 18-digit ID is the same as the 15-digit ID if you just remove the last three characters. The last three characters turn the 15-digit IDs into case insensitive values, so, for example, 123BbBbBbBbBbBb is treated as the same by some applications as 123bBbBbBbBbBbB, but with the 3 extra characters, these two will always be different regardless of case.

 

@vijayasaharan, It looks like the Salesforce output doesn't have upsert available: https://help.alteryx.com/10.0/HTML-SalesforceOutput.htm

I would investigate pulling all the data in to Alteryx first and deciding in your workflow what needs to be inserted and what needs to be updated and then send that into Salesforce appropriately. I haven't done this, so it's just an idea for you.

Meteoroid

Thanks, I went ahead and did it (pull all data from salesforce, do a join with an external ID and do one insert and one update operation). It all worked out great.  

 

I have one more question. I would like to send an email once my process runs, I found the events window and I was able to get the basic email, but my question is how can I get some custom data. Lets say I inserted 40 records and updated 120 records. Is there a way I can do this?

 

Also how can I update a field in salesforce to indicate that this load complete in another table after the insert, how can I do this? I can not go add another salesforce output to the salesforce output. Any direction would be really.

Asteroid

Hi,

Your second question looks like something for a new thread - it's not related to the Salesforce connector.

Maybe someone else will chime in with an answer to your second question. I'm not  an expert on outputs - just trying this myself, now. My first guess is to use a Stop Until Done tool (or is there a newer version of that now?), but you still need to collect a relevant ID field from the first task so that the "complete" field refers to the correct event.

Good luck.

Atom

Is anyone else getting an error when trying to install the SalesForce Input tool?Capture.PNG

Alteryx
Alteryx

@BCHEN

 

Please contact support@alteryx.com with this error message.

 

Best,

 

Jordan

Alteryx Partner

@JordanB wrote:

Change credentials


 

Password Expiry

If you're 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.

 



Hi Jordan

Can you confirm whether this has been addresses yet please?

Best,

Steve

Meteoroid
As a workaround,we have created an account and have set the password to not expire in salesforce . I know this is not an answer to your question, but just a suggestion.

Sent from my iPhone
Alteryx
Alteryx

@Analytics_Flow this has not been addressed in the tool to date. Please feel fee to suggest this in the ideas section of the designer.

 

If a generic password (service account) option is viable I would suggest using this option.

 

Best,

 

Jordan