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Connecting to Salesforce
In order to use the Salesforce Input or Output tools in Alteryx, you must first connect to Salesforce using your Salesforce credentials:
Environment - Choose the environment that you wish to utilize for the data pull. We will automatically find the host name based on your email address.
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, the pre-existing query will already exist 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.
This option will allow you to pull any pre-built reports and their data that already exist in Salesforce. Simply select the report you which to read in and run the workflow.
Salesforce Output Tool (Writing to Salesforce)
Connecting to the Salesforce Output is identical to the Salesforce input tool. URL, User Name, Password, and Security Token are all required credentials to connect to the API.
There are only two options that need to be selected in the Salesforce Output tool. Both are required.
Table: Select a table to write to from the list of tables available
Output Operation: Select the operation for how you will write the data to the table. The three available options are Update, Insert, and Delete.
** If you want to overwrite values in Salesforce with null values, use “#N/A” instead of “null.” You can accomplish this with a replace function in the Formula tool.
Basic Troubleshooting steps:
Error: “Unable to reach SOAP API (Check URL)”
-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: “The following fields are not updateable members of the target table: (table)”
This error is telling you that your Salesforce administrator has locked the fields from being updated, and you will have to work with them determine what can be updated.
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 directly when you log in a browser. This authentication is not supported by the connector, and will not work. You must use credentials that log you in directly into Salesforce for the tool to work.
*See the “Common Issues” section of this Community article by @JordanB for more common issues and troubleshooting steps.
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.
The following error appears when configuring your credentials in the Dynamics CRM Tools, Azure Data Lake Tools, OneDrive Tools, or the PowerBI Output tool:
The reply url specified in the request does not match the reply urls configured for the application
Dynamics CRM Tools
Azure Data Lake Tools
PowerBI Output tool
Windows Operating System
The redirect URI specified in the Azure application for the respective connector has not been set or has been configured with the wrong URL.
Set the Redirect URI in your Azure application to https://login.live.com/oauth20_desktop.srf
If you do not have permissions to do this, please contact your Azure administrator
If you do have permissions, follow the instructions from Microsoft's documentation: Add redirect URI(s) to your application
Azure App Service error: AADSTS50011: The reply address does not match the reply addresses configured for the application
Azure ML Text Analytics Macro
This API has now been depreceated by Microsoft and has been replaced by the Microsoft Cognitive Text Analytics Macro API.
The collaboration between Alteryx and Microsoft is growing and the ability to take advantage of Azure Machine Learning is becoming increasing popular! The Azure ML Text Analytics macro makes this process easy and seemless without having to battle lines of code to perform Sentiment Analysis and Key Phrase extraction.
To use this macro you will need to create a Microsoft Account, as well as signing up to the Microsoft Azure Marketplace. Within the Azure Marketplace you can choose from the various different subscriptions depending upon the amount of text analytics you want to run. Once you have chosen your subscription if you go to 'My Account' it will give your 'Primary Account Key' which is what you will need to insert into the Azure ML text analytics macro to make it run.
Once you have inserted the Account Key you can select the field you wish to run the Text Analyisis on and then choose the type of Analysis.
To find out more about the types of Analysis and the Azure Machine learning please sign up to Cortana Analytics and this will give you additional information on the machine learning API used by the Azure ML Text analytics macro.
Again if you have any issues with the tool please do not hesitate to reach out to Support
Client Services Support Engineer
In Designer v10.1, there are four components to making Salesforce connections in the Designer Salesforce tools:
Making sure you have the correct Salesforce URL; it would look something like https://[instance].salesforce.com. For an example, I've posted one that I use below:
Your Salesforce username
Your Salesforce password
A Security token that you can recover from your Salesforce administrator or using the steps below (if you have the sufficient privileges from your Salesforce admin): In Salesforce.com, click on the picture icon in the top right hand corner and click on my Settings Click on Personal > Reset My Security Token
This will send out an automated email with your security token. Voila! You should be ready to connect!
If you have trouble connecting thereafter, please consult our help pages or the Client Services team!
By combining Alteryx and Microsoft Power BI, organizations can streamline and accelerate the process of preparing and analyzing data. This provides a faster way to deliver an end-to-end experience for data access, preparation, analysis, visualization and consumption — delivering deeper business insight faster with a more complete set of data.
To go along with our example on how to download a file from FTP, we’ve assembled steps in the attached workflow (credentials, server removed) as an example of uploading a file to FTP. In this example (attached) I’ve encoded a string field as a Blob to be posted as a text file. Theoretically, all your fields could be concatenated to a CSV format, or another delimited format, to be converted and posted using the same steps:
My field string to be converted:
1. First identify the field to be converted to Blob in your Blob Convert Tool:
2. Specify in a Formula Tool your FTP URL and filename in the format URL/filename.extension:
3. Have your Download Tool use this field as the URL field in the Basic Tab:
4. In the Payload tab specify the HTTP action PUT and select the option “Take Query String/Body from Field” and specify your Blob field:
5. Specify your credentials in the Connection tab of the Download Tool, leave all other configuration options default:
6. Run the workflow!
After running, you should be able to confirm the successful transfer of your file in the DownloadHeader field returned from the Download Tool (it'll also be hosted on your FTP path):
Take a look at the results below:
In a previous article , we've shown you how you can upload to FTP using the Download tool. With the release of Alteryx 10.5, the Download tool now supports uploading to SFTP . With this addition, we'll take the opportunity to show you some more examples of uploading data to SFTP/FTP and show you how seamless it can be.
Web scraping, the process of extracting information (usually tabulated) from websites, is an extremely useful approach to still gather web-hosted data that isn’t supplied via APIs. In many cases, if the data you are looking for is stand-alone or captured completely on one page (no need for dynamic API queries), it is even faster than developing direct API connections to collect.
API connections give access to many web-based applications, database systems, or programs by exposing objects or actions to a developer in an abstracted format that can easily be integrated into another program.
As currently designed, the Amazon S3 Download tool only allows one file, or object, to be read in at a time. This article explains how to create a workflow and batch macro that will read in the list of objects in a bucket and allow you to filter for the file(s) you want using wildcards!
To do your best data blending, it is a critical need to have the flexibility to connect to as many data stores as possible. No puzzle reveals a complete picture without all the pieces in place, and the same adage holds true in analytics. While we’re proud to boast a list of supported input file formats and data platforms that may even be large enough for database storage itself, unfortunately, in the ever expanding world of data you just can’t catch them all. Enter the Download Tool . In addition to FTP access, this tool can web scrape or transfer data via API (check your data source – there’s almost always an API!), giving you access to even the most secluded data stores. With the examples compiled below, and the wealth of data accessible on the web, you can turn nearly any analytical puzzle into the Mona Lisa :
So we’re now downloading all the network-shared documents we want thanks to instructions posted on our Knowledge Base, and we’re on our way to mastering FTP in Alteryx. But what if we want to take it a step further? A lot of our users rely on FTP as a drop zone for datasets that are generated periodically (e.g. weekly, monthly, or quarterly datasets). We should then be able to schedule a workflow to coincide with those updates, automatically select the most recent dataset, crank out all the sweet data blending and analytics we have in our scheduled workflow, and proceed with the rest of our lives, right? Right. We can do just that, and with a little work up front, you can automate your FTP download and analysis to run while you’re enjoying the finer things in life. Here’s how in v10.1: