Salesforce Input Tool

[#1]

Salesforce Input Tool Help Page

Use the Salesforce Input tool to query your tables from Salesforce.com and read them into Designer.

Current version

Salesforce Input Tool v5.0.10 (June 28, 2023)

• Compatible with Designer 2021.4.2 Patch 6, 2022.1 Patch 4 and later.

• Compatible with AMP engine only.

• Added support for DCM.

  • DCM is required for running this connector in Alteryx Server.

• FIPS capable.

• Added support for OAuth authentication and custom domains.

• Fixed issue where Salesforce Input didn’t show all fields and objects. (TPM-1579)

• Fixed issue where Salesforce Input incorrectly parsed PAC file. (TFLN-1243)

• Fixed issue where Salesforce Input didn’t display the configuration window when Designer language was set to French. (TDCE-119)

Known issues

• Reports lists only Recent reports, not all the Reports available to the user.

• Reports return only the first 2000 records.

 

Previous versions

Salesforce Input Tool v4.2.4 (April 28, 2021)

• Compatible with Alteryx version 2019.3 and later.

• If the query filters on a date using the Salesforce Object Query Language (SOQL) datetime syntax, we now parse and return data effectively (DE21310).

• Unsupported JSON parsing will produce a message informing the customer that the results will be output as unparsed JSON.

• Existing Report query option error has been resolved.

• Existing Report workflows can be run from command line without needing to first select options from Query Builder (DE17748).

• If Salesforce access is provisioned by IP address, users can now successfully publish to Gallery without a security token (DE28633).

• Required Python package updates.

Salesforce Input Tool v4.1.0 (June 18, 2019)

• Added support for connecting through a proxy using auto detection and configuration.

• Compatible with Alteryx version 2019.2 and up.

Salesforce Input Tool v4.0.0 (August 27, 2018)

• Added ability to query Salesforce Reports.

• Query Builder and Custom Query return all records (including deleted) by default.

• Add 'IsDeleted=False' in WHERE clause to exclude deleted records.

• Compatible with Alteryx version 2018.3 - 2019.2.

Salesforce Input Tool v3.1 (March 30, 2018)

• Fixes defects for Record Limit under Runtime tab of workflow configuration and passwords containing XML special characters.

• Compatible with Alteryx version 11.0 - 2018.2.

This tool uses a .yxi file format. A .yxi file is a package that includes an Alteryx Tool and all of its dependencies zipped into a single file. When this file is imported into Alteryx, the tool is added to the tool palette in the category specified by the tool.

When sharing a workflow that uses a .yxi tool, the tool is not included and must be installed by the recipient.

[BGirkins]

Confirming the same bug as PAY-TV-BASEBALL. Absolutely obnoxious. It clears out the entire WHERE clause every time you click into the configuration window of the newest SFDC Input tool. Seems like every release just has more issues as opposed to fixes and efficiency gains.

[Mildman]

I am having difficulty in getting my organisation Security sign off to use the Salesforce tool, (we cant see what it does). 

Is there a way to connect directly to Salesforce?

[Mildman]

What is the format used to encrypt the password and token in the Salesforce connection tools?

As when I open the workflow in notepad I can see the Salesforce tool stores the Password and Security Token in an encrypted format.

[Mildman]

Can you get data from Salesforce using just the download tool?

[Alistair]

Hi I've just upgraded to latest version of Designer which has a newer version of the Salesforce input tool and I am getting the following errors when trying to run (the older version of the input tool on my existing workflows does works

Error: Salesforce Input (1): Internal error: Failed to read port assignment
Error: Salesforce Input (1): Internal Error - Deadlock detected (@1)

Does anyone have any ideas what the issue is?

[tcox0630]

This tool is unusable until the WHERE CLAUSE bug is fixed.  Consider the implications while running workflows for bulk updates.  YIKES!

Is the source code available for forks and PRs?

[avinavb]

I have installed the latest Salesforce Input tool v5.0.10 on my designer and Server. The workflow is running perfectly on the Designer, but while uploading my workflow I am getting the error for Salesforce Input tool - cannot receive access token. check your credentials.  

I am using Connect Manually ---> Authentication Method ----> Salesforce Credentials

When I am trying to use the older version Salesforce Input Tool v4.2.4, I am able to upload and run successfully on the Server.

Is there some bug with the latest version or some config error, can anyone please confirm and help here?

[BGirkins]

@tcox0630 couldn't agree more. but I am sure it will take another two years before an update is made. and even then, something else will break. total joke what these once-awesome input tools have become.

@avinavb you need to be using DCM in order to have it on Server. Connect Manually does not work outside of desktop I believe.

[Logan_Coffey]

Is anybody else using the latest version and having issues pulling any tables?

I see where it makes the connection to Salesforce on the backend, im not worried my token is wrong.. When running the workflow, plugin class successfully loaded, then the workflow just runs forever.

 

[PAY-TV-BASEBALL]

Logan_Coffey - Were you able to find out the reason for the tool to just constantly run without finishing? I am running into this issue with a simple Case Insert.