Salesforce Input Tool (SOAP API)
The Salesforce Input tool allows you to read and query tables from Salesforce.com into Alteryx.
Tool requirements
Before you can use this tool, Remote Access on Salesforce.com must be established. This must be set up by your own DBA who needs to grant you API access. In order to configure this tool you will need your Salesforce User name and Password, Security Token, Remote Access Consumer Key, and Consumer Secret. Your user name, password and security token will be provided by your DBA. The Remote Access Consumer information is found in Salesforce under Remote Access Authentication.
Configure the tool
Credentials Tab
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Salesforce Login URL: enter your Salesforce URL. If you have already saved a connection history, you can choose a URL from the dropdown.
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User Name: enter your Salesforce user name associated with the Salesforce URL specified above.
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Password: enter your password for the Salesforce user name specified above. This information will be encrypted.
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Security Token: enter your Salesforce Security Token. This information will be encrypted.
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Remote Access Consumer Key: enter your Salesforce Consumer Key.
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Remote Access Consumer Secret: enter your Salesforce Consumer Secret. This information will be encrypted.
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Save Connection History: when checked, the selections specified above will be saved for future use and available via the URL dropdown.
Table Tab
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Table: enter the table name or click
to browse for a list of available table names to read into Alteryx. This list will include Salesforce standard and custom tables. This list does not include Salesforce system tables. -
Record Limit: enter the amount of rows to return. When left blank, all rows are returned.
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Include Row Identifier: when checked an additional row ID field is retuned.
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Fields to Output: an embedded Select tool controls which fields to include in the read.
Query Tab
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Specify a Query on the table specified on the Table tab. Query language must be SOQL (Salesforce Object Query Language)