Salesforce Input Tool (REST API)

The Salesforce Input tool allows you to query tables from Salesforce.com and read them into Alteryx.

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 access to the SOAP and REST APIs. The SOAP API is used for authentication whereas the REST API is used for data processing. For information on how to set up these APIs properly, please visit Salesforce Help.

Configure the tool

Salesforce Credentials

• URL: Enter your Salesforce URL in the following format: https://[instance].salesforce.com where [instance] refers to the specific server that pertains to your Salesforce environment. (For example: https://na9.salesforce.com).
  
  The easiest way to determine your instance is to log in to Salesforce in a browser at https://login.salesforce.com. Once you are logged in you will be redirected to a URL that contains your instance.
• User Name: Enter your Salesforce user name associated with the Salesforce URL specified above. This is often an email address.
• Password: Enter your password for the Salesforce user name specified above. This information will be encrypted.
• Security Token: You may need to enter your Salesforce Security Token. This information will be encrypted. You can find instructions on how to get your security token from Salesforce Help.
• Connect: Click this button to establish a connection. If the credentials are accurate, the Configuration window will display.

Configuration

• Table: Click a table to read into Alteryx. Type in the search box to filter for a table or browse for a table by using the arrows – but you must click on a table name to register your selection. This list will only include queryable tables. Queryable here is a reference to a flag returned from the API. If this is set to false, then those tables will not be displayed in the list.

Typing in the search box will filter from the start of the table name. So typing “a” will return only tables starting with the letter “a”, typing “ac” will return only tables that start with “ac”, and so on.

• Select Output Fields: Select the fields you wish to retrieve from the above table. When left blank, all output fields will be returned. This field is optional.
• Record Limit: Enter the amount of rows to return. This field is optional.

If the Record Limit option is left blank, all rows will be returned. This option is useful when initially developing a workflow, particularly in conjunction with a Select tool immediately afterward: setting the record limit to 1 and running the workflow is a quick way to generate metadata so that you can rename, reorder, or change the type/size of fields in the Select tool following the Salesforce Input tool.

• WHERE Clause (SOQL): Specify a Query on the table specified above. Query language must be SOQL (Salesforce Object Query Language). This field is optional.

!= Null AND BillingCity = 'Boulder'

• Change Credentials: Click the link at the bottom to change connection details, if necessary.