Salesforce Output Tool (SOAP API)

The Salesforce Output tool (SOAP API) has been deprecated. TheSalesforce Output Tool replaces this tool.

The Salesforce Output tool allows you to write to Salesforce.com tables from Designer.

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

Salesforce Login URL: enter your Salesforce URL. If you have already saved a connection history, you can choose a URL from the dropdown.
User Name: enter your Salesforce user name associated with the Salesforce URL specified above.
Password: enter your password for the Salesforce user name specified above. This information will be encrypted.
Security Token: enter your Salesforce Security Token. This information will be encrypted.
Remote Access Consumer Key: enter your Salesforce Consumer Key.
Remote Access Consumer Secret: enter your Salesforce Consumer Secret. This information will be encrypted.
Save Connection History: when checked, the selections specified above will be saved for future use and available via the URL dropdown.
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 will NOT include Salesforce system tables.
Output Options: There are three ways to write to the table. Warn on failure will issue a warning in the Results window. Error on failure will issue an error to the Results window and the workflow will stop processing. Choose from the following:

Update: selecting this option will replace existing records of the specified table with the contents of the input stream.
Insert: selecting this option will add to existing records of the specified table with the contents of the input stream.
Delete: selecting this option will remove the records in input stream from the specified table.

Show Batch Messages: when checked, each batch of records written to the table will be reported to the Results window. Records are written to the table in batches based on the maximum records and maximum characters allowed in a transaction. Therefore the amount of records sent in a batch will vary.