*Applies to Alteryx One Professional and Enterprise Edition customers on Designer versions 2025.1+. Use the Salesforce Input tool to query your tables from Salesforce.com and read them into Designer.

Feb 2, 2020 · Create a connection to Salesforce and easily reuse the stored credentials in workflows that include the Salesforce Input tool. Alteryx Server requires stored credentials to successfully run …

Use Alteryx to read and write data in your Salesforce.

Use Salesforce Output to write data from Designer to Salesforce. See Salesforce to learn about known limitations. This tool is not automatically installed with Designer. To use this tool, download it from …

Salesforce Connections You can create connections to your Salesforce instance from the Alteryx One. This connector is designed as a wrapper around the Salesforce REST API.

On the ODBC connection pop-up, access the ODBC Admin at the bottom left of the pane. This will open up a new window outside of Designer. if multiple users will use the machine and SF connection or …

Dec 9, 2021 · Use the Salesforce Input tool to query your tables from Salesforce.com and read them into Designer. Compatible with Designer 2021.4.2 Patch 6, 2022.1 Patch 4 and later. Compatible with …

When attempting to connect to Salesforce using one of the Salesforce tools, the user's SSO credentials are not working. The versions of the Salesforce tools listed above currently do not support SSO …

Sign in with your Salesforce account. Select the gear icon. Select Setup. Select Apps > App Manager. Enter the Connected App Name of your choice, and Contact Email. The site creates the API Name …

Nov 27, 2023 · In Alteryx, drag the Salesforce Input tool onto the canvas, and in the configuration, you can use the Query Builder to select the Salesforce object you want to query. Choose the fields you …