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[en] Salesforce

[en] Connection Type

[en] Alteryx Tools, ODBC (64-bit)

[en] Type of Support

[en] Read & Write

[en] Validated On

[en] ODBC Client Version 2.2.20

[en] Version

[en] Description

[en] v5.0.10

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

  • [en] Compatible with AMP engine only.

  • [en] Added support for DCM.

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

  • [en] FIPS capable.

  • [en] Added support for OAuth authentication and custom domains.

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

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

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

[en] Known Issues

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

  • [en] Reports return only the first 2000 records.

[en] v4.2.4

  • [en] Fixes defect with Custom Queries failing to parse from the Salesforce Input tool.

  • [en] The Salesforce Input jobs will no longer fail when scheduled or run from the command line.

  • [en] Fixes defect with certificate verification in the Salesforce Input tool.

  • [en] Supports uploading the Salesforce Input tool to Gallery without token.

[en] v4.1.0

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

  • [en] Compatible with Alteryx version 2019.2 and up.

[en] v4.0.0

  • [en] Added ability to query Salesforce Reports.

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

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

  • [en] Compatible with Alteryx version 2018.3 - 2019.2.

[en] v3.1

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

  • [en] Compatible with Alteryx version 11.0 - 2018.2.

[en] Alteryx tools used to connect

[en] Standard workflow processing

[en] Salesforce Input Tool

Salesforce Input Tool Icon

[en] Link

[en] Salesforce Output Tool

Salesforce Output Tool Icon

[en] Link

[en] Salesforce Wave Output Tool

Salesforce Wave Output Tool Icon

[en] Link

[en] Input Data Tool

Input Data Tool Icon

[en] Link

[en] Output Data Tool

Output Data Tool Icon

[en] Link

[en] Data Connection Manager

[en] The Salesforce Input tool version 2.2.0 and later support Data Connection Manager for an easier and a safer storage of your credentials. 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 the published workflows.

[en] Enable AMP Engine

[en] Make sure you have the AMP engine enabled for the workflows which contain the Salesforce Input tool version 2.2.0 and later.