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Salesforce

Connection Type

Alteryx Tools. The latest version is available from the Alteryx Marketplace.

Type of Support

Read & Write

Validated On

ODBC Client Version 2.2.20 also available for the Input and Output Data tools.

Salesforce Tools Release Notes

Version

Description

v5.1.4

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

  • Compatible with AMP engine only.

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

  • The Salesforce tools default Time and DateTime precision to milliseconds to avoid extra trailing zeros, while still supporting nanosecond resolution when required by the workflow. (TPM-4753, TPM-4736)

  • Fixed issue where the Salesforce tools ignored the proxy settings on Server. (TPM-4647)

  • Fixed issue where Server couldn’t run workflows with the Salesforce tools because they were dependent on access tokens from Designer. (TPM-4846)

  • Fixed issue where the Designer Developer Tools exposed secret values in the returned JSON files. (TPM-4788)

v5.1.3

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

  • Compatible with AMP engine only.

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

  • Added support for custom Salesforce domains when using DCM.

  • Improved the authentication.

  • Updated the SDK to version 2.4.2.

  • Updated the API to the latest version.

  • Fixed issue where the Salesforce tools ignored the PAC script when using DCM. (TPM-4620)

  • Fixed issue where the Salesforce Input tool failed to read certain date-type columns. (TPM-4604)

  • Fixed issue where the Salesforce Output tool couldn’t display field mapping for the update operation. (TPM-4519)

  • Fixed issue where the Salesforce tools displayed "Access Denied" if the security token wasn’t created in DCM. (TPM-4507)

  • Fixed issue where the Salesforce tools didn’t have the API version aligned according to the front-end tag. (TPM-4493)

  • Fixed issue where the Salesforce tools couldn’t connect using custom domain. (TPM-4488)

  • Fixed issue where the Salesforce tools warned of unexpected truncation of timestamps. (TPM-4368)

  • Fixed issue where the Salesforce Input tool truncated values when using nested relationship objects in a custom SOQL query. (TPM-4367)

  • Fixed issue where the Salesforce Output tools ran indefinitely if the workflows contains multiple Salesforce Output tools. (TPM-4268)

  • Fixed issue where the Salesforce tools displayed multiple API versions as selectable options. (TPM-4264)

  • Fixed issue where the Salesforce Output tool failed to write data with the insert and update operations. (TPM-4248)

  • Fixed issue where the Salesforce tools couldn’t read percentage data type correctly. (TPM-4174)

  • Fixed issue where the Salesforce tools returned an error with custom date fields. (TPM-4051)

  • Fixed issue where the Salesforce tools returned "Error code 400: Bad request syntax or unsupported method". (TPM-3982)

  • Fixed issue where the Salesforce tools displayed slow performance. (TPM-3919)

  • Fixed issue where the Salesforce Input tool returned the versionData field as a URL instead of a document body. (TPM-3662)

Known Issues

  • Certain fields appear as Null after upgrading to the new version of Salesforce tools. (TPM-4805)

  • SDK connectors ignore proxy on Server (Gallery). (TPM-4647)

  • Designer HMTL developer tools expose secret value in the returned JSON. (TPM-4788)

  • Queries return null records in the Salesforce Input tool. (TPM-4641)

v5.1.2

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

  • Compatible with AMP engine only.

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

  • Updated to run on Designer and Server 2024.1.

  • Fixed issue where Salesforce Input failed after running 45 minutes. (TPM-3556)

  • Fixed issue where the source and description metadate were missing. (TPM-3486)

  • Fixed issue where the Salesforce tools ignored proxy settings. (TPM-3358)

  • Fixed issue where Sales Input returned the "Error code 401: No permission -- see authorization schemes" error. (TDCE-449 and TDCE-361)

v5.1.1

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

  • Compatible with AMP engine only.

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

  • Updated to run on Designer and Server 2024.1.

  • Fixed issue where authentication via Custom OAuth application didn’t work. (TFLN-1912)

  • Fixed issue where Salesforce Input ran indefinitely when configured to read an empty dataset. (TPM-2453)

Known Issues

  • Salesforce Tool 5.1.1 isn’t working on Designer FIPS and Server FIPS. As a workaround, please use version 5.1.0. (TFLN-1982)

  • Source and Description metadata are currently missing in workflow results. (TPM-3486)

v5.1.0

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

  • Compatible with AMP engine only.

  • Added support for DCM to Salesforce Output.

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

  • Salesforce Output is now FIPS capable.

  • Improved performance of the auto-configure feature.

  • Added the dry-run option to Salesforce Input.

  • Fixed issue where Salesforce Input 5.0.10 incorrectly parsed data types. (TFLN-1676)

v5.0.10

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

  • Compatible with AMP engine only.

  • Added support for DCM.

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

  • FIPS capable.

  • Added support for OAuth authentication and custom domains.

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

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

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

Known Issues

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

  • Reports return only the first 2000 records.

v4.2.4

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

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

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

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

v4.1.0

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

  • Compatible with Alteryx version 2019.2 and up.

v4.0.0

  • Added ability to query Salesforce Reports.

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

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

  • Compatible with Alteryx version 2018.3 - 2019.2.

v3.1

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

  • Compatible with Alteryx version 11.0 - 2018.2.

Salesforce Output Tool (Deprecated) Release Notes

Version

Description

v1.3.1

  • Updated tool metainfo.

v1.3

  • Updated the Salesforce API version in macro engine.

  • Fixed defect to escape characters correctly.

v1.2

  • DateTime fields are converted to YYYY-MM-DDThh:mm:ss.sss automatically.

  • Fixed issue where the "Table name is required" and "Output operation is required" error messages appeared even though the user was not logged in yet.

Alteryx Tools Used to Connect

Standard Workflow Processing

Salesforce_Tools Salesforce Input Tool

Salesforce_Tools Salesforce Output Tool (New)

Salesforce Wave Output Tool Icon Salesforce Wave Output Tool

Salesforce Output Tool Icon Salesforce Output Tool (Deprecated)Salesforce Output Tool Icon Salesforce Output Tool (Deprecated)

Input Data Tool Icon Input Data Tool

Output Data Tool Icon Output Data Tool

Data Connection Manager

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.

Enable AMP Engine

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

Custom Salesforce API Application Setup

To set up a custom API application for this tool, see our guide.

Custom Salesforce Domains

The Salesforce tools support custom Salesforce domains.

To connect to a custom domain manually...

  1. In the Salesforce tools configuration window, select Use custom environment url.

  2. Enter your custom domain in Custom Environment.

To connect to a custom domain using DCM...

  1. Select Set Up Connection. DCM opens.

  2. Select +New. The New Data Source windows opens with Salesforce technology pre-selected.

  3. Select Custom in Environment.

  4. Enter your custom domain in Custom Environment.

  5. Select Save.

Limitations

If you want to process a PAC file that routes requests through multiple proxy IPs, use security tokens.

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