Salesforce Input Tool

Use the Salesforce Input tool to query your tables from and read them into Designer.

Gallery tool

This tool is not automatically installed with Designer. To use this tool, download it from the Alteryx Analytics Gallery.

Your Salesforce account must be API Enabled to use this tool. Ask your Salesforce administrator to set your Salesforce account to API Enabled.

Configure the tool

Salesforce Credentials

For more information, visit Salesforce Documentation.

Designer encrypts the password and security token.
  • Username: Enter your Salesforce user name (e.g., your email address).
  • Password: Enter your Salesforce password.
  • Security Token: Enter your Salesforce Security Token.
  • Connect: Click to connect and display the Configuration window.

Query Type

To query your tables from and read them into Designer, select a query type: