Load Metadata from Salesforce
Version:
2021.2
Last modified: May 17, 2021
Use the Salesforce Loader to upload metadata to Alteryx Connect from Salesforce.
Review Loader Requirements
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The Alteryx Connect Loaders must be installed on the machine where Alteryx Server is installed. To install the loaders:
- Download the loaders installer. For compatibility, the Loaders installer version must match the Alteryx Connect version.
- Run the installer as an administrator.
- Your Salesforce account must be set to “API Enabled”. Contact your Salesforce administrator for assistance with granting your account API user permissions. For more information, see the Salesforce Help - User Permissions.
Open the Loader
- Open Alteryx Designer.
- Select Help > Sample Workflows > Alteryx Connect Metadata Loaders > Salesforce Loader > Salesforce Loader.
Run the App
- Select Run as Analytic App
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In the Salesforce tab:
- Type the Salesforce connection information, including server URL, credentials, and token.
- In Load only listed objects, optionally specify a comma-separated list of objects. Leave blank to load all objects.
- Optionally select to Load only custom objects and Load picklist values.
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In the Alteryx Connect tab, type the URL for your Alteryx Connect instance and your credentials.
https://yourcompany.alteryxconnect.com
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Before running the app, select
and save the app configuration to the following directory:
C:\ProgramData\Alteryx\AlteryxConnect\Salesforce_Loader\
The .yxwv app values file is used for scheduling the loader to run in the Gallery. See Schedule Metadata Loaders.
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- Select Finish to run the app.
- If the run succeeds, "Success" appears in the App Results window.
- If the run fails, a "There were Errors" message appears.
Depending on how much metadata is being imported, the app can take a long time to run.
View the Metadata
- Go to the Alteryx Connect URL and log in.
- From the main menu, select Data Sources > Applications > your application name.
- Select a folder to view its contents.