Salesforce Einstein Analytics Output Tool
This is a beta tool. Do not schedule this tool or use it in production.
The Salesforce Einstein Analytics tool publishes data from an Alteryx workflow as a dataset in Einstein Analytics.
This tool requires that your Salesforce account is “API Enabled”. Contact your Salesforce administrator for assistance with granting your account API user permissions.
This tool is not automatically installed with Alteryx Designer. To use this tool, download it from the Alteryx Community.
Configure the tool
Select and configure a write option, and then run your workflow to write data to a specified dataset using the Einstein Analytics External Data API. See External Data API Limits.
Enter the username, password, and security token associated with your Salesforce account. To reset your security token, see the Salesforce Help.
- Create New Dataset: Creates a new dataset with a specified name. (The dataset name cannot start with a number.) Associate the dataset with a shared app to provide others access to it. If you do not specify an app, the dataset is associated with My Private App.
- Overwrite Existing Dataset: Overwrites the selected dataset with new data. App associations remain intact.
- Append to Existing Dataset: Appends new data to the selected dataset. (Field names and metadata must match the existing dataset.) App associations remain intact.
Applying Row-level Security to a Dataset
Each write option allows you to apply row-level security to restrict access to records within a dataset. To filter specific records, specify a security predicate following the same syntax as with the Wave Analytics web interface. Double quotations in strings are escaped automatically.
For more information on Salesforce row-level security, see Row-Level Security for Datasets.
Field Name Restrictions
To avoid errors when publishing data to Salesforce Wave, field names:
- Must be unique across all fields within the dataset
- Must begin with a letter
- Can contain only alphanumeric and underscore characters
- Cannot contain two consecutive underscore characters, except when ending with “__c” (case-sensitive)
- Cannot end with an underscore
Data Type Considerations
- Do not use Blob and SpatialObj field types in your workflow, as they cannot be output to Salesforce.
- Empty numeric fields are replaced with a default value of 0.
- Double and Float data types are given a precision value of seven. Use the FixedDecimal data type to specify a precision value.