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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.

Version

Description

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.

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

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.