Salesforce (ODBC) Connections
You can use the Salesforce (ODBC) connector to read data from and write data to Salesforce in Alteryx One.
This connector is built on the Unified connector framework and uses an Alteryx-managed ODBC driver. No local driver installation is required.
Requirement | Details |
|---|---|
Driver installation | The driver is provided by Alteryx One. No separate installation is required. |
Connection Type | ODBC |
Support | Read and Write |
Authentication | Basic Authentication |
Prerequisites
Before creating the connection:
Obtain a Salesforce username and password with access to the required Salesforce objects.
Obtain a Salesforce security token if it is required by your organization.
Confirm whether the connection targets a production or sandbox Salesforce environment.
Configure the Connection
To create a connection:
In Alteryx One, go to Data > New Connection.
Search for and select Salesforce.
Configure the connection and credential properties.
Select Test Connection.
After the connection test succeeds, select Create.
Connection Details
Once the connection is created, enter the following details in the appropriate fields:
Connection Name: Display name for the connection in Alteryx One.
Connection Description: Optional description of the connection.
Environment or Login URL: Salesforce production, sandbox, or supported custom login endpoint.
ODBC Driver: Alteryx-managed Salesforce ODBC driver.
Credential Information
Credential Type: Select the available Basic authentication option.
Username: Required. Enter the Salesforce username.
Password: Required. Enter the password associated with the username.
Security Token: Enter the Salesforce security token when required by the organization.
Limitations
Only Basic authentication is supported. OAuth and service-principal authentication are not currently supported.
Existing connections and workflows are not automatically migrated to the new connector.
Existing Salesforce Connector
Alteryx One also provides an existing JDBC-based Salesforce connector. For information about that connector, see Salesforce Connections.