Use the Salesforce browser to read sources stored as Salesforce database tables.
Your Alteryx deployment must be connected to Salesforce. For more information, see Create Salesforce Connections.
- The Salesforce browser appears when you select the Salesforce connection to create a dataset. See Import Data Page.
- For more information on interacting with Salesforce, see Using Salesforce.
Use the links and icons to browse for Salesforce databases and tables. When you select a database, you can select one of the available database objects.
NOTE: Avoid using the Back button on your browser, which exits the Salesforce browser without applying changes to your configuration.
|Database||Click a database link to display its tables.|
Click the Plus icon to select this Salesforce table as your source.
To preview its data, hover over the name of the table, and then click the Eye icon.
Tip: Sizes and update timestamps are calculated and displayed next to tables. They are not displayed next to databases.
Use these links to navigate between pages of databases and tables.
NOTE: In some cases, subsequent pages of tables may be blank, and counts of tables may not match displayed figures. This is a known issue.
Click the links in the breadcrumb trail to navigate.
To filter the list of databases or tables, enter a string in the Search box. The filter is applied as you type and matches anywhere in the name of a currently displayed database or table name.
Create Dataset with SQL
As needed, you can pre-filter the selected table inside the database. By entering a custom SQL statement, you can remove unnecessary data from the dataset that is extracted from the database, which enables faster and more meaningful imports of your database data. See Create Dataset with SQL.For more information on enabling, see Enable Custom SQL Query.
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