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You can create connections to your Salesforce instance from Designer Cloud Enterprise Edition. This connector is designed as a wrapper around the Salesforce REST API.
Limitations
- This is a read-only connection.
- Single Sign-On (SSO) is not supported.
- Custom domains are not supported.
Pre-requisites
The account used to login from Designer Cloud Enterprise Edition must access Salesforce through a security token.
NOTE: Please contact your Salesforce administrator for the Server Name and the Security Token values.
- The logged-in user must have required access to the tables and schema. For more information, see Using Salesforce.
- If you haven't done so already, you must create and deploy an encryption key file for the Alteryx node to be shared by all relational connections. For more information, see Create Encryption Key File.
Enable
- General relational connectivity must be enabled. For more information, see Enable Relational Connections.
This connection type utilizes OAuth 2.0 for authentication.
NOTE: OAuth 2.0 authentication requires additional configuration specific to the connection type.
For more information, see Enable OAuth 2.0 Authentication.
Configure
To create this connection, in the Connections page, select the Applications tab. Click the Salesforce card. See Connections Page.
This connection can also be created using the API.
- For details on values to use when creating via API, see Connection Types.
- See API Reference.
| Property | Description |
|---|---|
| Server Name | Enter the host name of your Salesforce implementation. Example value: exampleserver.salesforce.com |
| Connect String Options | Apply any connection string options that are part of your authentication to Salesforce. For more information, see below. |
| Credential Type | Select the type of credentials to provide with the connection:
NOTE: After you have specified the connection to use OAuth 2.0, click Authenticate to validate the connection with the target datastore. If you have modified the connection, click Re-authenticate to validate the new connection definition. You must re-authenticate if you receive an expired tokens message. For more information, see Enable OAuth 2.0 Authentication. |
| OAuth 2.0 Client | (OAuth 2.0 credential type) Select the OAuth 2.0 client to use. |
| User Name | (SecurityToken credential type) Username to use to connect to the database. |
| Password | (SecurityToken credential type) Password associated with the above username. |
| Security Token generated in account | (SecurityToken credential type) Paste the security token associated with the account to use for this connection. |
| Test Connection | (SecurityToken credential type) After you have defined the connection credentials type, credentials, and connection string, you can validate those credentials. |
| Default Column Data Type Inference | Set to |
| Connection Name | Display name of the connection |
| Connection Description | Description of the connection, which appears in the application. |
Connect string options
Connection timeout
By default, the supported driver applies a connection timeout to Salesforce of 60 seconds. As needed, you can modify the connection timeout through connect string options:
timeout=<value_in_seconds>
where:
<value_in_seconds> corresponds to the number of seconds for the time.
NOTE: Although it is not recommended, you can set this value to 0 to disable timeouts.
Schema caching
By default, the connection driver uses schema caching to speed up ingestion. To surface changes to Salesforce tables/schema immediately, you can use the following options to disable schema caching by the connection:
Other='cachemetadatatable=false;cachemetadatatablecolumns=false;'
Use
You can import datasets from Salesforce through the Import Data page. See Import Data Page.
- See Salesforce Browser.
- For more information on interacting with Salesforce, see Using Salesforce.
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