Import Data from Sales Force to SQL Server: Part I (Using Alteryx)

Introduction

In this post, we will look to perform a task, which is a very common requirement in field of data viz. importing data from Sales Force (a.k.a. SFDC). 
We will import data from a sales force table to SQL Server using Alteryx.
We need to have access to SFDC. 
Step 1: Open Alteryx and go to Connectors tab on the tools ribbon.

Step 2: Choose SalesForce Input. Drag it on to the canvas.

Step 3: Once you drag the Salesforce input to the canvas, you need to provide following credentials
1) URL (salesforce URL where the objects are present for data pull)
2) User Name ( This is your user name using which you access SFDC)
3) Password ( Your SFDC login’s password)
4) Security Token

Step 4: Once you provide your credential and connect. Next step is to choose the table.  You can use either the query builder or the custom query option to select the data, which you wish to pull. 
Using Query Builder
1) Select Table from the drop down. (Note that the tables accessible depends on your login’s level of access)
2) Select the fields (output fields will show how many field’s you have selected to pull)
3) We can limit the number of records we want to pull using Record Limit (e.g. let us say we wish to pull only 100 records, then give 100 as the record limit)
4) WHERE clause section gives the option to provide a filter condition to be applied. (Note it has to be in SOQL)
              
Using Custom Query

1) Here, we have the flexibility to write Custom SOQL query to pull data. (Note, we can join tables, apply filter etc. using this option)
2) The query can be validated.

Step 5: Now, we are ready with our SalesForce input configuration.

Step 6: Lets, drag the output data tool from the in/out tools, on to the canvas.

Configure the SQL server connection
1) Provide a name for the SQL connection.
2) Provide the server you want to connect.
3) Give the authentication details ( windows authentication/SQL authentication )
4) Test the connection. If success, a connection is established.
5) Once the connection is established, you can choose the destination database (from the drop down menu)  where you want to import the data.
6) Click on OK.
7) A new pop up appears prompting to provide the table name. Provide the destination table name and click OK. 

Step 7: We can also configure various options of the output tool as per our requirement.

Step 8: Once the configurations are completed. Run the workflow.

Step 9: Success message pop-up appears once data is import is completed.

Step 10: We can validate if our query pulled data into the SQL server destination .

That’s it !!
We successfully imported data from Salesforce to SQL server destination.