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....