However we're finding that the salesforce inputs and outputs can only be authenticated on one machine at a time. But we need another alteryx user in our office to be able to access, run and maintain the workflow too, via their machine and copy of alteryx designer. I have a workflow with several salesforce tools in it, which works fine on my machine. This post from user Dubya describes the issue in detail: We aren't getting a huge amount of help from support on this, so I'm posting this idea to raise awareness for the product teams responsible for the Salesforce connectors and the embedded Python environment. TL DR Please allow us to use formulas in the 'If expression is true, display error message:' settings area. It would save a lot of time and energy if we could create a dynamic error message option. I would expect it to have worked something like this:Ĭan we please get a change to this. So I go back into my tool and much to my chagrin, I cannot pass variables into the message section. After some time I noticed that it was a PAIN to go back and figure out which of my requests failed and I decided that I need to add some messaging around where this was failing, so I could do some easy auditing. When this is the case, I have my process (which is a little bit batch macro) kicks off an error message, using the nifty error message tool. However sometimes, the jobs don't finish and a status returns something like 'failed' or 'cancelled'. It will run and wait and run and wait until the export is ready to be downloaded. It's an iterative process that checks to see where the export is at by calling an API and then returning some status. I have built a process to manage batch API requests. Note that configured that way, the function is not case sensitive, which saves us a lot of potential keywords to input.Īnd that’s it, packaged workflow can be downloaded from here.I will start off with a story. We use the Summarize Tool to concatenate all those keywords into a single string to be used by the Regex: Note the separatorsįormula with the REGEX_Match(string,pattern,icase) function, simply set to: They are simply input or pasted as text into a Text Input tool: Any number of keywords can be used, and each list will be used to search for the presence of any of those keywords. Once I have my list of keywords, I need to group them into the IN group, which will include in the category I am researching, and the OUT group, which are reasons to exclude the records from the category. reviews of restaurants, and I want some flags so that I can filter them easily.Īs you can see below, the workflow is quite simple and processes 27,290 records in 1.4 seconds, with 5,833 reviews classified as related to bars, of which 4,434 mention a restaurant, and 1,399 don’t. The scenario is that I need to be able to distinguish reviews of bars vs. As an example, I will use the file of reviews used in a previous post, which contains a lot of text and many records, to demonstrate the performance of the solution. There is no magic wand to perform this classification, but if you already have narrowed down a list of keywords to test with, this can be done pretty easily with Alteryx and a bit of Regex know how. It can certainly be done manually, but with larger data sets, automation becomes a must have. Have you ever been tasked to assign customers to a category based on a free form text field? This happens a lot in B2B marketing, using the Title that a prospect has input into a form.

Alteryx summarize tool case sensatie