Monthly Archives: April 2019

Classify records based on keywords in a text field

Posted on 2019-04-25 by Frederic

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. It can certainly be … Continue reading →

Posted in Alteryx, Marketing, Quick & Dirty | Tagged | Comments Off on Classify records based on keywords in a text field

How to edit Salesforce credentials within several Alteryx workflows at once

Posted on 2019-04-22 by Frederic

In Alteryx, the Salesforce connector is very useful to easily import raw data from Salesforce using its wonderful API. All you need to input is the email and password for a API enabled user login, as well as the Security … Continue reading →

Posted in Alteryx, Productivity, SFDC | 6 Comments

Alteryx INDB Traps and Limitations Series: Filtering Nulls

Posted on 2019-04-11 by Frederic

I get to spend a lot of quality time with INDB tools, which represent 90% of my workflows. I love them, I can generate code almost at the speed of thoughts. They are fast to put together but also very … Continue reading →

Posted in Alteryx, Redshift, Snowflake, SQL | 1 Comment