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UiPath Activities

The UiPath Activities Guide

About the Salesforce Activities Pack

The UiPath.Salesforce.Activities pack enables you to automate Salesforce processes. It connects to Salesforce via the Salesforce Connector.

Salesforce Activities Package

Once established, the connection to the Salesforce instance can be reused in all subsequent child Scope activities.

To learn more about the Salesforce activities, see the Integrations page for a complete activity list and links to the activity detail

Release Notes

Prerequisites

A Salesforce account as well as a Salesforce Connected App are both required to use the Salesforce activities. These can be acquired from your Salesforce Administrator.

Alternatively, RPA Developers can use a Salesforce Developer account for automating processes in Salesforce.

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Note

If you're using a previous version of this Activity Pack previous to v3.0.0, you can access its documentation here.

How it works

To enable the outbound automation between UiPath and Salesforce, the activities establish an authenticated connection using the UiPath Connector for Salesforce.

Before you build your first project, complete the steps in the Authentication guide from the connector documentation.

Updated 2 days ago


About the Salesforce Activities Pack


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