Setup

Overview

To enable the Salesforce activities, you must establish a connection to your Salesforce Org by entering credentials in the Salesforce Application Scope activity. These credentials give a Robot the ability to take action on your behalf and automate the different Salesforce processes.

As noted in the About page, the Salesforce activities have two prerequisites, a Salesforce login (non-developer or developer) and a Salesforce connected app. Each prerequisite generates or informs the credentials that the Salesforce Scope Activity needs to establish a connection (shown in the image below).

The following setup steps show you how to create a Salesforce developer login and connected app, as well as, show you how to collect the required credential details.

• If you have a non-developer or existing developer Salesforce login, you can go to the Create a connected app section (for automation development and testing purposes, it's recommended that you have a developer login to easily create and delete generated data).
• If you have both a Salesforce login and a connected app (that you want to use for the Salesforce activities), you can go to the Get your credentials section.

Steps

Create a Salesforce developer login

Creating a new Salesforce developer login is simple and free.

1. Go to https://developer.salesforce.com/signup.
2. Enter your contact information.
3. Enter a unique Username.
4. Submit the form and wait for your welcome email.
5. In the welcome email, click the link to set your Password.

You're done! The next step is to create a Salesforce Connected App.

• You don't have to perform any further configurations to start using the activities. But, if you're interested in learning more about your developer login and the different configurations you can do, see Prepare Your Org in the Salesforce External Identity Implementation Guide.

Create a connected app

The following steps show the minimum information that you need to enter to create a connected app that works with the Salesforce Application Scope activity.

1. If you're not yet already, login to your Salesforce Org (developer or non-developer).

2. Go to your account Setup page (click the gear icon in the upper right-hand corner).

   
   

   

   
   
3. In the left-hand navigation, under Platform Tools > Apps click App Manager.

4. After the App Manager opens, click the Create New Connected App button.

   
   

   

   
   

5. Under Basic Information, enter a Connected App Name and API Name (e.g., UiPathTest for both), along with your Contact Email.

   
   

   

   
   
6. Under API (Enable OAuth Settings), select Enable OAuth Settings (this opens the OAuth Settings).
7. Enter a Callback URL (e.g., http://localhost:8080).
8. For your Selected OAuth Scopes, add Full Access from the list of available scopes.

9. Select Require Secret for Web Server Flow (if it's not selected by default) and click the Save button at the bottom of the page.

   
   

   

   
   

You're done! You just created your connected app (it takes 2-10 minutes to fully populate in the system). The next step is to get the credentials you need for the Salesforce Application Scope activity.

Get your credentials

The following steps show you where to get your Consumer Key, Consumer Secret, and how to generate your Security Token (required for developer logins).

First, get your Consumer Key and Consumer Secret.

1. After creating your connected app, the app's Manage Connected App page should open.

   • If it did not open, or if you're just starting your setup, follow the steps below:

     1. In the left-hand navigation, under Apps > Connected Apps, click Manage Connected Apps.

     2. Find your connected app in the list of apps (e.g., UiPathTest) and click the down arrow icon > View.

        • If you don't see a connected app or can't view the information, contact your Salesforce administrator.

          
          

          

          
          

     3. Under API (Enable OAuth Settings), copy your Consumer Key and Consumer Secret and store them locally for quick and secure access later (remember where you store them as you'll need them when adding the Salesforce Application Scope activity to your project).

        
        

        

        
        

        Next, generate your Security Token.

   • Go to your account Settings (by clicking on your profile icon in the upper right-hand corner)

     
     

     

     
     
2. In the left-hand navigation, under My Personal Information, click Reset My Security Token.

3. Click the Reset Security Token button and check your email for your new token. After you receive your email, copy the new token and store it locally with your Consumer Key and Consumer Secret.

   
   

   

   
   

You're done! You now have your credentials and are ready to build automation projects with the Salesforce activities.

Get Started

To start building your automation projects, see the Quickstart guide. This guide provides step-by-step instructions to help you create a working sample so that you can verify the connection to your Salesforce org and get familiar with the activity input/output properties.

To learn more about the Salesforce activities, see Activities for links to the activity detail pages.