Add-ins
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Add-ins User Guide
Last updated Jul 17, 2024

About

In this section, start learning about the Salesforce add-in and how you can use it.

Introduction

Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

UiPath provides two integrations to enable two-way automation between UiPath and Salesforce, the Salesforce Activities Package and the UiPath Add-in for Salesforce.

Salesforce Activities Package

The Salesforce Activities Package enables outbound automation from UiPath to Salesforce. This outbound automation support gives you the ability to use a Robot to automate actions in the Salesforce platform.

For more information, see About the Salesforce Activities Package in the Activities Guide.

UiPath Add-in for Salesforce

Developed using Salesforce's Lightning Platform and available on the Salesfore AppExchange, the UiPath Add-in for Salesforce ("add-in") enables the inbound automation from Salesforce to UiPath. This inbound automation support gives you the ability to create Orchestrator Jobs and/or add Queue items from Salesforce via Flow Builder or Process Builder.



If you're ready to start using the add-in, see the Get Started section. To learn more about the add-in, keep reading to see How it works and the Technical Requirements.

How It Works

To enable the inbound automation from Salesforce to UiPath Orchestrator, the add-in establishes an authenticated connection to one or more of your Orchestrator Tenants.

To establish this connection, you enter your Orchestrator authentication details into the add-in Connection Settings. When you submit your connection settings, the add-in verifies the information and creates the connection.

After the add-in creates the connection, you can begin building your Templates. A template represents an association between a Salesforce object and an Orchestrator Process or Queue. This association enables the automated creation of an Orchestrator Job or addition of an Orchestrator Queue item when a Salesforce event occurs (e.g., record change).

When you finish building your templates, you add them to one or more of your Salesforce business processes via Flow Builder or Process Builder. When your business process is invoked, the template tells the add-in to send an Orchestrator Notification to the Orchestrator API, and a new Job and/or Queue item is added.

Architecture

Below are high-level architectural diagrams that show you how the add-in works from design time (i.e., creating a connection and building a template) to run time (i.e., when the templates are invoked to create a new Job or Queue item).

Design time

At design time, you complete the following steps:

  1. Download the add-in app in Salesforce.
  2. Add a connection between Salesforce and an Orchestrator Tenant.
  3. Create a Job Template and/or Queue Template.



Run time

At run time, you complete step 1 and the add-in facilitates steps 2 and 3:

  1. Add the Job Template and/or Queue Template to your Salesforce business process via Flow Builder or Process Builder.
  2. A Salesforce event occurs, triggering the business process.
  3. A new Job and/or Queue item are sent to your UiPath Orchestrator via an Orchestrator Notification.



Technical Requirements

To use the add-in, you must have your own instance of UiPath Orchestrator version 18.4 or higher or you must be using the UiPath Automation Cloud.

To use Queue Templates, Orchestrator version 19.4 or higher is required.

Additional requirements:

  • Transport Layer Security (TLS) 1.1 or higher as mandated by Salesforce policy. If TLS 1.1 or lower is enabled on your Orchestrator, the connection will fail.

Get Started

Before you start using the add-in, complete the steps in the Setup guide.

After you complete the setup steps, see the Quickstart guide. This guide provides step-by-step instructions to add your connection settings and create sample templates.

To continue learning more about the add-in and its different features, visit the following pages:

  • Introduction
  • Salesforce Activities Package
  • UiPath Add-in for Salesforce
  • How It Works
  • Architecture
  • Technical Requirements
  • Get Started

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