How to Set up a Named Credentials Connection - Other latest
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Add-ins User Guide
Last updated Jan 15, 2024

How to Set up a Named Credentials Connection


The Salesforce Add-in version 1.13 has a known issue, where named credentials connections stop working after 60 days. Make sure you upgrade to the latest version.

To set up named credentials, go through the following steps:

  1. Set up External Application in UiPath.
    1. Access your UiPath Orchestrator account and click on Admin on the left-side menu.
    2. Select External Applications and click Add application.

    3. Choose a name for your application and type it into the Application name field.
    4. Under Application Type, select Confidential application.
    5. Now, add the scopes necessary for the add-in. Click the Add scopes button, select the Orchestrator API Access Resource and add the following Application Scopes: OR.Execution OR.Folders OR.Jobs OR.Machines OR.Queues OR.Robots
    6. In the Redirect URL field, for the moment, you can fill in a random URL, such as
    7. Click Add. The Application ID will be displayed in the External Application window.
    8. Copy the App Id and App Secret in a notepad so that they can be used to configure Salesforce.
  2. Set up Salesforce to Connect to UiPath.
    1. Click the Setup icon in the upper-right corner of the interface. A new window is displayed.
    2. In the left-side menu, select Identity, then go to Auth Providers.
    3. Click New.

    4. In the Provider Type drop-down menu, select UiPathAuthProvider.
    5. Enter a Name and a URL Suffix.
    6. In the Consumer Key field, enter the App Id from the previous section.
    7. In the Consumer Secret field, enter the App Secret from the previous section.
    8. Leave the Scope field empty.
    9. In the Token Endpoint field, enter the following URL: https://[your-orchestrator-url]/identity_/connect/token.
    10. Select the Include Consumer Secret in API Responses checkbox.
    11. In the Execute Registration As: field, enter your username. Make sure you have sufficient permissions; a SysAdmin level user is required.

    12. Click Save. A callback URL is generated. Copy it.

  3. Update Callback URL in UiPath Provider Setup.
    1. Go to the External Applications screen in UiPath Orchestrator.
    2. Click the Edit button corresponding to the external app you created earlier.
    3. Paste the callback URL generated during Setup in the Redirect URL field and click Save.
  4. Named Credentials Setup.
    1. Click the Setup icon in the upper-right corner of the interface. A new window will be displayed.
    2. In the left-side menu, click Security and select Named Credentials.
    3. Click New → New Legacy.
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    4. Enter a Label and a Name (must be lowercase, no spaces or underscores). The Label and Name must be identical.
    5. In the URL field, type the following: https://[your-orchestrator-url].
    6. In the Identity Type drop-down menu, select Named Principal.
    7. In the Authentication Protocol drop-down menu, select OAuth 2.0.
    8. For Authentication Provider, select the name of the Auth Provider created in previous section.
    9. In the Scope field, enter the following: OR.Execution OR.Folders OR.Jobs OR.Machines OR.Queues OR.Robots
    10. Select the Start Authentication Flow on Save checkbox.
    11. Select the Generate Authorization Header checkbox.
    12. Leave the Allow merge Fields in HTTP Header disabled.
    13. Select the Allow Merge Fields in HTTP Body checkbox.
    14. Leave the Outbound Network Connection field blank.
    15. Click Save to launch the OAuth flow to connect to UiPath. Now these Named Credentials can be used for your UiPath connection.
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