Setup

In this section, learn how to set up the Salesforce add-in.

Introduction

Before you can start using the UiPath Add-in for Salesforce, you must complete a few steps to set up your Salesforce platform. After completing the setup steps, you can add your Connection Settings and create Templates.

To enable support for the UiPath Add-in in Salesforce, complete the following:

1. Install the UiPath Add-in for Salesforce App.
2. Register your UiPath Orchestrator Site.
3. Set up My Domain Subdomain.
4. Assign UiPath Administrator Permission Set.

5. Customize Settings.

   Important:

   Before you begin, verify that you meet the following technical requirements:

   • Your own instance of Orchestrator version 18.4 or higher (Orchestrator version 19.4 or higher for Queue Templates). Transport Layer Security (TLS) 1.1 or higher as mandated by Salesforce policy,

   OR

   • An account in UiPath Automation Cloud.

Next Steps

For a hands-on learning experience and to quickly start using the add-in, see the Quickstart guide. This guide provides step-by-step instructions to add your Connection Settings and create sample Templates.

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

• Connection Settings
• Templates
• Orchestrator Notifications