Test yout Automation Process

In this section, you update an Opportunity for testing purposes only. The purpose of the test is to verify that your Queue Template and Job Template are sent to UiPath Orchestrator when the Opportunity Stage changes to Closed Won.

1. Create a new or use an existing Opportunity.
   1. You can use the App Launcher to search for Opportunities.
   2. To create a new Opportunity, you can follow the Create an Opportunity Manually steps in the Salesforce documentation.
   3. Be sure the Stage field is not yet set to Closed Won.
2. Open your Opportunity and change the Stage field to Closed Won.
3. Click the Save button.
   

Verify Orchestrator Notifications

Next, verify that the Queue Template and Job Template were added to your Orchestrator Notifications list after the Opportunity was updated.

1. Go to the Orchestrator Notifications page in the UiPath Connector App.
2. Verify your Queue Template and Job Template were added to your list of notifications.
   For more information and to see how you can configure your notification settings, see Orchestrator Notifications.

Verify UiPath Orchestrator Jobs and Queues

In this section, you verify that the Queue Template and Job Template were both sent to UiPath Orchestrator

1. Go to the UiPath Orchestrator URL you entered in your Connection Settings. (e.g., https://myorchestrator.com).
2. In the left-hand navigation, click Jobs.
3. Verify your Job Template was added to your list in the Pending state.
   
4. Open the Job details and verify the Input Values include the data from the Object Fields you selected when creating the Job Template (e.g., Case ID).
   
5. In the left-hand navigation, click Queues and go to View Transactions of the Queue you used to create your Queue Template.
6. Verify there is a new transaction.
   
7. Open the transaction details and verify the details include the data from the Object Fields you selected when creating the Queue Template (e.g., Opportunity ID).
   

You're done! You have created your first UiPath Connector for Salesforce integration and sent your first templates to UiPath Orchestrator.