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UiPath Connectors

The UiPath Connectors Guide

How to set a up a Named Credentials connection

In order to set up named Credentials, you will have to go through the following stages:

Set up 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.
  1. Choose a name for your application and type it into the Application name field.
  2. Under Application Type, select Confidential application.
  3. Now, add the scopes necessary for the connector. Click the Add scopes button, select the Orchestrator API Access Resource and add the following User Scopes: OR.Assets, OR.Execution, OR.Folders, OR.Jobs, OR.Machines, OR.Queues, OR.Robots, OR.Tasks .
  4. In the Redirect URL field, for the moment, you can fill in a random URL, such as https://example.com.
  5. Click the Add button. The Application ID will be displayed in the External Application window.
  6. Copy the App Id and App Secret in a notepad so that they can be used to configure salesforce.

Set up Salesforce to Connect to UiPath

  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, select Identity, then go to Auth Providers.
  3. Click New.
  1. Open the drop-down menu next to Provider Type and select Open Id Connect.
  2. Enter a Name and a URL Suffix.
  3. Enter the App Id from the previous section in the Consumer Key field.
  4. Enter the App Secret from previous section in the Consumer Secret field.
  5. In the Authorize Endpoint URL field, enter the following: https://cloud.uipath.com/identity_/connect/authorize
  6. In the Token Endpoint URL field, enter the following: https://cloud.uipath.com/identity_/connect/token
  7. Check the box next to Send access token In header and click Save.
  8. A callback URL will be generated. Copy it.
  9. Go back to the External Applications screen in UiPath Orchestrator.
  10. Click the Edit button corresponding to the external app you created earlier.
  11. Paste the callback URL in the Redirect URL field and click Save.

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 Named Credential.
  1. Enter a Label and a Name.
  2. In the URL field, type the following: https://cloud.uipath.com
  3. Expand the drop-down menu next to Identity Type and select Named Principal.
  4. Expand the drop-down menu next to Authentication Protocol and select OAuth 2.0.
  5. For the Authentication Provider, select the name of the Auth Provider created in previous section.
  6. In the Scope field, enter the following:
OR.Assets OR.Execution OR.Folders OR.Jobs OR.Machines OR.Queues OR.Robots OR.Tasks offline_access
  1. Check the box next to Start Authentication Flow.
  2. Check the box next to Authentication Header.
  3. Click Save.
  4. This will launch the OAuth flow to connect to UiPath. Enter the credentials for Uipath. Once it's authenticated successfully, you will be redirected back to Salesforce and the Named credentials should be set to Authenticated.
    Now these Named Credentials can be used for your UiPath connection.

Updated 2 months ago

How to set a up a Named Credentials connection


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