Autenticación de Salesforce

Requisitos previos

Para crear una conexión, necesita las siguientes credenciales:

OAuth 2.0 Authorization code and OAuth 2.0 Password: username and password.
Bring your own OAuth 2.0 app: Client ID, Client secret.
Personal Access Token (PAT): JWT base64 encoded key, Audience, Issuer, Subject.

Additionally, you may need an authenticator application installed on your mobile phone.

See the differences between available authentication methods:

OAuth 2.0 Authorization code: used by the public UiPath application.
OAuth 2.0 Password: involves a private application. This is the authentication method for legacy Salesforce accounts/apps and is blocked by default for new orgs, as explained in the Salesforce release notes. If you want to use this authentication method, set up the OAuth 2.0 password flow by following the steps described in the Salesforce documentation: OAuth 2.0 Username-Password Flow for Special Scenarios.
PAT or JSON Web Token (JWT) based authentication: involves a private application. To set up JWT-based auth/credentials, follow the steps described in OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration. For more details on enabling JWT Tokens, you can also check out the following help pages: Enable JSON Web Token (JWT)-Based Access Tokens and JWT-Based Access Tokens.
Bring Your Own App (BYOA): involves a private application. To set up an OAuth2 application, follow the steps described in the Salesforce documentation in Enable OAuth Settings for API Integration or Create a Connected App in Salesforce for OAuth. You can also go to your Salesforce Admin to help create the app. OAuth2 flow details and the process for token generation are described in OAuth 2.0 Web Server Flow for Web App Integration.

To learn more about the different types of authentication available for Salesforce, see the official Salesforce documentation in Create a Connected App.

Nota:

Para autenticarse en Salesforce, debe tener Salesforce Sales Cloud Enterprise Edition o Professional Edition con compatibilidad con API.

Para configurar una nueva aplicación en Salesforce Sales Cloud, debe tener privilegios de administrador. Póngase en contacto con el administrador del sistema si no tiene esos privilegios.

Agregar la conexión de Salesforce

Para crear una conexión a su instancia de Salesforce, debe realizar los siguientes pasos:

Select Integration Service from Automation Cloud^TM.
From the Connectors list, select Salesforce. You can also use the search bar to narrow down the connector.
Selecciona el botón Añadir conexión .
When establishing the connection to your Salesforce instance, you first have to specify the environment. There are two options to choose from: Production and Sandbox. Choose your environment and select Connect. In this example, we will choose the Production environment.
Next, select your preferred authentication method: OAuth 2.0 Authorization code, OAuth 2.0 Password, Bring your own OAuth 2.0 app, or Personal Access Token (PAT).
Introduce las credenciales necesarias.
Seleccione Conectar.
Se ha agregado su conexión.