- Notas relacionadas
- Antes de empezar
- Gestionar el acceso
- Primeros pasos
- Integraciones
- Trabajar con apps de proceso
- Trabajar con paneles y diagramas
- Trabajar con diagramas de proceso
- Trabajar con modelos de proceso Descubrir e Importar modelos BPMN
- Showing or hiding the menu
- Información del contexto
- Exportar
- Filtros
- Envío de ideas de automatización a UiPath® Automation Hub
- Etiquetas
- Fechas límite
- Comparar
- Comprobación de conformidad
- Simulación de procesos
- Análisis de causa raíz
- Simular el potencial de automatización
- Iniciar un proyecto de Task Mining desde Process Mining
- Triggering an automation from a process app
- Ver datos del proceso
- Creación de aplicaciones
- Cargar datos
- Transforming data
- Structure of transformations
- Tips for writing SQL
- Exportar e importar transformaciones
- Ver los registros de ejecución de datos
- Combinar registros de eventos
- Configuración de etiquetas
- Configurar fechas de vencimiento
- Configurar campos para el potencial de automatización
- Configuración de actividad: definición del orden de actividad
- Hacer que las transformaciones estén disponibles en los paneles
- Modelos de datos
- Añadir y editar procesos
- Personalizar paneles
- Publicar aplicaciones de proceso
- Plantillas de la aplicación
- Notificaciones
- Recursos adicionales

Process Mining
Addendum: Added September 4, 2025
Important: Action required for OAuth connections to Salesforce
Salesforce announced restrictions to the use of connected apps.
If you use a connection to Salesforce for Loading data using CData Sync or , the connection may be disrupted. If you authenticate the connection with Salesforce using OAuth, you must take action to maintain your connection.
Actions required
Your Salesforce Org Admin should install the CData Connector app (or your organization’s app) before September 17, 2025.
- Log into Salesforce and go to Setup.
- Navigate to Connected Apps OAuth Usage.
- Find the CData Connector and select Install.
- Select Install again to confim.
- Prepare for Connected App Usage Restrictions Change on the Salesforce website.
- Action Required: Salesforce Connected App Usage Changes (September 2025) on the CData Sync website.
Mejoras
Data manager
You can now duplicate metrics and calculated fields. Duplicating allows you to re-use a metric or field and make modifications without the need to create a complete new metric or field.
Modelo de datos
Primary key is now optional for Object tables.
Transformaciones de datos
The Log panel is now resizable.
KPI list charts
We improved the design of KPI list charts to provide a clearer view of historical trends.
Otro
Table settings for input data mapping
Spaces are no longer supported as delimiters in CSV files.
Portal de Process Mining
The Development tab is now visible if you have edit permissions for at least one app. In this case, you do not need to be assigned the Developer role.
Support for CData Sync 25.2.9369
We now support CData Sync 25.2.9369 for Loading data using CData Sync. Read more about the updates in the official CData Sync documentation.
Workspace Management
CData Sync 25.2.9369 includes Workspace Management. Workspaces allow you to organize connections, jobs, and access policies, and make it possible to restrict user access to specific connections or jobs.
Refer to the official CData Sync documentation on Workspace Management for more information.
Setting up a destination connection
azureblob://<container>/
for the URL. Check out Create a destination connection for details.
Upgrade CData Sync
Check out Upgrading CData Sync for more information on upgrading to CData Sync 25.2.9369.