- Getting started
- Notifications
- Licensing
- Troubleshooting
- Connector Builder
- Act! 365
- ActiveCampaign
- Active Directory - Preview
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SES
- Amazon Transcribe
- Amazon Web Services
- Anthropic Claude
- Asana
- AWeber
- Azure AI Document Intelligence
- Azure Maps
- BambooHR
- Box
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix Hypervisor
- Citrix ShareFile
- Clearbit
- Confluence Cloud
- Constant Contact
- Coupa
- Customer.io
- Datadog
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- Discord
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte
- Eventbrite
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- Exchange Server - Preview
- Expensify
- Facebook
- Freshbooks
- Freshdesk
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- Freshservice
- GetResponse
- GitHub
- Gmail
- Google Cloud Platform
- Google Docs
- Google Drive
- Google Forms - Preview
- Google Maps
- Google Sheets
- Google Speech-to-Text
- Google Text-to-Speech
- Google Tasks - Preview
- Google Vertex
- Google Vision - Preview
- Google Workspace
- GoToWebinar
- Greenhouse
- Hootsuite
- HTTP Webhook - Preview
- Hubspot CRM
- HubSpot Marketing
- HyperV - Preview
- Icertis - Preview
- iContact
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- Intercom
- Jina.ai
- Jira
- Keap
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- LinkedIn
- Mail - Preview
- Mailchimp
- Mailgun
- Mailjet
- MailerLite
- Marketo
- Microsoft 365
- Microsoft Azure
- Microsoft Azure Active Directory
- Microsoft Azure OpenAI
- Microsoft Dynamics 365 CRM
- Microsoft OneDrive & Sharepoint
- Microsoft Outlook 365
- Microsoft Sentiment
- Microsoft Teams
- Microsoft Translator
- Microsoft Vision
- Miro
- NetIQ eDirectory
- Okta
- OpenAI
- Oracle Eloqua
- Oracle NetSuite
- PagerDuty
- PayPal
- PDFMonkey
- Pinecone
- Pipedrive
- QuickBooksOnline
- Quip
- Salesforce
- About the Salesforce connector
- Salesforce authentication
- Salesforce events
- Salesforce Marketing Cloud
- SAP BAPI
- SAP Cloud for Customer
- SAP Concur
- SAP OData
- SendGrid
- ServiceNow
- Shopify
- Slack
- SmartRecruiters
- Smartsheet
- Snowflake
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- System Center - Preview
- TangoCard
- Todoist
- Trello
- Twilio
- UiPath Data Service
- UiPath GenAI Activities
- X (formerly Twitter)
- Xero
- watsonx.ai
- WhatsApp Business
- WooCommerce
- Workable
- Workday
- Workday REST
- VMware ESXi vSphere
- YouTube
- Zendesk
- Zoho Campaigns
- Zoho Desk
- Zoho Mail
- Zoom
- ZoomInfo
Integration Service User Guide
About the Salesforce connector
Salesforce (SFDC) is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more. With the UiPath connector for Salesforce, you can to automate parts of the sales cycle, from lead management to report generation.
Before automating processes, you need to establish a connection with your Salesforce instance. Step-by-step instructions are available in the Salesforce authentication page.
The Salesforce connector supports events via polling. More information about the events supported for the Salesforce connector is available in the Salesforce events page.
You can use the connection to enable the Salesforce activities in UiPath® Studio and build automations that interact with your Salesforce data. These activities allow you to execute create, read, update, and delete operations on your Salesforce objects, including your customizations.
The UiPath connector for Salesforce is compatible with REST API v52. Learn more at the Salesforce documentation platform.
