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.

Authentication

Before automating processes, you need to establish a connection with your Salesforce instance. Step-by-step instructions are available in the Salesforce authentication page.

Events

The Salesforce connector supports events via polling. More information about the events supported for the Salesforce connector is available in the Salesforce events page.

Activity package

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.

Provider documentation

The UiPath connector for Salesforce is compatible with REST API v52. Learn more at the Salesforce documentation platform.