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.

You can use the connection to enable the Salesforce activities in Studio to build automations that interact with your Salesforce data. This allows you to access create, read, update, delete, list, and search capabilities for all your Salesforce objects, including your customizations.

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.

Provider documentation

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