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UiPath Integration Service

UiPath Integrations Service ガイド

Salesforce の認証

前提条件

To be able to create a connection, you need to have:

  • a Username - the username shared by the Salesforce sales team to access your account
  • a Password - the password shared by the Salesforce sales team to access your account
  • an authenticator application installed on your mobile phone

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注:

Salesforce で認証を行うには、API がサポートされた Salesforce Sales Cloud Enterprise Edition または Professional Edition が必要です。


Salesforce Sales Cloud で新しいアプリケーションを設定するには、管理者権限が必要です。管理者権限がない場合は、システム管理者にお問い合わせください。

Add the Salesforce connection

To create a connection to your Salesforce instance, you need to perform the following steps:

  1. Select Integration Service from Automation Cloud.

  2. From the Connectors list, select Salesforce.
    You can also use the search bar to narrow down the connector.

  3. Select the Add connection button.

  4. 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.

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  1. You are now redirected to the Salesforce sign in page. Enter your standard credentials and select the Log In button.
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  1. Now you need to verify your account through one-time password. Enter the verification code shown on your authenticator application and select the Verify button.
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  1. Select Allow. With access to your Salesforce account, UiPath for Salesforce can do the following:
  • Access the identity URL service
  • Manage user data via APIs
  • Manage user data via Web browsers
  • Access Connect REST API resources
  • Access Visualforce applications
  • Access unique user identifiers
  • Access custom permissions
  • Access Analytics REST API resources
  • Access Analytics REST API Charts Geodata resources
  • Manage hub connections
  • Manage Pardot services
  • Access Lightning applications
  • Access content resources
  • Manage Salesforce CDP Ingestion API data
  • Manage Salesforce CDP profile data
  • Perform ANSI SQL queries on Salesforce CDP data
  • Access chatbot services
  • Perform segmentation on Salesforce CDP data
  • Perform requests at any time
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  1. Your connection has been added.

For more information on Salesforce, refer to the Salesforce Documentation.

25 日前に更新

Salesforce の認証


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