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 will be able to automate parts of the sales cycle, from lead management to report generation.

Authentication

Before automating processes, you will need to establish a connection with your Salesforce instance. Step-by-step instructions on how to do that are available in our Authentication guide.

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 Events Guide.

Provider documentation

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