Salesforce 身份验证

先决条件

要创建连接，您需要以下凭据：

• OAuth 2.0 Authorization code and OAuth 2.0 Password: username and password.
• Bring your own OAuth 2.0 app: Client ID, Client secret.
• Personal Access Token (PAT): JWT base64 encoded key, Audience, Issuer, Subject.

Additionally, you may need an authenticator application installed on your mobile phone.

See the differences between available authentication methods:

• OAuth 2.0 Authorization code: used by the public UiPath application.
• OAuth 2.0 Password: involves a private application. This is the authentication method for legacy Salesforce accounts/apps and is blocked by default for new orgs, as explained in the Salesforce release notes. If you want to use this authentication method, set up the OAuth 2.0 password flow by following the steps described in the Salesforce documentation: OAuth 2.0 Username-Password Flow for Special Scenarios.
• PAT or JSON Web Token (JWT) based authentication: involves a private application. To set up JWT-based auth/credentials, follow the steps described in OAuth 2.0 JWT Bearer Flow for Server-to-Server Integration. For more details on enabling JWT Tokens, you can also check out the following help pages: Enable JSON Web Token (JWT)-Based Access Tokens and JWT-Based Access Tokens.
• Bring Your Own App (BYOA): involves a private application. To set up an OAuth2 application, follow the steps described in the Salesforce documentation in Enable OAuth Settings for API Integration or Create a Connected App in Salesforce for OAuth. You can also go to your Salesforce Admin to help create the app. OAuth2 flow details and the process for token generation are described in OAuth 2.0 Web Server Flow for Web App Integration.

To learn more about the different types of authentication available for Salesforce, see the official Salesforce documentation in Create a Connected App.

备注：

要在 Salesforce 上进行身份验证，您必须拥有 Salesforce Sales Cloud 企业版或具有 API 支持的专业版。

要在 Salesforce Sales Cloud 中设置新应用程序，您必须具有管理员权限。 如果您没有这些权限，请联系系统管理员。

添加 Salesforce 连接

要创建与 Salesforce 实例的连接，您需要执行以下步骤：

1. Select Integration Service from Automation Cloud^TM.

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

3. 选择“添加连接” 按钮。

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.

   
   

   

   
   
5. Next, select your preferred authentication method: OAuth 2.0 Authorization code, OAuth 2.0 Password, Bring your own OAuth 2.0 app, or Personal Access Token (PAT).

   
   

   

   
   

6. 输入所需的凭据。

7. 选择“连接”。

8. 已添加您的连接。

有关 Salesforce 的更多信息，请参阅Salesforce 文档。

权限

When creating a connection through the public UiPath application, UiPath for Salesforce connector requires the following permissions:

• 访问身份 URL 服务
• 通过 API 管理用户数据
• 通过网页浏览器管理用户数据
• 访问 Connect REST API 资源
• 访问 Visualforce 应用程序
• 访问唯一用户标识符
• 访问自定义权限
• 访问分析 REST API 资源
• 访问分析 REST API 图表地理数据资源
• 管理中心连接
• 管理 Pardot 服务
• 访问 Lightning 应用程序
• 访问内容资源
• 管理 Salesforce CDP 提取 API 数据
• 管理 Salesforce CDP 配置文件数据
• 对 Salesforce CDP 数据执行 ANSI SQL 查询
• 访问聊天机器人服务
• 随时执行请求
• 对 Salesforce CDP 数据执行分段