PREVIEW

[プレビュー]直接接続を使用したデータの読み込み

注:

The Upload data using direct connection option is only available for app templates that use a ServiceNow source system or Salesforce source system.

1. [ 直接接続を使用してデータをアップロード ] オプションを選択します。

   表示されるアプリ テンプレートに使用されているソース システムです。

2. [接続] を選択します。

   新しいブラウザー タブが開き、コネクションの認証の詳細を入力できます。

ServiceNow に接続する

既定では、認証の種類として OAuth 2.0 認可コードが使用されます。

1. Configure the connection for ServiceNow. Check out ServiceNow authentication in the UiPath Integration Service guide for more information.

2. After successful authentication, go back to the Process Mining webpage and select your connection.

3. [次へ] を選択します。

   The connection is established and the Extraction settings page is displayed.

4. If desired, change the start and end dates for the extraction period, or accept the default.

5. [次へ] を選択します。

   The Extraction tables page is displayed, showing the tables that will be extracted from ServiceNow. By default, the required input tables defined for the app template are selected.

6. If desired, add additional tables for extraction.

7. [次へ] を選択します。

Connecting to Salesforce

既定では、認証の種類として OAuth 2.0 認可コードが使用されます。

1. Configure the connection for Salesforce. Check out Salesforce authentication in the UiPath Integration Service guide for more information.

2. After successful authentication, go back to the Process Mining webpage and select your connection.

3. [次へ] を選択します。

   The connection is established and the Extraction settings page is displayed.

4. If desired, change the start and end dates for the extraction period, or accept the default.

   1. Based on your Salesforce instance, you may need to configure some additional parameters for the connection. If the parameters are enabled in your Salesforce org, select the applicable options in the Extraction settings page.

5. [次へ] を選択します。

   The Extraction tables page is displayed, showing the tables that will be extracted from Salesforce. By default, the required input tables defined for the app template are selected.

6. If desired, add additional tables for extraction.

7. [次へ] を選択します。

The following table describes the (optional) parameters for the Salesforce app templates.

アプリ テンプレート	パラメーター
Salesforce アカウント管理	Multi Currency and Dated Conversion Rates Person Accounts Refer to Alternative scenarios in the Extraction section of the app template documentation for details.
Salesforce Lead-to-Order	順序 Quote Multi Currency and Dated Conversion Rates Person Accounts Record Types Refer to Alternative scenarios in the Extraction section of the app template documentation for details.
Salesforce Incident-Management	Record Types Refer to Alternative scenarios in the Extraction section of the app template documentation for details.
Salesforce Lead-to-Cash	Multi Currency and Dated Conversion Rates Person Accounts Record Types Refer to Alternative scenarios in the Extraction section of the app template documentation for details.