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Add-ins User Guide
Last updated Mar 12, 2024

Setup

In this section, learn how to set up the Salesforce add-in.

Introduction

Before you can start using the UiPath Add-in for Salesforce, you must complete a few steps to set up your Salesforce platform. After completing the setup steps, you can add your Connection Settings and create Templates.

To enable support for the UiPath Add-in in Salesforce, complete the following:

  1. Install the UiPath Add-in for Salesforce App.
  2. Register your UiPath Orchestrator Site.
  3. Set up My Domain Subdomain.
  4. Assign UiPath Administrator Permission Set.
  5. Important:

    Before you begin, verify that you meet the following technical requirements:

    • Your own instance of Orchestrator version 18.4 or higher (Orchestrator version 19.4 or higher for Queue Templates). Transport Layer Security (TLS) 1.1 or higher as mandated by Salesforce policy,

    OR

    • An account in UiPath Automation Cloud.

Next Steps

For a hands-on learning experience and to quickly start using the add-in, see the Quickstart guide. This guide provides step-by-step instructions to add your Connection Settings and create sample Templates.

To learn more about the add-in and its different features, visit the following pages:

  • Introduction
  • Next Steps

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