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The UiPath Marketplace Guide

Connection Settings

Overview

The Connection Settings feature is where you enter the following information to establish a connection between Salesforce and an Orchestrator or UiPath Automation Cloud tenant:

For an Orchestrator tenant, the connection settings are:

  • Orchestrator URL
  • Tenant Name
  • Username
  • Password
  • Folder (Classic Folder or Modern Folder)

For an Automation Cloud tenant, the connection settings are:

  • Account Logical Name
  • Tenant Logical Name
  • Client Id
  • User Key
  • Folder (Classic Folder or Modern Folder)

After entering the information above, the connector authenticates your credentials and creates the connection. After successfully adding your connection settings, you can start building your templates. For more information about building templates, see Templates.

You have the option to create multiple connections to the same or different Tenant. Each connection requires its own connection settings and may include the same or different credentials (i.e., username, password). Adding multiple connections to the same Tenant is useful if you plan to have multiple teams or individuals that want to manage their own connections and templates.

Field Descriptions

On Premise (UiPath Orchestrator)

This section describes the connection settings data fields if you are using the UiPath Orchestrator.

  • Connection Name - A unique name for your connection.
    • This name is only used in the UiPath Connector for Salesforce application and it does not need to match the name of the Tenant that you're connecting to.
    • Your name can include alphanumeric characters (a-z, 0-9), special characters, and spaces.
  • Connection Type - On Premise.
  • UiPath Orchestrator URL - The URL of the UiPath Orchestrator instance you're connecting to Salesforce.
  • Tenant Name - The name of the Tenant that you're connecting to Salesforce.
    • This name must match the name of your Tenant in UiPath Orchestrator.
  • Email or Username - The user that you want to authenticate for your connection.
    • The user must have permissions to access the Tenant. For more information, see About Users in the Orchestrator Guide.
  • Password - The password associated with the user entered in the Email or Username field.
  • Folder - The fully qualified name of the Classic or Modern folder. Leave this field empty if you are not using this functionality.
  • Connect (button) - Saves and verifies the authentication details by establishing a connection between Salesforce and UiPath Orchestrator.
    • If the connection is unsuccessful, a red notification stating "Unable to authenticate UiPath credentials. Please verify and try again." appears at the top of the screen. To resolve the issue, verify your form entries and click the Connect button again.

Cloud (UiPath Automation Cloud)

This section describes the connection settings data fields if you are using the UiPath Automation Cloud.

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Automation Cloud Connection Settings

These settings can be obtained as follows:
Login to your UiPath Automation Cloud account.
Navigate to Services.
For the service you are going to connect to, select API Access
Note the values of Account Logical Name, Tenant Logical Name, Client Id, and User Key.

  • Connection Name - A unique name for your connection.
    • This name is only used in the UiPath Connector for Salesforce application and it does not need to match the name of the Tenant that you're connecting to.
    • Your name can include alphanumeric characters (a-z, 0-9), special characters, and spaces.
  • Connection Type - Cloud.
  • Account Logical Name - The logical name of your Automation Cloud account from the API Access.
  • Tenant Logical Name - The logical name of your service from the API Access.
  • Client Id - The client id from the API Access.
  • User Key - The user key from the API Access.
  • Folder - The fully qualified name of the Classic or Modern folder. Leave this field empty if you are not using this functionality.
  • Connect (button) - Saves and verifies the authentication details by establishing a connection between Salesforce and UiPath Orchestrator.
    • If the connection is unsuccessful, a red notification stating "Unable to authenticate UiPath credentials. Please verify and try again." appears at the top of the screen. To resolve the issue, verify your form entries and click the Connect button again.

Delete a Connection

When deleting a connection that has associated templates, the templates are moved to the Disconnected Templates list. From this list, you can re-associate these disconnected templates with a new or existing connection. For more information, see Disconnected Templates.

To delete a connection, follow the steps below:

  1. From the left-hand panel, select the connection that you want to edit.
  2. Click the Edit button in the upper right corner of the form.
  3. Click the Delete button (this opens a confirmation window).
  4. In the confirmation window, click the Delete button.

You're done! Your authentication is deleted and any associated templates are moved to the Disconnected Templates list for future use.

Updated 2 months ago


Connection Settings


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