Autenticação do Salesforce

Pré-requisitos

Para criar uma conexão, você precisa das seguintes credenciais:

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.

Observação:

Para se autenticar no Salesforce, você deve ter a edição Enterprise ou a edição Professional do Salesforce Sales Cloud com suporte a API.

Para configurar um novo aplicativo no Salesforce Sales Cloud, você deve ter privilégios de Administrador. Entre em contato com o administrador do sistema se você não tiver esses privilégios.

Adicione a conexão do Salesforce

Para criar uma conexão com sua instância do Salesforce, você precisa realizar as seguintes etapas:

Select Integration Service from Automation Cloud^TM.
From the Connectors list, select Salesforce. You can also use the search bar to narrow down the connector.
Selecione o botão Adicionar conexão .
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.
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).
Insira as credenciais necessárias.
Selecione Conectar.
Sua conexão foi adicionada.