studio

2023.4

false

Release Notes
- 2023.4.0
- 2023.4.1
- 2023.4.2
- 2023.4.3
- 2023.4.4
- 2023.4.5
- 2023.4.6
- 2023.4.7
- 2023.4.8
- 2023.4.9
- 2023.4.10
Getting Started
- Introduction
- The User Interface
- Keyboard Shortcuts
- Signing in to Your Account
- Configuring Studio Settings
- Project Templates
- Creating a Basic Process
- Creating a Basic Library
- Tutorials
Setup and Configuration
- Hardware and Software Requirements
- Install Studio
- Activate Studio
  - About Licensing
- Update Studio
- Command Line Parameters
- Supported Applications and Technologies
- Enabling Gmail for Email Activities
- Opting Out of Telemetry
- Studio Executables
Automation Projects
- About Automation Projects
  - About the Windows - Legacy Compatibility
  - About the Project.Json File
- About Publishing Automation Projects
- About Libraries
  - Loading Web Services in Libraries
  - Activities Generated from Web Services
- Designing Automations
- Managing activity packages
- Configuring Activity Project Settings
- Signing Packages
- Governance
- Importing Entities
- Modern Design Experience
- Linking a Project to an Idea in Automation Hub
- Using the Data Manager
Dependencies
- About Dependencies
- Managing Dependencies
- Project Dependencies Mass Update
  - Mass Update Command Line Parameters
- Missing or Invalid Activities
Types of Workflows
- Sequences
- Flowcharts
- State Machines
- Global Exception Handler
- Workflow From a Template
- Forms
File Comparison
- About File Comparison
- Comparing Files
Automation Best Practices
- Workflow Design
- UI Automation
- Project Organization
- Automation Lifecycle
- Methodology for reusing UI components
Source Control Integration
- About Version Control
- Managing Projects With GIT
- Managing Projects With TFS
- Managing Projects With SVN
- Workflow Diff
Debugging
- About Debugging
The Diagnostic Tool
- About The Diagnostic Tool
Variables
- Managing Variables
- The Variables Panel
- Types of Variables
- UiPath Proprietary Variables
Arguments
- Managing Arguments
- The Arguments Panel
- Using Arguments
Imported Namespaces
- About Imported Namespaces
- Managing Namespaces
Trigger-based Attended Automation
- Trigger-based attended automation
- Overview
- Tutorials
Recording
- About Recording
- Recording Types
- Automatic Recording
- Example of Automatic Recording With Basic and Desktop
- Example of Automatic Recording With Web
- Manual Recording
UI Elements
- About UI Elements
- UI Activities Properties
- Input methods
  - Chromium API
- Example of Using Input Methods
- Output or Screen Scraping Methods
- Examples of Using Output or Screen Scraping Methods
- Generating Tables From Unstructured Data
- Relative Scraping
Control Flow
- About Control Flow
- Control Flow Activities
Selectors
- About Selectors
- UI Explorer
- Selectors With Wildcards
- Full versus partial selectors
- Dynamic Selectors
- Fuzzy Search
- RegEx Search
- Non-greedy search
- Case-sensitive selectors
Object Repository
- About Object Repository
- Creating an Object Repository
- Reusing objects and UI libraries
Data Scraping
- About Data Scraping
- Example of Using Data Scraping
Image and Text Automation
- About Image and Text Automation
- Mouse and Keyboard Activities
- Example of Using Mouse and Keyboard Automation
- Text Activities
- Example of Using Text Automation
- OCR Activities
- Installing OCR Languages
  - Installing an OCR Engine and Changing the Language
- Image Activities
- Example of Using OCR and Image Automation
Automating Citrix Technologies
- About Automating Citrix Technologies
- Configuration Steps
- Example of Automating a Citrix App
- Known Issues and Limitations
RDP Automation
- About Native RDP Automation
- Configuration Steps
- How Native RDP Automation Works
- Example of RDP Automation
- Known Issues and Limitations
Salesforce Automation
- About Salesforce Automation
- Support for Salesforce Lightning Interface
SAP Automation
- SAP WinGUI
- SAP Fiori
  - About SAP Fiori Automation
  - Identifying SAP Fiori Elements
- SAP WebGUI
VMware Horizon Automation
- About VMware Horizon Automation
- Configuration Steps
Logging
- Studio Logs
- Setup Logs
- OCR Diagnostic Logs
- Logging Levels
- Types of Logs
- Protecting Sensitive Information
The ScreenScrapeJavaSupport Tool
- About the ScreenScrapeJavaSupport Tool
- Argument Descriptions for the ScreenScrapeJavaSupport Tool
The WebDriver Protocol
- About the WebDriver Protocol
- Configuration Steps
- Known Issues and Limitations
Test Suite - Studio
- Introduction
- Application Testing
- Testing project templates
  - Test Automation Framework
  - SAP Testing Project
- Test Cases
- Data-Driven Testing
- RPA Testing
- Execution Templates
- Test Case Templates
- Test Explorer
- Mock Testing
- API Test Automation
Extensions
- About extensions
- SetupExtensions tool
- UiPath Remote Runtime
  - UiPath Remote Runtime troubleshooting
- Extension for Chrome
- Extension for Edge
  - Edge Group Policies
  - Edge extension troubleshooting
- Extension for Firefox
  - Firefox Extension troubleshooting
- Extension for Java
  - Java extension troubleshooting
- Extension for Silverlight
  - Silverlight Extension troubleshooting
- Extension for Citrix
  - Citrix Extension troubleshooting
- Extension for Microsoft Remote Desktop and Apps
  - Configure the UiPath Remote Plugin for custom remote applications
  - Troubleshooting
- Extension for VMware Horizon
- SAP Solution Manager plugin
- Excel Add-in
Troubleshooting
- About troubleshooting
- Microsoft App-V support and limitations
- Internet Explorer X64 troubleshooting
- Microsoft Office issues
- Identifying UI elements in PDF with Accessibility options
- Repairing Active Accessibility support
- JxBrowser applications troubleshooting
  - User Events Monitoring
- Automating Applications Running Under a Different Windows User
- Validation of large Windows-legacy projects takes longer than expected

Studio User Guide

Last updated Nov 4, 2024

About Salesforce Automation

Salesforce is a web-based cloud service that provides customer relationship management services, as well as a complementary suite of enterprise application focused on customer service, marketing automation, analytics, and application development.

The entire range of activities from the UI Automation activity package can be used for this purpose. To create automation processes with the UIAutomation activities pack, you are not required to install any additional extensions.

Salesforce UI automation can be created on the following web browsers:

Microsoft Edge (Chromium) Browser - requires the Extension for Edge
Google Chrome - requires the Extension for Chrome

The recommended input types are:

The SimulateType property is recommended for the Type Into activity.
The SimulateClick property is recommended for the Click activity.

You can automate Salesforce processes by using UI Automation activities coupled with Salesforce specific activities.

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