- Getting Started
- UiPath Add-in for Mulesoft
- UiPath Add-in for Microsoft Power Automate
- UiPath Add-in for Salesforce
- UiPath Add-in for ServiceNow
- UiPath Add-in for Workato
- UiPath Add-in for Workday
Quickstart
In this section, learn how to use the UiPath Add-in for Salesforce in a simple Salesforce business process automation.
The purpose of this guide is to show you how to use the UiPath Add-in for Salesforce in a simple Salesforce business process automation (via Process Builder). Using a Salesforce Opportunity object as an example, you'll complete the following:
- Add a Connection
- Create a Queue Template
- Create a Job Template
- Build an Automation Process (Process Builder)
- Test your Automation Process
After completing the steps in this guide, you'll have a add-in that does the following:
- Establishes an authenticated connection between your Salesforce platform and a UiPath Orchestrator Tenant. This guide uses an on-premise UiPath Orchestrator connection.
- Adds a Queue item to an existing Queue when a Salesforce Opportunity object stage changes to Closed Won.
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Creates a new Job to execute an existing Process when a Salesforce Opportunity object stage changes to Closed Won.
Note:For more information about the UiPath Add-in for Salesforce and its features, see the following pages:
Before you begin:
- Complete the Setup steps.
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Set up a new, or use an existing, UiPath Orchestrator instance that has a Tenant, Environment, Process, and Robot.
Note:For the purposes of this guide, ensure that you have an available Robot that does not have existing jobs in the pending state; this makes it easier to verify the success of your setup and process.
You're done! Next, let's open the Salesforce Lightning Process Builder to build a simple automation process that uses your new templates.
In this section, you use the Salesforce Lightning Process Builder to create a process that invokes your new templates when a Salesforce Opportunity stage is changed to Closed/Won.
For more information about the Salesforce Lightning Process Builder, see Lightning Process Builder in the Salesforce documentation.