- 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
Setup
In this section, learn how to set up the Salesforce add-in.
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:
- Install the UiPath Add-in for Salesforce App.
- Register your UiPath Orchestrator Site.
- Set up My Domain Subdomain.
- Assign UiPath Administrator Permission Set.
-
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.
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: