Integration Service user guide

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Last updated May 15, 2025

Installing and configuring the Salesforce Flow Agents managed package

This guide outlines the essential Salesforce setup required for using the Integration Service Salesforce Agentforce & Flows connector.

Prerequisites

Before you begin, ensure the following:

You have a System Administrator profile access with API enabled.

Your Salesforce edition is Enterprise, Unlimited, or Developer Edition.

You can use your current Salesforce org or set up a new Agentforce Developer Edition following the installation instructions on the Salesforce Agentforce developer tools page.

Installing and configuring the Salesforce Flow Agents managed package

Note: This step is required for the integration with Salesforce Flows. For integration with Salesforce Agentforce, skip this step entirely and proceed directly to Creating a connected app in Salesforce.

Accessing and installing the AppExchange listing

Follow these steps to install the UiPath-SF-Flow-Agents-Integration managed package:

In a web browser, access the following web page: Salesforce AppExchange.

Important: For the current preview version of Salesforce Agentforce & Flows connector, use the following URL to access the package: https://<yourSalesforceDomain>.lightning.force.com/packaging/installPackage.apexp?p0=04tPa000000bkIPIAY, replacing <yourSalesforceDomain> with your org domain.
In the search bar, type: UiPath-SF-Flow-Agents-Integration.
Select the app listing, then select Get It Now.
Log in using your Salesforce credentials to continue the installation.
Choose your installation environment:
1. Production: For live Salesforce environments.
2. Sandbox: For testing before production use.
  Note: While the UiPath connector is in preview, environment selection is not available.
Select Install for Admins Only.
This selection grants access to the package only to system administrators. Alternatively, you can choose to make the managed package available to a specific user with appropriate permissions.
Check the box acknowledging the installation of a non-Salesforce application.
Select Install.
After a successful installation, select Done.
Verify the installation by checking the Installed Packages list for "UiPath-SF-flow-agents-integration".

Figure 1. The Installed Packages window in Salesforce

Assigning permission sets

To grant necessary permissions to users with access to the managed package:

Navigate to Setup > Users > Permission Set.
Locate Agentforce Default Admin.
Select Manage Assignments.
Select Add Assignments.
Select the required users.
Select Next, then Assign.

Creating a connected app in Salesforce

Creating a connected app

Open App Manager, select the gear icon in the top-right corner of the window, and select Setup.
In the Quick Find box located on the left sidebar, type and select App Manager.
The list of apps already available in your Salesforce org is displayed.
Select the New Connected App button in the top-right corner of the window.

Figure 2. Creating a new connected app
Select Create a Connected App, then Continue.

Figure 3. The Create a Connected App window
Fill in the Basic Information section for the new connected app:
1. Provide a name. For example, UiPath Salesforce Agentforce Flows Connector.
2. API name: This field is auto-filled based on the provided app name.
3. Provide a contact email: enter your email for any support communication.
To enable OAuth settings for the new app, scroll to the API (Enable OAuth Settings) section.
1. Select the Enable OAuth Settings checkbox.
2. Specify the Callback URL by providing the connector callback URL: https://cloud.uipath.com/provisioning_/callback.
3. Add the required OAuth Scopes:
  - For Salesforce Flows:
    - Full access (full)
    - Perform requests at any time (refresh_token, offline_access)
  - For Salesforce Agentforce:
    - Access chatbot services (chatbot_api)
    - Access the Salesforce API Platform (sfap_api)
    - Full access (full)
    - Manage user data via APIs (api)
    - Perform requests at any time (refresh_token, offline_access)
Manage the security settings for the connected app:
1. Enable the following checkboxes:
  1. Client Credentials Flow: Once enabled, select OK in the following popup window to confirm that anyone with the consumer key and consumer secret can access your org on behalf of the selected user.
  2. Issue JSON Web Token (JWT)-based access tokens for named users – If you intend to use the OAuth 2.0 Authorization Code for authentication with the Integration Service connector, do not enable this checkbox.
2. Disable the following checkboxes:
  1. Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows
  2. Require Secret for Web Server Flow
  3. Require Secret for Refresh Token Flow
    Figure 4. Connected App API Settings
Select Save to save the app. The following message is displayed: "Changes can take up to 10 minutes to take effect. Deleting a parent org also deletes all connected apps with OAuth settings enabled."

Retrieving the client ID and client secret

Go back to App Manager.
Find your app (UiPath Salesforce Agentforce Flows Connector), select the dropdown arrow on the right, and select View.

Figure 5. Viewing the app details
Select Manage Consumer Details.
If prompted, complete the security verification steps. Salesforce may request a verification code sent to your registered email address. Enter the code when prompted to proceed.
The following credentials are displayed:
- Consumer Key – Represents the Client ID.
- Consumer Secret – Represents the Client Secret.
Important: Copy and securely store both values. These credentials are required to configure the Integration Service connector.

Configuring the connected App for JWT and Client Credentials Flow

Go to Setup > Manage Connected Apps.
Find and select your connected app (UiPath Salesforce Agentforce Flows Connector).
Select Edit Policies:
1. Under Client Credentials Flow, configure the Run as user field. The connector impersonates this user to invoke the APIs for Flows and Agents.
  
  Note: This is the service account for the connector. Ensure you choose a user who has the required permissions (API Only access or is API enabled).
2. Under JWT-Based Access Token Settings for Named Users:
  - Enable the Issue JSON Web Token (JWT)-based access tokens checkbox.
  - Set the Token Timeout to a value of 30 minutes.
    
    Figure 6. JWT-Based Access Token Settings for Named Users
Select Save.

Enabling UiPath connector access to your custom Agentforce agents

Note: This step is not required for the AgentForce (Default) agent.

For each custom agent, follow these steps:

Go to Setup and search for "agent".
Select Agentforce Agents.
In the Give Users Access to the Agentforce (Default) Agent section, select the name of your custom agent (for example, My Agentforce Service Agent).

Figure 7. Giving users access to Agentforce agent
Select the Connections tab, then select Add.

Figure 8. Configuring connections for your custom Agentforce agent
In the Add Connection window:
1. Set the Connection field to API.
2. Provide an integration name, such as UiPath Connector.
3. Under Connected App, select the connected app you previously created (UiPath Salesforce AgentForce Flows Connector).
  
  Figure 9. UiPath Salesforce AgentForce Flows Connector
4. Save the connection.

Your UiPath connector can now access your custom Salesforce agent. Ensure the agent you want to invoke is activated.

Next, configure the Salesforce AgentForce & Flows connector in Integration Service. Go to Salesforce Agentforce & Flows authentication to create a connection.

Common issues and troubleshooting

The following section lists common issues you may encounter when configuring the Salesforce Flow Agents managed package or a connected app, and how to fix them.

Issue: Installing the managed package fails due to missing dependencies

Ensure that all required Salesforce features (like API access and Einstein AI) are enabled.
Check package dependencies in the installation logs.

Issue: Users cannot access certain features

Verify that the correct profiles and permission sets have been assigned to the service account user and end users of the agent.
Ensure you have activated the agent.

Issue: External system fails to connect to Salesforce

Check API settings and ensure the OAuth authentication is configured for the connected app.

Monitoring and verifying the execution status of auto-launched flows triggered via the UiPath Connector

Follow these steps to access the custom Flow Execution log object in Salesforce:

Navigate to the App Launcher (the grid icon in the top-left corner).
Search for Flow Execution in the search bar.
Select the Flow Execution tab or object name that appears in the search results.
This action opens the list view of Flow Execution records. A new record is created for each flow that is triggered via the UiPath Connector.

Figure 10. Flow Execution records
Select a particular Flow Execution name to view the details of that execution.

Figure 11. Flow Execution details