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Maximize Your Sales Potential with Salesforce Integrations and Connector
Salesforce revolutionizes customer relationship management and sales, offering a suite of tools for lead generation, pipeline management, opportunity tracking, and exceptional customer service. Tailored for businesses of all sizes, Salesforce not only streamlines operations but also provides valuable insights into sales performance and customer behavior through advanced analytics and reporting.
By integrating Salesforce with UiPath, you can seamlessly automate key aspects of the sales cycle, from efficient lead management to dynamic report generation. You not only enhance productivity but also ensure a more streamlined sales process.
Salesforce connector
Salesforce is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more.
Explore Studio Web templates
Quickly start in Studio Web as your Web based automation canvas and build and test Cross-platform automations across online apps and services.
| Template | Apps | Used in | ||
|---|---|---|---|---|
 | Customer onboarding with Salesforce and ServiceNow using Azure OpenAI When an opportunity is won in Salesforce, create an onboarding ticket in ServiceNow and inform the team over Slack with a summary generated in Azure OpenAI. |    | <100 automations | |
| Notify owner via Slack when a Salesforce case is assigned When a Salesforce case is assigned, notify the owner via Slack. | | <100 automations | |
| Customer onboarding with Salesforce and ServiceNow using OpenAI When an opportunity is won in Salesforce, create an onboarding ticket in ServiceNow and inform the team over Slack. | | <100 automations | |
| Notify me on Slack when a Salesforce lead is created Post Slack notifications when a lead is created in Salesforce with additional information. | | <100 automations | |
| Send an SMS message via Twilio when a new Lead is created in Salesforce Send an AI generated SMS message via Twilio to a new Lead when it's created in Salesforce. |   | <100 automations | |
| Extract new lead information from an Outlook email and add it in Salesforce When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry. |  | <100 automations | |
| Extract new lead information from a Gmail email and add it in Salesforce When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry. |  | <100 automations | |
| Notify channel on Microsoft Teams when a new Lead is created in Salesforce Every time a new lead gets created in Salesforce, send a Teams message to a channel with the lead name and company name |  | <100 automations |
Start from activities and triggers
Experience a quick start with Studio Web's activities and triggers to expedite your automation time-to-value.
Email Received
Email Received
Lead Created
Explore Studio Desktop listings
Tap into Studio's ecosystem for diverse activities, powering use cases from data extraction to IT automation, all within your desktop application.
| Listing | Apps | Downloads | ||
|---|---|---|---|---|
 | Activities Pack for Salesforce Set of custom activities that integrates with Salesforce PROD & SANDBOX Instances. | | 35594 | |
| Salesforce Activities A set of activities for Japanese clients, which make Salesforce Sales Cloud automation to be stable, safe and fast. | | 11857 | |
| Salesforce Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API. | | 4709 | |
| Salesforce Activities Extension Package A set of 130 Activities and 5 wizards that allow you to do a very fast implementation for the Salesforce Lightning Platform. | | 3712 | |
| Salesforce Marketing Cloud Activities 30 Activities and 3 wizards that allow you to do a very fast implementation for Salesforce Marketing Cloud. For this activity you have multiple movies on YouTube. | | 2217 | |
| Salesforce UIAutomation for Citizen Developers This package includes a set of activities that interact with the Lightning User Interface of Salesforce. The activities included in the package are meant to be used by Citizen Developers. | | <100 | |
| Export and Import Contacts in Salesforce This activity facilitates the upload of large numbers of contacts from input files to Salesforce as well as the retrieval of contacts from Salesforce using SOQL queries. |  | <100 | |
| Salesforce Activity Package Salesforce enhances sales with cloud-based CRM and automation. Integrate it with UiPath for process automation. | <100 |
Explore Collections to get inspired
Don't know where to start from? Dive into our curated collections. They're your stepping stones to innovative automation projects.
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
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