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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 コネクタ
Salesforce is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more.
Studio Web テンプレートを見る
Web ベースの自動化キャンバス「Studio Web」で、さまざまなオンライン アプリやサービスを自動化するクロスプラットフォーム オートメーションを構築・テストできます。
| テンプレート | アプリ | 使用中のオートメーション | ||
|---|---|---|---|---|
 | 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| Notify owner via Slack when a Salesforce case is assigned When a Salesforce case is assigned, notify the owner via Slack. | | <100 オートメーション | |
| Notify me on Slack when a Salesforce lead is created Post Slack notifications when a lead is created in Salesforce with additional information. | | <100 オートメーション | |
| 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 オートメーション |
アクティビティやトリガーを使用する
Studio Web のアクティビティとトリガーを活用して素早く開始し、自動化のタイム トゥ バリューを短縮できます。
Email Received
Email Received
Lead Created
デスクトップ版 Studio のコンポーネントを見る
Studio のエコシステムを活用して、多種多様なアクティビティを利用できます。データ抽出から IT オートメーションまで、幅広い自動化のユース ケースをデスクトップ アプリケーションから実現できます。
| コンポーネント | アプリ | ダウンロード数 | ||
|---|---|---|---|---|
 | Activities Pack for Salesforce Set of custom activities that integrates with Salesforce PROD & SANDBOX Instances. | | 35597 | |
| Salesforce Activities A set of activities for Japanese clients, which make Salesforce Sales Cloud automation to be stable, safe and fast. | | 11860 | |
| Salesforce Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API. | 4734 | ||
| 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. | | 3721 | |
| 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. | | 2219 | |
| 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 |
コレクションを見てインスピレーションを得る
迷ったら、まずはキュレーションされたコレクションを見てみましょう。革新的な自動化プロジェクトへの足がかりとなるはずです。
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
類似のアプリ
同じカテゴリ内のよく似たアプリケーションをチェックして、幅広い自動化の可能性を探りましょう。
