By combining the automation capabilities of UiPath with Salesforce's robust CRM capabilities and the communication efficiency of Slack, you can achieve a harmonious workflow. Streamline lead management, automate critical processes, and enhance collaboration within your team. With UiPath orchestrating automation, Salesforce managing customer relationships, and Slack fostering instant communication, your workflow becomes a well-coordinated, agile powerhouse. Experience a new era of efficiency, collaboration, and automation for sustained growth and success.
連携コネクタ
コネクタは、サードパーティのサービスとの連携に使用されます。必要に応じて有効化または無効化できます。
Salesforce
Salesforce is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more.
Slack
Slack is an organizational communication and collaboration platform.
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 | ||
---|---|---|---|---|
Notify me on Slack when a Gmail email is received Send a Slack message using Slackbot every time you receive a Gmail email. | ![]() ![]() | 332 オートメーション | ||
Notify me on Slack when an Outlook Email is received Send a Slack message using Slackbot every time you receive an Outlook email. | ![]() ![]() | 226 オートメーション | ||
Notify team on Slack when a new Jira issue is created When a new issue is created in a particular Jira project with a certain component, we notify the team on Slack for awareness. | ![]() ![]() | 112 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 | ||
Share new Zoom recordings on a Slack channel When a Zoom recording is published to cloud, get the details and share them on a Slack channel alongside a URL to the recording. | ![]() ![]() | <100 オートメーション | ||
Notify me on Slack when a Gmail event invitation is received Send a message via Slackbot containing the organizer, the subject and event details when an event invitation is received in Gmail. | ![]() ![]() | <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 |
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。
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 | ||
Slack Simplify automating processes that use Slack by replacing UI operations with background API calls. | 3665 | |||
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 |
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.
自動化の力と、今日最も人気のあるコミュニケーション ツールをシームレスに融合します。 Slack、Zoom、Teams、Kaizala などの最も人気のあるアプリケーションを使用して、ビジネスの効率を高め、コラボレーションを強化します。 日常的なタスクを自動化し、情報を簡単に共有し、チームの生産性を向上させ、グローバルなコラボレーションを促進し、言語の壁を打ち破り、ビデオ会議の包括性を高めます。
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。