Salesforce Activity Package

Salesforce enhances sales with cloud-based CRM and automation. Integrate it with UiPath for process automation.

Salesforce is a premier cloud-based CRM and sales platform designed to enhance the management of opportunities, relationships and progress. With Salesforce, you can automate key aspects of the sales cycle, including lead management and report generation.

Prerequisites for Using Salesforce Activities

To leverage Salesforce activities, you'll need a Salesforce account and the UiPath for Salesforce app. Obtain these resources from your Salesforce Administrator. Alternatively, developers can utilize a Salesforce Developer account to automate Salesforce processes effectively.

How It Works

To facilitate outbound automation between UiPath and Salesforce, the activities use the UiPath Connector for Salesforce to establish a secure, authenticated connection. Before starting your first project, be sure to follow the Authentication Guide provided in the connector documentation to ensure a smooth integration process.

Activities

• Create account - Create an account in Salesforce.
• Update account - Update an account in Salesforce.
• Create Contact - Create a contact in Salesforce.
• Update contact - Update a contact in Salesforce.
• Create lead - Create a lead in Salesforce.
• Update lead - Update a lead in Salesforce.
• Create opportunity - Create an opportunity in Salesforce.
• Download File - Download a file in Salesforce.
• Insert Record - Insert a new record.
• Update Record - Updates an existing record.
• Delete Record - Deletes a record.
• Get Record - Retrieves a record.
• List All Records - Lists all the records in Salesforce.
• Upload File - Upload a file to Salesforce.
• Search Records - Search for one or more records of a standard or custom Salesforce object such as Lead, Opportunity etc.. using filters.
• Get Opportunity - Retrieve the information of an opportunity from Salesforce.
• Get Lead - Retrieve the information of a lead from Salesforce.
• Get Contact - Retrieve the information of a contact from Salesforce.
• Get Account - Retrieves the information of an account from Salesforce.
• Add File to Record - Add an uploaded file to a record in Salesforce.
• Get Bulk Job Info - Retrieve the status, processed records information of a bulk upload or bulk download/query job by providing the job ID.
• Search Using String - Search records in Salesforce using a string by executing an SOSL parameterized search.

• Create Bulk Upload Job
• Get Account
• Search using String
• Update Lead
• Opportunity Closed And Won
• Opportunity Created
• Create Contact
• Update Account
• Get Lead
• Create Lead
• Contact Created
• Get Bulk Job Info
• Record Updated
• Upload File
• Update Record
• Get Object Fields
• Download File
• Wait for an Event on Salesforce and Resume
• Create Opportunity
• List All Records
• Salesforce HTTP Request
• Record Created
• Get Record
• Starts or Aborts Bulk Job
• Create Bulk Download Job using SOQL
• Get Opportunity
• Lead Created
• Add File to Record
• Search using SOQL
• Get Report
• Insert Record
• Delete Record
• Download SOQL Bulk Job Results
• Get Contact
• Search Records
• Update Contact
• Account Created
• Create Account
• Download Unprocessed Records of Bulk Upload