サインイン
Salesforce
作成者: UiPath
0
Integration Service のコネクタ
151
要約
要約
Salesforce is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more.
概要
概要
Salesforce (SFDC) is a cloud-based customer relationship management (CRM) and sales platform that enables businesses to manage opportunities, customer relationships, and progress, among other functions.
The UiPath connector for Salesforce empowers users to automate specific aspects of the sales cycle, ranging from lead management to report generation, thereby streamlining sales processes and boosting productivity.
To begin automating processes, it is necessary to first establish a connection with your Salesforce instance by following the step-by-step instructions provided in the .
The supports events via polling, with more details available on the .
With the connection, can be enabled in , allowing users to create automations that interact with their Salesforce data. These activities permit executing create, read, update, and delete operations on Salesforce objects, including customizations.
The UiPath connector for Salesforce is compatible with REST API v52, with more information available on the . By leveraging the UiPath connector for Salesforce, businesses can increase efficiency and optimize their sales operations.
機能
機能
Salesforce is designed to help businesses of all sizes manage their customer interactions and improve their sales process. It offers a range of features and tools to manage various aspects of the sales cycle, such as:
- lead generation
- pipeline management
- opportunity management
- customer service
The platform also provides insights into sales performance and customer behavior through analytics and reporting.
技術情報
更新日
2023年9月6日アプリケーション
サポート
リンク: https://www.uipath.com/company/contact-us/contact-technical-supportUiPath Standard Support, see your Service Agreement.
リソース
類似のコンポーネント
