InterWorks is leading software development outsourcing company in the Eastern Europe region. In the past years, InterWorks has made the first crucial progressive step and introduced its leading software solutions in the USA and European markets. As an offshore department of one of the Largest technical consulting company in Central US, with its own projects, our company is already directly present in the biggest world software market.

58c3184e-f383-4f08-8d54-4b0c6635b3b0.png

28ceb661-365d-4525-93f3-0ce677e03eac.jpg

dddd0f5b-9426-4c43-ab19-8e18ee090880.zip

This solution is helpful for quick Salesforce campaigns creation by reading predefined data from multiple CSV files and by using the “Add Campaign” activity.

Also, if the field ParentId is not populated in the CSV files, this solution is offering the option either to choose to continue anyway (because it is not required field), to provide CSV file for creating new campaign or to choose from the list of existing campaigns from Salesforce. 

After the campaigns are successfully created, they will be validated by using “Check ID” activity.

Watch this video in order to establish the connection between UiPath and Salesforce Lightning Platform.


Update the CSV files with appropriate data (CSV files by default are stored in “CsvCampaignData” and “CsvCampaign” folders). 


It will ask you to provide the needed input data such as: Salesforce username, Salesforce password, Security Token, Consumer Key, Security Key and location of the CSV file (in case it was changed from the default location).


 If PrarentId is not populated, choose how to proceed: 

       -  Continue Anyway -  the campaign will be created without the ParentId, since it is not a required field

       -  Create new Campaign – update CSV file with appropriate data (CSV files for creating campaign whose Id will be used as ParentId by default are stored in “CsvCampaign” folder) 

       -  Choose from existing Campaigns – providing the list from existing campaigns in Salesforce by using Get Campaign List activity, giving the option to choose one of them. 

Helps for quick Salesforce campaigns creation by reading campaigns data from multiple CSV files

MIT License Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the 'Software'), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED 'AS IS', WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Initial Version for Campaigns Creation in Salesforce Lightning Platform by using multiple CSV files

Add Salesforce Campaigns from Multiple CSV Files

Add Salesforce Campaigns from Multiple CSV Files

Add Salesforce Accounts from Multiple CSV Files…

Add Contacts in Salesforce from Multiple CSV Files…

Add Case in Salesforce from CSV file…

Create Leads in Salesforce from Multiple CSV Files…