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.

This solution is helping for quick Salesforce Account creation by reading predefined data from multiple CSV files and by using “Add Account” activity.

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

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

 Watch this video in order to establish a connection between UiPath and Salesforce Lighting Platform.

Update the CSV files with appropriate data (the CSV files by default are stored in “CsvAccountData” folder).

It will ask you to provide the required input data such: 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 in the CSV File for the specific Account the ‘ParentId’ cell is not populated then, there are three different options from which you can choose:

            1. Continue anyway (without Parent Account populated)

            2. Parent Account from the existing Accounts (user can choose from the drop-down menu one of the existing accounts in Salesforce)

             3. Add new Account for Parent Account (user can add a new Account for Parent Account, you need to provide a new path (stored in the “CsvAccountDataNewAccount” folder) for the new Account)

Helps for quick Salesforce Account creation by reading Accounts 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 Account Creation in Salesforce Lightning Platform by using multiple CSV files

Add Salesforce Accounts from Multiple CSV Files

Add Salesforce Accounts from Multiple CSV Files

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