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Add Salesforce Accounts from Multiple CSV Files

Add Salesforce Accounts from Multiple CSV Files

by InterWorks

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Solution

Downloads

16

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Summary

Summary

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

Overview

Overview

{"blocks":[{"key":"2ji5q","text":"This solution is helping for quick Salesforce Account creation by reading predefined data from multiple CSV files and by using “Add Account” activity.","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"ea4hq","text":"","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"90fdp","text":"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.","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"3q71r","text":"","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"1ju92","text":"After Accounts are successfully created, they will be validated by using “Check ID” activity.","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"3m5ne","text":"","type":"unstyled","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"7543d","text":"How to use:","type":"unstyled","depth":0,"inlineStyleRanges":[{"offset":0,"length":11,"style":"BOLD"}],"entityRanges":[],"data":{}},{"key":"5187t","text":" Watch this video in order to establish a connection between UiPath and Salesforce Lighting Platform.","type":"unordered-list-item","depth":0,"inlineStyleRanges":[{"offset":0,"length":1,"style":"BOLD"}],"entityRanges":[{"offset":12,"length":5,"key":0}],"data":{}},{"key":"8tqfi","text":"Update the CSV files with appropriate data (the CSV files by default are stored in “CsvAccountData” folder).","type":"unordered-list-item","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"1orej","text":"Open Main.xaml file in UiPath Studio.","type":"unordered-list-item","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"7ue25","text":"Click on Run File.","type":"unordered-list-item","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"ejln5","text":"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).","type":"unordered-list-item","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"1dgj","text":"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:","type":"unordered-list-item","depth":0,"inlineStyleRanges":[],"entityRanges":[],"data":{}},{"key":"1s38b","text":" 1. Continue anyway (without Parent Account populated)","type":"unstyled","depth":0,"inlineStyleRanges":[{"offset":12,"length":18,"style":"BOLD"}],"entityRanges":[],"data":{}},{"key":"3fdes","text":" 2. Parent Account from the existing Accounts (user can choose from the drop-down menu one of the existing accounts in Salesforce)","type":"unstyled","depth":0,"inlineStyleRanges":[{"offset":12,"length":44,"style":"BOLD"}],"entityRanges":[],"data":{}},{"key":"a0ki0","text":" 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)","type":"unstyled","depth":0,"inlineStyleRanges":[{"offset":13,"length":2,"style":"BOLD"},{"offset":16,"length":34,"style":"BOLD"}],"entityRanges":[],"data":{}}],"entityMap":{"0":{"type":"LINK","mutability":"MUTABLE","data":{"url":"https://www.youtube.com/watch?v=FRIfbgbVzfs"}}}}

Features

Features

Quick Account creation in Salesforce Lighting Platform and data validation for the created Accounts.

Additional Information

Additional Information

Dependencies

UiPathTeam.Salesforce.Lighting_Platform.Activities

Code Language

Visual Basic

Publisher

InterWorks

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License & Privacy

MIT

Privacy Terms

Technical

Version

1.0

Updated

May 13, 2020

Works with

Studio: 20.4 - 22.10

Certification

Silver Certified

Application

Salesforce

Support

UiPath Community Support

Resources

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