This solution is helpful for quick Salesforce contacts creation by reading predefined data from multiple CSV files and by using the “Add Contact” activity.
Also, if some of the fields like AccountId and ReportsToId are not populated in the CSV files, this solution is offering the option either to choose to continue anyway (because they are not required fields), to provide CSV file for creating new account/contact, or to choose from the list of existing accounts/contacts from Salesforce.
After contacts are successfully created, they will be validated by using “Check ID” activity.
How to use:
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 “CsvContactData”, “CsvContact” and “CsvAccount” folders).
Open Main.xaml in UiPath Studio.
Click on Run File.
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 account or/and contact ID are not populated, choose how to proceed:
- Continue Anyway - contact will be created without account/contact ID, since they are not required fields.
- Create new account/contact – update CSV file with appropriate data (CSV files by default are stored in “CsvAccount/CsvContact” folder).
- Choose from existing accounts/contacts – providing list from existing accounts/contacts in Salesforce by using Get Account List/Get Contact List activities, giving the option to choose one of them.