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Senior RPA Developer

<ul><li>Love the idea of this, but cannot create and link a Salesforce App to UIPath. This document is no longer available <a href="https://s3-us-west-2.amazonaws.com/near-me-oregon/instances/214/uploads/attachments/custom_attachment/file/8165/UiPathGo_User_Guide_Salesforce_Lightning_Platform.pdf?X-Amz-Expires=600&amp;X-Amz-Date=20190404T192037Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=AKIAJYBWEGW4PEDEF5SQ/20190404/us-west-2/s3/aws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=40cf2db24c3b4068a882e30cdfa5ff4ece73c34e107caa134a180f77487c348b" target="_blank" style="color: rgb(0, 133, 202);">UiPathGo_User_Guide_Salesforce_Lightning_Platform.pdf</a> - can you update it or walkthrough steps generating the credentials in Salesforce and applying them to UIPath SF Connector?</li></ul>

Hi Cristian,For "Salesforce Application Scope" activity, is it possible to change access to a Developer Salesforce account with an URL that's different from either Test or Live?Thank you,Camellia====== These are the two options from your GuideServer Type:Option 1: Test this will access to https://test.salesforce.com/Option 2: Live this will access to https://login.salesforce.com/

Issue with Delete Account activity in Salesforce lightning connector scope. Hi Christian Negulescu, I have tried "Delete Account" activity from the Salesforce lightning connector. But, it is showing below error. Could you please suggest further steps? &nbsp;Delete Account : One or more errors occurred.

Thanks Cristian Negulescu for the response, Update Account is working well without any issue. Only 'Delete Account' is showing error as mentioned earlier. kindly let me know once you have the new update ready.Thanks.

Hi Cristian, I'm having problem with the SOQL query part. When I construct a SOQL query, that works perfectly in the SF Developer Console, I get results that return "Error" as the values. It returns headers and the correct amount of rows, but the values are all "Error". My SOQL structure is as follows: SELECT Contact.Id,Contact.customField FROM Contact Where Contact.customField in ('value1','value2','value3'...'valueN')I get the same result if I use the Get Data Wizard, both on Test and Live.

Hi Cristian,I tried sending an email from the UIPath and it's getting reflected in Salesforce but i am not getting the same mail in my inbox (email address that I have mentioned in ToAddress).Please help me to understand if I am missing something.Regards,Vishal Jain

Hi Christian, how can i create the SOQL statement dynamic by passing variables to it?My current approach was this one:"SELECT Name,id FROM Quote WHERE Name='Quote "+quote.ToString+"'" But the activity Get Quote List reads it as a complete string like: SELECT&nbsp;Name, idFROM&nbsp;QuoteWHERE&nbsp;Name='Quote "+quote.ToString+"' Any advise? Kind regards Patrick

Hi Cristian,is it possibile to use connector in order to download salesforce attachments?

Hi Cristian,Does Big Data activity support Bulk API V2 in salesforce which does not need creation of batches for records insert operation?

Hi Cristian,the dynamic SOQL statement works for me! Is it possible to get the value of a picklistitem?My problem is that the api field that i read has not the shown text as value.My example:opportunity - api field name: Industry__c = "Test" (via Get Opportunity List)The Salesfore Ui shows in the Browser "Test [A.]"How can i get the "[A.]"? There is no other API field name which contains all. My Salesforce colleagues said that I need to read out the value of the picklist.Kind regardsPatrick

Hi Cristian,I am using SF Lightning connector api to connect with sales force.I have an issue in downloading email attachment of a particular case as the documents attached are in the Attachment Table and the activity of download files can only download files i.e. from Files Table.Is there anyway to download email attachments while using the lightning connector?Thanks,Kunal

Hello, Cristian.Will you be adding the ability to attach/download files in the Case objects in Salesforce?

Hello, Cristian,I am using Add Case activity to add case. Basically I read email subject and description to create Case. When I pass formatted description to Add Case activity, it is throwing error 'Can not deserialize instance'. I identify the \r\n in Description causing problem so replaced with \n. Now I am getting different error 'Unexpected character : was expecting comma to separate OBJECT entries '. I tried passing mail.Headers(HTMLBody), but still having same issue. Help pls.Tnx Narasimha

Hi Christian, I am using the Add Custom Item activity to add FeedItem objects to cases in Salesforce. I know that it is possible via an API call to create FeedItem objects that contain an @Mention, but I have not been successful in utilizing the activity to do the same. Is this possible to do using the activity? I am currently running v.1.0.0.798 of the package as upgrading "Failed to create a 'ServerType' from the text 'Live' "

Hello Cristian,I need help downloading all the data in a particular case list view. I'm not sure how to get all of those using Salesforce Activities Extension Package.

Do you have any plans for UPdating/creating CR on salesforce based on minimal inputs from user and automatically creates CR for that user 

The activity display is missing and the "Configure Prameters" button cannot be pressed.

I am trying to pass the value of the defined variable and trying to pass them as a variable in Parameter but I am getting error. Is this Salesforce Activities limitation?

https://www.awesomescreenshot.com/image/5999773?key=822a3896d47934d21e08c78de305eb32

My requirement is, I want to use the existing connection again and again in duration of 10-15 mins. Hence, before I use the connection I need to check if it is valid or not.

I don't find any way to check if the connection is valid or not. Can you please guide me with this?

I can't edit Update Custom Object activity because buttom of Configure Parametaers isn't be shown.

https://forum.uipath.com/t/salesforce-activities-extension-package-update-custom-object/331023?u=kaji

I am unable to call a SalesForce class using this package. Could you please share an example? It would really help.

Quick question, I am trying to create the Opportunity but in that, we need to create the Estimated Loan amount which is the Currency Data Type can you please guide me on how we can update or add this type of data type for an Opportunity or Quote. Because in all the videos what I have seen is picklist or string even when I tried with Wizard also it is showing me the data type like Currency or percent but the definition is not creating for that field.

Can you please guide me on how to achieve it, I am stuck here?

Did you not found a way yet to send an email? thanks!

The data from Salesforce is not loading onto Uipath. When I click "Get Example Data" in the Parameters Wizard I get the error: 

ErrorErrorSystem.InvalidOperationException: An invalid request URI was provided. The request URI must either be an absolute URI or BaseAddress must be set.
 at System.Net.Http.HttpClient.PrepareRequestMessage(HttpRequestMessage request)
 at System.Net.Http.HttpClient.SendAsync(HttpRequestMessage request, HttpCompletionOption completionOption, CancellationToken cancellationToken)
 at System.Net.Http.HttpClient.SendAsync(HttpRequestMessage request)
 at UiPathTeam.Salesforce.ExtensionPackage.Activities.CheckIDWizard.<ButtonClickLogic>d__16.MoveNext()

I have checked my username, password, consumer key and consumer secret several times.

I'm struggeling against the limitation of the number of rows when executing the report activity. Up to now I've a couple of ways to bypass the limitation: 

1) triggering the export of the csv from the webpage of the report 

2) using the big data activities and then combining the data within the UiPath app joining the different table I got, but this is very heavy and time consuming.

My question is if there's a way via REST api to obtain the same result as bullet 1) without going aroung clicking buttons on the UI.

I am try out the Saleforce package that you created.  After I inputing my PROD credentials and run the workflow I am getting Error Type: "invalid_grant". I suppect it might be my SF PROD URL. Can I change the default SF URL? I beleive its currently,

test.salesforce.com or login.salesforce.com.

What version the REST API is needed for the UiPath connection?

I have an issue with the installation of this package. The package manager just can't find the package whether in marketplace or in local package sources. I downloaded the package manually and tried to install it manually. No matter if the package is located in the default package source "local" with all the preinstalled packages ("C:\Users\user\AppData\Local\Programs\UiPath\Studio\Packages") or in a user defined package source, the package can not be accessed via the package manager. 

I use UiPath Studio 2022.4.3. Do you have any suggestions?

Excellent Activities Pack - This is huge.
The coverage is stellar and the design is quite unseen before:
You get the option to customize and test everything at design time, before even doing the first run of the workflow.
You even get sample data to test with.
You also get the parameters list, the mandatory ones in one operation and all the others (with sample values in another).
This alone should be a cool and excellent idea to replicate in other components.
The addition of wizards is also a welcomed bonus and again a great idea to replicate in other components.
In terms of coverage, you have Account, Asset, Campaign, Case, Contact, Lead, Opportunities, Tasks with all necessary operations (and all of them follow the notion of testing or customizing table selects at design time)
Bonus: File uploads, File Assigning.
Custom Tables? You bet.


And everything worked smoothly for me (went through Accounts, Leads, Custom Tables).


This is an all-in-one, ultimate Toolkit for SalesForce, and it's quite probably the most ambitious component I've seen so far.
A+, I bow with respect.


Excellent work - I have to agree with @"https://go.uipath.com/profile/cornel-dumitra-cu-227490" target="_blank" style="background-color: rgb(255, 255, 255); color: rgb(0, 74, 67);">Cornel Dumitrașcu, this is an excellent custom activity that was desperately needed for those of us automation Salesforce.  The wizards built into the activity is amazing.  Keep up the good work.  I've already subscribed to your YouTube channel in the hopes that you produce more quality activities like this.


Brilliant Work!! - The set of activities made available with this package comprehensively covers everything that you might want to do with salesforce and lets you build your automation with appreciable ease.
The Introduction of wizards and test commands are just genius.
Big shout-out to @Cristian Negulescu for this amazing set of activities.




Very Useful Component - Awesome!
I can easily automate Salesforce with this one!
Thank you


Awesome Connector to Salesforce - Although I have not tried every single activity, I've tested out quite a few of the activities and I love the ease of connection and the many activities this package provides.  A MUST have for any Salesforce integration. 


Huge time saver & very well done - Great component! The set of activities available saves a lot of time that would be spent building api calls for different Salesforce interactions. Get Data Wizard makes it easy to write SOQL queries and previsualize the results.


 - very easy to configure and use. Awesome wizard.


e840b5af-f294-4a6f-be4d-169862d5ab5b.nupkg

The Salesforce Activities Extension Package is a community-driven set of activities that enable automation capabilities beyond the officially supported Salesforce Package. 10K+ downloads. 

The Salesforce Activity Extension Package includes 130 activities and 5 wizards to automate various operations, including:

ADD, DELETE, UPDATE, and GET Salesforce entities (e.g., ACCOUNT, ASSET, CASE, CONTACT, LEAD, CAMPING, FILE, OPPORTUNITY, TASK, PRICEBOOK, PRODUCT, QUOTE).

ADD, DELETE, and UPDATE custom Salesforce entity tables, without restriction by name or structure.

To see how you can use this package, visit the collection of step-by-step tutorial videos on YouTube: https://www.youtube.com/channel/UCiSb0WLTgB23jT0E6NEuu7Q

A set of 130 Activities and 5 wizards that allow you to do a very fast implementation for the Salesforce Lightning Platform.

e96bc67e-4efa-42e1-8ed2-30cd6eb471e1.pdf

adf4529c-9bc2-4614-a784-42f2abd15d23.nupkg

47c01465-0c60-4b08-b0a7-83facf57c2b2.nupkg

23f9e4ef-cb45-42bd-b4e0-1e3831389971.xaml

9e2ca403-4f29-4d5e-af1f-f71fd4ac9172.nupkg

Add dedicated function for manage users and special activity to call APEX function.

https://www.youtube.com/watch?v=6ZtcQRp-kOw

91ac03be-c009-4d78-bdc9-f23eb7af02f5.nupkg

New features on Salesforce Activities Extention Package in this movie:

https://www.youtube.com/watch?v=2Ib4pNR4arQ

(0:40) Use complex object in Query and Timeout part of the Setting to work with slow servers

(1:50) You can choose to save big data directly on the CSV file. I run the test with 1 million rows.

 https://stackoverflow.com/questions/61123227/how-i-can-run-a-salesforce-report-with-filters-from-uipath-studio

00b7e988-1e17-4e94-8c80-2aa1286eb3cb.nupkg

New activity Send REST command. With this activity you can send any type of commands GET, POST, PUT, ...  to any and point and you parse the JSON response.

e6f3328b-fe56-4964-9e9c-410528f0cebc.nupkg

New connection parameters that allow changing dynamically from the code between Sandbox and Production.

a541415c-1554-400d-8c6e-7b4e3a0acf63.nupkg

597e1d52-18ba-4683-9cc3-6ec77307771c.nupkg

Add new dedicated activities to download all the files from Account, Case, and Opportunity.

Salesforce Activities Extension Package

Salesforce Activities Extension Package

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