We were founded in 2005 in a tiny apartment in Bucharest, Romania as DeskOver.

Fittingly, it was a customer who, in 2012, first saw the immense possibilities for us in the fledgling RPA market. Our desktop automation product launched in 2013. In 2015, we introduced our enterprise platform along with our new name.

Today, UiPath is the fastest-growing enterprise software company in history with scores of offices, thousands of employees, partnerships with the world’s best consulting and BPO firms, a **500,000-strong developer community**, and **5MM+ robots at work** in over **5,000 global enterprises.**

Our mission is to deliver the leading Robotic Process Automation platform to our clients for an automation first mindset.

We build software robots that automate repetitive processes. Our software robots take on the tedious, mind-numbing work and free people to do the more stimulating, creative work worth doing.

But no matter how much we’ve grown, one thing hasn’t changed. We’re still building a company we love to work for

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Product Manager

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To automate operations in Salesforce, previously you could only use UI automation. Now you can also use the **UiPath.Salesforce.Activities** package from the Official Feed in Studio. 

  

These activities go beyond UI automation by using the Salesforce Lightning Platform API. Easy to use with Configuration wizards, these activities operate on both standard and custom Salesforce objects. These activities can be used to automate sales operations such as quote to order processes, field service scenarios, customer service scenarios, and more.

  

To get started, install **UiPath.Salesforce.Activities** from the Official Feed in UiPath Studio

Activities include:

  

**Salesforce Application Scope** (Manage a secure connection to a Salesforce)

**Salesforce Object** - easy to use wizards to configure and test activities for operations on Salesforce Objects from within UiPath Studio.

*   Insert Record
*   Update Record
*   Upsert Record
*   Get Record
*   Get List View Records
*   Delete Record
*   Composite Request

**Execute Report, Execute SOQL and Search** \- execute reports, queries, and searches.

  

**File Management** (Manage your files in Salesforce with these activities)

*   Upload File
*   Assign File
*   Download File

**Bulk API** \- activities to create, start and manage Bulk API 2.0 Jobs for bulk data Insert, Update, Upsert and Delete.

  

**Lightning REST API Request** \- a generic activity that uses the Salesforce Application Scope to invoke any Lightning REST API not available as a native activity in this activity pack.

  

  

For more details, see the [About the Salesforce Activity Pack](https://docs.uipath.com/activities/docs/about-the-salesforce-activities-pack) in the UiPath Activities Guide.

Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API

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Visual Basic

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Enhancing Salesforce Automation with UiPath Activities
------------------------------------------------------

To automate operations in Salesforce, previously you could only use UI automation. Now you can also use the **UiPath Salesforce Activities** package from the Official Feed in Studio.

  

These activities go beyond UI automation by using the Salesforce Lightning Platform API. Easy to use with Configuration wizards, these activities operate on both standard and custom Salesforce objects.

Streamlining Salesforce Operations: A Closer Look at Key Activities
-------------------------------------------------------------------

These activities can be used to automate sales operations such as quote to order processes, field service scenarios, customer service scenarios, and more.

  

Activities include:

*   [Salesforce Application Scope](https://docs.uipath.com/activities/other/latest/legacy-integrations/salesforce-application-scope) - Establishes a connection to a specified Salesforce Org and provides a scope for all subsequent activities.

### **Record Management in Salesforce**

*   [Insert Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/insert-record) - Inserts a new record into Salesforce.
*   [Update Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/update-record) - Updates a record in Salesforce.
*   [Upsert Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/upsert-record) - Upserts a specified record in Salesforce.
*   [Get Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/get-record) - Retrieves a record from Salesforce.
*   [Get List View Records](https://docs.uipath.com/activities/other/latest/legacy-integrations/get-list-view-records) - Retrieves a list of records from Salesforce and displays them in a DataTable variable which offers a list view.
*   [Delete Record](https://docs.uipath.com/activities/other/latest/legacy-integrations/delete-record) - Deletes a record from Salesforce.
*   [Composite Request](https://docs.uipath.com/activities/other/latest/legacy-integrations/composite-requests-scope) - Provides a scope for performing record manipulation operations in Salesforce.

### **Advanced Data Handling and Queries**

*   [Execute Report](https://docs.uipath.com/activities/other/latest/legacy-integrations/execute-report) - Executes a report in Salesforce and returns the results in a DataTable variable.
*   [Execute SOQL](https://docs.uipath.com/activities/other/latest/legacy-integrations/execute-soql) - Executes a Salesforce Object Query Language (SOQL) command in Salesforce and returns the query results in a DataTable.
*   [Search](https://docs.uipath.com/activities/other/latest/legacy-integrations/salesforce-search) - Executes a parameterized search in Salesforce.

### **File Operations within Salesforce**

*   [Upload File](https://docs.uipath.com/activities/other/latest/legacy-integrations/upload-file) - Uploads a new file or a new version for an existing file in Salesforce.
*   [Assign File](https://docs.uipath.com/activities/other/latest/legacy-integrations/assign-file) - Assigns a file to a record in Salesforce with user defined sharing and visibility settings, returning a status of the operation.
*   [Download File](https://docs.uipath.com/activities/other/latest/legacy-integrations/download-file) - Downloads a file from Salesforce, identifying it by its ID.

### **Bulk Operations via Salesforce API**

*   [Create Bulk API Job](https://docs.uipath.com/activities/other/latest/legacy-integrations/create-bulk-api-job) - Creates a bulk API job in Salesforce.
*   [Get Bulk API Job](https://docs.uipath.com/activities/other/latest/legacy-integrations/get-bulk-api-job) - Retrieves the details of a bulk API job.
*   [Get Bulk API Job Results](https://docs.uipath.com/activities/other/latest/legacy-integrations/get-bulk-api-job-results) - Retrieves the results of processing a bulk API job.
*   [Start or Abort Bulk API Job](https://docs.uipath.com/activities/other/latest/legacy-integrations/update-bulk-api-job) - Starts or aborts a bulk API job.

### **Data Formatting and Custom Requests**

*   [Format Column Names](https://docs.uipath.com/activities/other/latest/legacy-integrations/format-column-names) - Replaces the names of columns in a specified DataTable variable.
*   [Format Labels And Values](https://docs.uipath.com/activities/other/latest/legacy-integrations/format-labels-and-values) - Formats the specified text according to a list of values and a list of labels from Salesforce. Based on the specified lists, extracts all values and labels that can be found in the input text.

[**Lightning REST API Request**](https://docs.uipath.com/activities/other/latest/legacy-integrations/lightning-rest-api-request) \- a generic activity that uses the Salesforce Application Scope to invoke any Lightning REST API not available as a native activity in this activity pack.

Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API.

Version	Release Date	Download Link
1.9.3	December 12, 2023
Bug Fixes Fixed an issue with auto assign when updating a record.
1.5.2	October 23, 2020
C# Support.
1.5.1	August 18, 2020
Bug Fixes The Salesforce Application Scope activity failed to throw an error when credentials were entered incorrectly. The Get List View Records activity failed to list more than 20 items.
1.4.0	June 4, 2020
This release improves the user experience of the Salesforce Object Wizard used by the Get Record, Insert Record, Update Record, and Upsert Record activities.
1.2.0	October 1, 2019
Click here.
1.0.1	August 16, 2019
Click here.

Salesforce

Bug Fixes