Salesforce Agentforce & Flows

Salesforce Agentforce & Flows

by UiPath

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0

Integration Service Connector

Runs

<100

Summary

Summary

The Salesforce Agentforce & Flows connector enables UiPath Maestro™ workflows to invoke Salesforce agents and automate Salesforce flows.

Overview

Overview

The Salesforce Agentforce & Flows connector integrates Salesforce agents and automated flows into UiPath Maestro™ workflows, enhancing automation capabilities and operational efficiency.

To start automating Salesforce agents and flows, you must first configure Salesforce following the instructions provided in the Salesforce setup for Agentforce & Flows. After setup, establish a secure connection with your Salesforce instance using the authentication steps outlined in the Salesforce Agentforce & Flows authentication page.

The connector supports events via polling. Supported event details are provided in the Salesforce Agentforce & Flows events page. These events and related activities are exclusively available within UiPath Maestro.

Once connected, you can use Salesforce Agentforce & Flows activities within Maestro to execute Salesforce agents, manage Salesforce records, and automate Salesforce workflows.

The Salesforce Agentforce & Flows activities are available only in Maestro. For details, refer to Process configuration in the Maestro user guide.

Features

Features

  • Sales & CRM Automation - Execute Salesforce agents automatically to streamline customer interactions and manage opportunities.
  • Customer Support - Automate Salesforce flows to handle support cases efficiently, enabling faster responses.
  • Financial Services - Automate financial record management and customer interaction processes within Salesforce, increasing operational efficiency.

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