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Salesforce Activity Package
by UiPath
0
Activity
<100
Summary
Summary
Salesforce enhances sales with cloud-based CRM and automation. Integrate it with UiPath for process automation.
Overview
Overview
Salesforce is a premier cloud-based CRM and sales platform designed to enhance the management of opportunities, relationships and progress. With Salesforce, you can automate key aspects of the sales cycle, including lead management and report generation.
Prerequisites for Using Salesforce Activities
To leverage Salesforce activities, you'll need a Salesforce account and the UiPath for Salesforce app. Obtain these resources from your Salesforce Administrator. Alternatively, developers can utilize a Salesforce Developer account to automate Salesforce processes effectively.
How It Works
To facilitate outbound automation between UiPath and Salesforce, the activities use the UiPath Connector for Salesforce to establish a secure, authenticated connection. Before starting your first project, be sure to follow the Authentication Guide provided in the connector documentation to ensure a smooth integration process.
Activities
- Create account - Create an account in Salesforce.
- Update account - Update an account in Salesforce.
- Create Contact - Create a contact in Salesforce.
- Update contact - Update a contact in Salesforce.
- Create lead - Create a lead in Salesforce.
- Update lead - Update a lead in Salesforce.
- Create opportunity - Create an opportunity in Salesforce.
- Download File - Download a file in Salesforce.
- Insert Record - Insert a new record.
- Update Record - Updates an existing record.
- Delete Record - Deletes a record.
- Get Record - Retrieves a record.
- List All Records - Lists all the records in Salesforce.
- Upload File - Upload a file to Salesforce.
- Search Records - Search for one or more records of a standard or custom Salesforce object such as Lead, Opportunity etc.. using filters.
- Get Opportunity - Retrieve the information of an opportunity from Salesforce.
- Get Lead - Retrieve the information of a lead from Salesforce.
- Get Contact - Retrieve the information of a contact from Salesforce.
- Get Account - Retrieves the information of an account from Salesforce.
- Add File to Record - Add an uploaded file to a record in Salesforce.
- Get Bulk Job Info - Retrieve the status, processed records information of a bulk upload or bulk download/query job by providing the job ID.
- Search Using String - Search records in Salesforce using a string by executing an SOSL parameterized search.
Features
Features
- Delete Record
- Update Record
- Get Opportunity
- Record Updated
- Get Contact
- Insert Record
- Create Account
- Update Lead
- Upload File
- Create Lead
- Opportunity Closed And Won
- Opportunity Created
- Record Created
- Get Record
- Update Account
- Create Contact
- Account Created
- Search using String
- Lead Created
- Add File to Record
- Search Records
- Get Bulk Job Info
- Update Contact
- Contact Created
- Download File
- Get Account
- Create Opportunity
- List All Records
- Get Lead
Additional Information
Additional Information
Dependencies
None
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