MarketplaceStudioActivitySalesforce Activity Package

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Salesforce Activity Package

Salesforce Activity Package

by UiPath

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0

Activity

Runs

<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

Features

Features

Additional Information

Additional Information

Dependencies

None

Publisher

UiPath

Visit publisher's page

Trusted Source

License & Privacy

License Agreement

Privacy Terms

Technical

Updated

September 24, 2024

Support

UiPath Community Support

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