Uipath Marketplace
Salesforce

Salesforce

by UiPath

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Integration Service Connector

Runs

26

Summary

Summary


Overview

Overview

Salesforce (SFDC) is a cloud-based customer relationship management (CRM) and sales platform that enables businesses to manage opportunities, customer relationships, and progress, among other functions.

The UiPath connector for Salesforce empowers users to automate specific aspects of the sales cycle, ranging from lead management to report generation, thereby streamlining sales processes and boosting productivity.

To begin automating processes, it is necessary to first establish a connection with your Salesforce instance by following the step-by-step instructions provided in the Salesforce authentication page.

The Salesforce connector supports events via polling, with more details available on the Salesforce events page.

With the connection, Salesforce activities can be enabled in UiPath Studio, allowing users to create automations that interact with their Salesforce data. These activities permit executing create, read, update, and delete operations on Salesforce objects, including customizations.

The UiPath connector for Salesforce is compatible with REST API v52, with more information available on the Salesforce documentation platform. By leveraging the UiPath connector for Salesforce, businesses can increase efficiency and optimize their sales operations.

Features

Features

Salesforce is designed to help businesses of all sizes manage their customer interactions and improve their sales process. It offers a range of features and tools to manage various aspects of the sales cycle, such as:
  • lead generation
  • pipeline management
  • opportunity management
  • customer service
The platform also provides insights into sales performance and customer behavior through analytics and reporting.

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