A cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more. Automate parts of the sales cycle, from lead management to report generation.

Salesforce revolutionizes customer relationship management and sales, offering a suite of tools for lead generation, pipeline management, opportunity tracking, and exceptional customer service. Tailored for businesses of all sizes, Salesforce not only streamlines operations but also provides valuable insights into sales performance and customer behavior through advanced analytics and reporting.

By integrating Salesforce with UiPath, you can seamlessly automate key aspects of the sales cycle, from efficient lead management to dynamic report generation. You not only enhance productivity but also ensure a more streamlined sales process.

Enhance your sales cycle with UiPath's Salesforce connector. Streamline lead management, pipeline, and customer service. Improve productivity and gain insights through analytics.

Salesforce Integrations & Connector

The Salesforce Activities Extension Package is a community-driven set of activities that enable automation capabilities beyond the officially supported Salesforce Package. 10K+ downloads. 

  

The Salesforce Activity Extension Package includes 130 activities and 5 wizards to automate various operations, including:

  

ADD, DELETE, UPDATE, and GET Salesforce entities (e.g., ACCOUNT, ASSET, CASE, CONTACT, LEAD, CAMPING, FILE, OPPORTUNITY, TASK, PRICEBOOK, PRODUCT, QUOTE).

  

ADD, DELETE, and UPDATE custom Salesforce entity tables, without restriction by name or structure.

  

To see how you can use this package, visit the collection of step-by-step tutorial videos on YouTube: https://www.youtube.com/channel/UCiSb0WLTgB23jT0E6NEuu7Q

A set of 130 Activities and 5 wizards that allow you to do a very fast implementation for the Salesforce Lightning Platform.

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

UiPath Studio向けに開発されたConnector for Sales Force Automationのアクティビティを活用することにより、REST APIを用いてSalesforceをバックグラウンドで実行できるようになります。

各種アクティビティの格納場所は次の通りです: UiPathTeam &gt; Salesforce &gt; Lightning Platform

アクティビティパッケージは約75のアクティビティを提供し、Salesforceの主要なオブジェクトに対する各種の操作（追加、削除、更新、取得）を可能とします。主要なエンティティには「取引先 (ACCOUNT)」、「納入商品 (ASSET)」、「ケース (CASE)」、「取引先責任者 (CONTACT)」、「リード (LEAD)」、「キャンペーン(CAMPAIGN)」、「ファイル (FILE)」、「商談 (OPPORTUNITY)」、「ToDo (TASK)」、「価格表 (PRICEBOOK)」、「商品 (PRODUCT)」、「見積 (QUOTE)」が含まれます。Salesforceのその他のテーブルおよびカスタムオブジェクトに関しては、パッケージに含まれるアクティビティは「追加」、「更新」、「削除」で、オブジェクトの名前や構造の制限なく使用できます。

Salesforceのテーブルからデータを取得するには「Get Data Wizard」を使用します。このウィザードを活用することにより、すべてのデータをリアルタイムで閲覧できます。また、設計時にSalesforce Object Query Language (SOQL) コマンドを変更する際にも使用します。さらに、ユーザーのSalesforceインスタンスのすべてのテーブルのリストを保持しており、カスタム項目およびテーブルを含め、すべての項目の詳細を閲覧できます。

Salesforceにデータを追加する際に、動的にSalesforceにアクセスする豊富な機能を持つウィザードを活用して各種のタスクを実行できます：

*   パラメータをいくつでも任意の数だけ追加できます。
*   設計時にサーバーからどの必須項目でもリクエストできます。
*   ランダムデータでサンプルを取得し、すべての項目を確認できます。
*   特定のIDまたは名前でデータを検索できます。
*   ウィザード内で変数をパラメータとして使用できます。
*   設計時に、Salesforceに送信されるコマンドをテスト実行し、本番実行に備えることができます。

Salesforce Sales Cloud のオートメーションを安全かつ高速に安定して動作させる、日本のお客様向けのアクティビティ

This Activity Package has been introduced to Japanese Clients in the [press release](https://www.uipath.com/ja/company/info/2019-01-25) on Jan.25, 2019.

For this activity there are around 20 movies on youtube:

[https://www.youtube.com/channel/UCiSb0WLTgB23jT0E6NEuu7Q](https://www.youtube.com/channel/UCiSb0WLTgB23jT0E6NEuu7Q)

The Activity package allows you to perform various operations such as adding, deleting, updating, or getting (ADD, DELETE, UPDATE or GET) on the main entities of Salesforce. The main entities include ACCOUNT, ASSET, CASE, CONTACT, LEAD, CAMPING, FILE, OPPORTUNITY, TASK,PRICEBOOK,PRODUCT,QUOTE,NOTE. For the other tables in Salesforce and for the custom ones, the package contains Add, Update and Delete activities that can be used without any restriction by name or structure.

NOTE: Installation Guidelines for Custom Activities can be found [here](https://dmtyylqvwgyxw.cloudfront.net/instances/214/assets/help-guides/UiPath-Go-Installation-Guide-Custom-Activities.pdf).

A set of Activities for Japanese Clients, what make the Salesforce Sales Cloud automation to be stable, safe and fast.

Contains set of activities that integrates with any object within salesforce.

Performs different Data Operations on salesforce Standard or Custom Objects. Developed using Salesforce Partner WSDL provided by salesforce.

Contains total of 8 Activities for both PROD & SANDBOX Instances.

1.  Execute SOQL PROD
2.  Insert Record PROD
3.  Update Record PROD
4.  Upsert Record PROD
5.  Execute SOQL SANDBOX
6.  Insert Record SANDBOX
7.  Update Record SANDBOX
8.  Upsert Record SANDBOX No External dependencies.

Set of Custom Activities that integrates with Salesforce PROD & SANDBOX Instances.

Salesforce Marketing Cloud 用の実装を高速に行える 30 アクティビティと 3 ウィザードのパッケージ。詳細は YouTube のビデオを参照してください。

The Salesforce Marketing Cloud Activity package allows you to perform various operations such as adding, deleting, updating, or getting (ADD, DELETE, UPDATE or GET) on the main entities of Salesforce. The main entities include LIST, SUBSCRIBER, DATAEXTENSION, CAMPING, SMS, EMAIL.

30 Activities and 3 wizards that allow you to do a very fast implementation for Salesforce Marketing Cloud. For this activity you have multiple movies on YouTube.

1.  Invoke these templates in your project.
2.  Provide the username and the  password.
3.  The selectors are based on Firefox browser, if you are using any other browser you need to change the app attribute in the selectors.

If you are trying to automate Salesforce, then this template will be very useful in automating Login part of Salesforce.

Streamline Salesforce Quotation Process

Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format.

Steps on the process using data from an Excel Spreadsheet:

1\. Identify an account by account number.

2\. Update the account information

3\. Create an opportunity

4\. Add products to the opportunity from a price list

5\. Involve a partner in the opportunity

6\. Add/Update the account contact person

Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format

Send a Slack message to the team channel when a new lead is created in Salesforce.

	Listing	Apps	Downloads
	Salesforce Activities Extension Package A set of 130 Activities and 5 wizards that allow you to do a very fast implementation for the Salesforce Lightning Platform.		801
	Salesforce Activity Pack Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API		253
	Connector for Sales Force Automation A set of Activities for Japanese Clients, what make the Salesforce Sales Cloud automation to be stable, safe and fast.		214
	Connector for Salesforce Set of Custom Activities that integrates with Salesforce PROD & SANDBOX Instances.		175
	Connector for Salesforce Marketing Cloud 30 Activities and 3 wizards that allow you to do a very fast implementation for Salesforce Marketing Cloud. For this activity you have multiple movies on YouTube.		<100
	external link gg		<100
	Skcript - Salesforce Login Template If you are trying to automate Salesforce, then this template will be very useful in automating Login part of Salesforce.		<100
	Streamline Salesforce Quotation Process Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format		<100

Maximize Your Sales Potential with Salesforce Integrations and Connector

Salesforce connector

Explore Studio Web templates

Explore Studio Desktop listings

Similar apps

CRM

CRM

CRM

CRM