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Integration Service user guide
Salesforce (SFDC) is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more. With the UiPath connector for Salesforce, you can to automate parts of the sales cycle, from lead management to report generation.
Before automating processes, you need to establish a connection with your Salesforce instance. Step-by-step instructions are available in the Salesforce authentication page.
The Salesforce connector supports events via polling. More information about the events supported for the Salesforce connector is available in the Salesforce events page.
You can use the connection to enable the Salesforce activities in UiPath® Studio and build automations that interact with your Salesforce data. These activities allow you to execute create, read, update, and delete operations on your Salesforce objects, including your customizations.
The UiPath Salesforce connector employs automatic API version detection during connection creation. It identifies and utilizes the specific API version associated with the user's Salesforce account, ensuring optimal compatibility and functionality without requiring manual configuration.
Learn more at the Salesforce API from the Salesforce documentation platform.
