- Release notes
- Overview
- Getting started
- Marketplace Vendors
- Marketplace Customers
- Publishing Guidelines
- Publishing Guidelines for Ready-to-go Automations
- Publishing Guidelines for Solution Accelerators
- Publishing Guidelines for Integration Service Connectors
- Publishing Guidelines for Process Mining app templates
- Security & IP Protection
- Other UiPath Listings
- Node-RED
- Setup
- Teams
- Microsoft Teams scope
- Create team
- Create team from group
- Get team
- Get teams
- Channels
- Create channel
- Delete channel
- Get channel
- Get channels
- Update channel
- Chats
- Get chat
- Get chats
- Get chat members
- Messages
- Get message
- Get messages
- Get message replies
- Reply to message
- Send message
- Events
- Create event
- Delete event
- Get event
- Get events
- Users
- Get user presence
- How it works
- Technical references
- Get started
- About
- Setup
- Technical references
- Azure Form Recognizer scope
- Activities
- Analyze form
- Analyze form async
- Get analyze form result
- Analyze receipt
- Analyze receipt async
- Get analyze receipt result
- Analyze layout
- Analyze layout async
- Get analyze layout result
- Train model
- Get models
- Get model keys
- Get model info
- Delete model
- Connectors
- How to create activities
- Build Your Integration
Marketplace user guide
Documentation package - sample template
Download the sample template file to use it as a starting point for your documentation package: Documentation Framework Sample.docx.
Use this structure as your mandatory attachment when submitting a Process Mining App Template. Paste into a Word / PDF file, fill in the grey placeholders, and attach the finished document to your listing.
1 | Template Identification (mandatory)
| Item | Value |
|---|---|
| App Template Name | Salesforce Incident Management |
| Version | v1.0 (June 2025) |
| Source System(s) | Salesforce Service Cloud |
| Extraction Tool | CData Sync |
| Destination DB | Snowflake / SQL Server |
2 | Data Structure – Required Objects (mandatory)
Purpose: show reviewers you will deliver the minimum raw tables the template expects. Do not list every field here;
| Layer | Mandatory Tables / Files | Notes |
|---|---|---|
| Transactional | CaseHistory, Case | Key object tables |
| Master Data | Account, Contact, RecordType, User, UserRole, Profile | Needed for joins & dimension look-ups |
| Milestones | CaseMilestone, MilestoneType | Enables due-date & SLA analysis |
File-naming convention (example):
bash
Case_raw.csv
CaseHistory_raw.csv
...
Note: All files delivered as UTF-8 CSV with comma delimiter.
3 | Setup Instructions (Recommended)
3.1 Source connection - Salesforce
- Connector: CData Sync
- Auth Scheme: Basic
- Credentials Required:
- User – Salesforce API user
- Password – user password
- Security Token – Salesforce token
- Login URL – e.g. https://login.salesforce.com
3.2 CData Sync Job
| Step | Setting | Value |
|---|---|---|
| 1 | Destination Schema | <target_schema> |
| 2 | …. | N/A |
3.3. Destination database
- Snowflake *or
- SQL Server – choose one.
- Grant the CData target user CREATE TABLE, INSERT, UPDATE, DELETE on the destination schema.
3.4 Transformations (dbt)
- All *_raw tables are transformed via dbt models to the final Process Mining input format.
Note: Indicate to users whether there are any specific models that they need to pay attention (e.g. hardcoded values etc)
4 | System Prerequisites (Recommended)
| Component | Minimum Requirement |
|---|---|
| Salesforce Profile | Read-only access to objects in Section 2 |
| CData Sync Version | XX.X.X or later (earlier versions require query edits per provider note) |
5 | User Guide (Recommended)
(Provide documentation covering specific navigation guidelines in cases there are metrics or fields that needs to be configured before publishing)
6 | Troubleshooting & Support (Recommended)
| Scenario | Root Cause | Resolution |
|---|---|---|
| Authentication failure | Invalid token or IP restriction | Reset Salesforce security token & whitelist CData IP |
| Missing tables | Profile lacks object access | Grant object-level read permission |
| ….. | N/A | N/A |
Support contact: [email protected] – response within 4 business hours.
- 1 | Template Identification (mandatory)
- 2 | Data Structure – Required Objects (mandatory)
- 3 | Setup Instructions (Recommended)
- 3.1 Source connection - Salesforce
- 3.2 CData Sync Job
- 3.3. Destination database
- 3.4 Transformations (dbt)
- 4 | System Prerequisites (Recommended)
- 5 | User Guide (Recommended)
- 6 | Troubleshooting & Support (Recommended)