- Overview
- Adobe Sign - Classic
- Alteryx - Classic
- Amazon Comprehend - Classic
- Amazon Connect - Classic
- Amazon Rekognition - Classic
- Amazon Textract - Classic
- Box - Classic
- Release notes
- About the Box activity package - Classic
- Fix XAML After Package Update
- Project compatibility
- Setup
- Technical references
- Box Scope
- Commit Session
- Create File Version Session
- Create Upload Session
- Upload Part
- Delete Old Version
- Get Versions
- Promote Version
- Upload File Version
- Copy File
- Delete File
- Download File
- Get File Comments
- Get File Info
- Get File Info Details
- Get File Lock Info
- Lock File
- Move File
- Unlock File
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder Info
- Get Folder Items
- Rename Folder
- Search For Content
- Execute Method
- Cognitive - Classic
- DocuSign - Classic
- Release Notes
- About the DocuSign Classic Activities Package
- Project Compatibility
- Setup
- DocuSign Scope
- Invoke DocuSign Operation
- Create Envelope
- Create Envelope And Send
- Create Envelope From Template
- Create Envelope Recipients
- Get Document
- Get Documents
- Get Envelope
- Get Form Data
- Send Envelope
- Update Envelope
- List Attachments
- List Custom Fields
- List Documents
- List Envelope Status Changes
- List Recipients
- Create Bulk Send List
- Create Bulk Send Request
- Get Bulk Send List
- Get Bulk Send Lists
- Create Template Custom Fields
- Create Template Recipients
- Get Template
- List Templates
- Google Vision - Classic
- Jira - Classic
- Release Notes
- About the Jira Activities Package - Classic
- Project Compatibility
- Setup
- Jira Scope
- Execute Method
- Add Attachment
- Delete Attachment
- Download Attachment
- Get Attachments
- Add Comment
- Delete Comment
- Get Comments
- Create Component
- Delete Component
- Get Components
- Search Dashboards
- Create Filter
- Get Filters
- Create Issue Link
- Delete Issue Link
- Get Issue Link Types
- Get Issue Links
- Add Watcher
- Assign Issue
- Clone Issue
- Create Issue
- Delete Issue
- Get Issue
- Get Watchers
- Remove Watcher
- Search Issues Using JQL
- Transition Issue
- Update Issue
- Create Project
- Delete Project
- Get Project Types
- Get Projects
- Update Project
- Get Transitions
- Create User
- Delete User
- Find Users
- Marketo - Classic
- Microsoft Dynamics - Classic
- Microsoft Dynamics Finance and Operations - Classic
- Microsoft Translator - Classic
- Microsoft Vision - Classic
- Oracle Integration Cloud - Classic
- Oracle NetSuite - Classic
- Salesforce - Classic
- Release Notes
- About the Salesforce Activities Package – Classic
- Project Compatibility
- Setup
- Quickstart
- Salesforce Application Scope
- Create Bulk API Job
- Get Bulk API Job
- Get Bulk API Job Results
- Start or Abort Bulk API Job
- Assign File
- Download File
- Upload File
- Composite Request
- Delete Record
- Get List View Records
- Get Record
- Insert Record
- Update Record
- Upsert Record
- Execute Report
- Execute SOQL
- Format Column Names
- Format Labels And Values
- Lightning REST API Request
- Search
- SAP BAPI - Classic
- ServiceNow - Classic
- Slack - Classic
- Smartsheet - Classic
- Release Notes
- About the Smartsheet Activities Package - Classic
- Project Compatibility
- Setup
- Technical References
- Quickstart: Working With Rows
- Smartsheet Application Scope
- Attach File
- Attach URL
- Delete Attachment
- Get Attachment
- List Attachments
- Add Comment
- Delete Comment
- Get Comment
- List Discussions
- Copy Folder
- Create Folder
- Delete Folder
- Get Folder
- List Folders
- Add Group Members
- Get Group
- List Groups
- Remove Group Member
- Get Report
- List Reports
- Add Rows
- Copy Rows
- Create Discussion on Row
- Delete Rows
- Get Row
- List Rows
- Move Rows
- Update Rows
- Copy Sheet
- Create Sheet
- Create Sheet From Template
- Download Sheet
- Get Sheet
- List Sheets
- Update Sheet
- Add User
- Get User
- List Users
- Remove User
- Copy Workspace
- Create Workspace
- List Workspaces
- Import Sheet From CSV / XLSX
- Invoke Smartsheet Operation
- Search Activity
- Send Via Email
- Share Object
- SuccessFactors - Classic
- Tableau - Classic
- Twilio - Classic
- Workato - Classic
- Workday - Classic
About the Salesforce Activities Package – Classic
The UiPath.Salesforce.Activities pack enables you to automate Salesforce processes. It can connect to a Salesforce Org via the Salesforce Application Scope and, alongside the rest of the activities, enable you to perform actions such as file manipulation, record manipulation, report execution, and SOQL commands execution.
IConnectionService object and easily reused in all subsequent child Scope activities. The credentials for the connection are encrypted by use
of the Microsoft .NET Data Protection API (DPAPI) and can only be accessed by the same user and on the same machine they were
entered on.
A Salesforce account as well as a Salesforce Connected App are both required to use the Salesforce activities. These can be acquired from your Salesforce Administrator.
Alternatively, RPA Developers can use a Salesforce Developer account for automating processes in Salesforce.
SalesforceStatus. This object contains details on the status of each activity's execution in interaction with Salesforce. The object is structured
to contain the following properties:
- Success - States whether the action was successful or an error was thrown.
- ErrorCode - In case an error is thrown upon execution, returns the error code from Salesforce.
- Message - In case an error is thrown upon execution, returns the error message from Salesforce.
The Get Record, Insert Record, and Update Record activities can be configured by using the Salesforce Object wizard. Clicking the Configure button present in the body of the activities opens this window.
The Salesforce Object drop-down lets you select the object you want to interact with, displaying all its details. The first record in that object is also retrieved as a Sample Record. The Sample Value column shows the value of the field for that record.
By using the Add Single Field text box, you can add fields to the selected object. The Add Multiple Fields button opens a different section of the wizard, which lets you choose multiple fields to add to the object. This can be done by selecting the check marks for all of the fields you want to add and clicking Done.
Clicking Done again saves the changes you made to the activity that was being configured.
The Insert Record and Update Record activities also have the option of testing the operation with sample values. This can be done by clicking the Test with sample values button. This executes the operations with the values in the Sample Value column, and reports success or errors.
String.
Picklist data type, the string passed should be the valid value and not the label as seen in the application. Use the Format Labels And Values activity to setup the string correctly.
Multiplicklist data type, the string passed should be a list of the valid values separated by semicolons and not the labels as seen in the
application. Use the Format Labels And Values activity to setup the string correctly.
Boolean data type, the string passed should be true or false. Note that when Salesforce returns these values in the Get Record activity, the values shown in the Sample Value column can be either of the following: True, true, False, or false, depending on how data was originally entered in Salesforce.
Date data type, the string passed should be in the format YYYY-MM-DD.
We have implemented two new functions that are shipped with the Salesforce activities pack, which help you to better automate processes in Salesforce:
Format As Boolean
UiPath.Salesforce.Utilities.UtilityFunctionExtension
String SalesforceFormatAsBoolean(String Value)
SalesforceFormatAsBoolean function allows you to convert any type of Boolean value in a string to the format supported by Salesforce.
Supported Values
1, x, t, true, yes, y.
0, null, f, false, no, n.
Escape Search Term
UiPath.Salesforce.Utilities.UtilityFunctionExtension
String SalesforceEscapeSearchTerm(String SearchTerm, Boolean IsLike = true)
This function escapes search terms that can be used in the SOQLCommand property in the Execute SOQL activity, as required by Salesforce. For more information on Quoted String Escape, you can go here.
