Hello UiPath Community,
I am currently working on a process where I need to automate the integration of Salesforce plugins within Outlook using UiPath. Specifically, my goal is to add specific emails directly to Salesforce via the Outlook Salesforce plugin.
Has anyone tackled a similar automation? I’m particularly interested in the best approach to interact with the Salesforce plugin UI within Outlook. Any insights or examples of how we can automate salesforce plugins from outlook would be greatly appreciated.
for your reference I am attaching screenshot.
Looking forward to your expert advice and suggestions!
Best regards,
Akash Javalekar
Hi @Akash_Javalekar1,
Does it have to be through the Salesforce plugin for Outlook? I haven’t come across any specific activity packages or connectors for the Outlook salesforce plugin, but we do have Salesforce connectors and activity packages available that essentially does the same job as the plugin.
If you’re using Automation Cloud, consider leveraging the Integration Service with the Salesforce connector. You can use Office 365 activities to fetch the necessary emails and then add them to Salesforce using the Salesforce connector and its activities.
If you must use the plugin, UI automation could be a good approach. It allows you to interact with the plugin as a user would, automating tasks like clicking buttons and filling out fields directly. UI automation handles complex UI elements well and adapts to changes in the interface, making it a solid option for integrating Outlook with Salesforce when direct API integrations aren’t available.
Integration Service > Salesforce Connector:
Standalone Activity package (Legacy Integration):
Activities - About the Salesforce activity package (uipath.com)
Activities - Salesforce Application Scope (uipath.com)
Activities - Upload File (uipath.com)
But using UI Automation it’s difficult to open the specific mail and add that mail into salesforce plugins is there any other approach we can achieve this like API can we do using API calls is that possible?
