Best way to automate to retrieve data from salesforce

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1

Hello, community
this would be 1st time for me to automate something on Salesforce

the agenda is to retrieve data like, contact details, call recordings, & emails from specific prospects(based on their IDs) from the client’s salesforce ( & post further processes will as per the business, which isn’t a problem for me)

FYI- the usual Ui based automation isn’t working well for me, & it’s not giving me good accuracy as I’m continuously encountering selectors-related issues

Hence requesting alternative solutions to achieve this please :innocent:

I have heard about Salesforce connectors, but I don’t have any knowledge about it, so never tried

please suggest , Thanks in advance

2

@Jiban_Kumar_Das

I would suggest you to use salesforce integration you would need to set up connection to it in orchestrator. There is soql as well which you can use to get data from salesforce.

For SOQL my personal preference is the old package rather than the integration one

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3

can you please guide how to setup connection between salesforce & UiPath ??

or if you can link any Doc or tutorial video ??

additionally do we have different activities to to get contact details, or lets say download call recordings ??

4

There are activities for contact details but call recording not sure you will have to explore. Does the call recording have a parent object? I can try as well

For authorizing:-

General guide for salesforce:-

5

You can check below video which trained you how to use the salesforce

Also, Read the official document given by UiPath and Salesforce team

From Salesforce Team

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6

how to set up the connection between UiPath & salesforce ,using jwt token(due to security reasons, the client is suggesting this) for authentication ??