To begin with let me say what i have done so far .
am able to establish connectivity between uipath and salesforce (outbound). so using salesforce activities package in marketplace by @Cristian_Negulescu . i have gone through the documentation and the play list in salesforce ,
as i am new to sales force , am struggling still .
i need to create an opportunity on a contact . this is more or less ok. the add opportunity activity has some mandatory parameters. except for parameters like , application_C
Channel type c . i need a guidance on this. i am trying to keep this parameter empty and run.
Creating quote is what a challenging task , i need to keep this as a primary quote on this opportunity. after creating this quote , i need to edit some details.
most importantly i need to edit lines of the quote !!
like , add some products and add quantitates of that product with unit price value etc !!
am sure there is no activity at this level granularity . which leaves forming REST APIs queries as the only opportunity . i have no idea how to do that .
lastly , i need to generate a document and click send with DOCUSIGN
now the above things (edit line items and DocuSign) , its literally not possible to do via UI as it involves IFrames and many other complex stuffs so i am entirely dependent on this activity set now !
can some one help me ? @Cristian_Negulescu