Tutorials for Salesforce RPA Automation

Learn Academy Feedback
1

Can someone point me to the available Tutorials for SFDC Automation using UI Path. I have just started my journey with RPA, but am an experienced SFDC Admin. Few examples and tutorials will help me get an idea on how and what can be done.

1 Like
2

Hi @Asmi,

If you are going to be using the your browser for SDFC automation, then I recommend you go to our academy training and take the Level 1 - Foundation Training - revamped. This tutorial was recently released and will give you the most up to date training available.

Navigate to https://academy.uipath.com, sign up and after you have logged in, scroll down to technical training and search courses for “Level 1 - Foundation Training”.

Let me know if you still have questions.

Victor

3

Hi Victor,

I am interested in the SFDC automation, where I can query data in SFDC using SOQL query, update using SOQL or Data Loader.

Knowing browser automation will be good as well.

Asmi

4

Hello,
I am having experience in SFDC marketing,sales and service cloud app testing.Can anyone advise how can i learn UIPATH automation for salesforce application.If possible can you please share me the documents or training url if any.

1 Like
5

Hi @viswanqa1801

Please check out our Academy for basic and advanced courses available for free:

6

I did not find any on UiPath Academy. However, found quite a few on YouTube. This is UiPath YouTube channel https://www.youtube.com/channel/UCaCVGueKcvxnMjV1waiu5cA
Couple of videos on Salesforce that I found
UiPath Demo: Salesforce Automation Wizard - YouTube
UiPath Connector for Salesforce® - Demo Video - YouTube
You will need to search on their channel if you are looking for a specific demo
Good Luck

7

please refer to my previous comment

8

hi @viswanqa1801
For Salesforce sales and service, please find these tow acitvites

And for Salesforce Marketing Cloud

There are document and video in the link, hope these can help you for your SFDC automation.

1 Like
9

Hello
Hello! It’s great to hear that you’re beginning your journey into RPA with a background in SFDC administration. To kickstart your Salesforce automation using UiPath, I recommend exploring UiPath Academy for dedicated courses. Additionally, YouTube tutorials, the UiPath Community Forum, and official documentation are valuable resources. Don’t forget to leverage your SFDC experience, as it provides a solid foundation for understanding automation needs. Start with smaller tasks and gradually work your way up.