UiPath Salesforce Connector Details

How does UiPath Salesforce Connector work?

UiPath Salesforce Connector is released in UiPath 2019.10 version.

What does UiPath Salesforce Connector provide?

  • It provides dynamic integration between Salesforce and UiPath Platform( Orchestrator) that allows users to launch UiPath Robots natively from Salesforce
  • It establishes an authenticated connection to one or more of the UiPath Orchestrator Tenants, to push the inbound automation from Salesforce to UiPath Orchestrator
Why Salesforce Connector is needed?
The earlier released UiPath Salesforce Activity Pack in UiPath Release( 2019.7) allows you to execute operations such as CRUD (Create, Retrieve, Update, Delete) operations on Salesforce objects, manage Files in Salesforce, execute Reports, and execute Salesforce Object Query Language (SOQL) queries.
Now, with the Salesforce Connector, a “server – server” connection from Salesforce to UiPath Orchestrator is achieved and thus facilitating launching of UiPath Automations, Robots and Processes natively from Salesforce via Flow or Process Builder.

Overview on the Salesforce Connector integration:
  1. Connect to Orchestrator
  2. Create a Connection template
  3. Input this template into Salesforce Process Builder
Salesforce Connector Architecture : Salesforce Connector comprises Design Time and Run Time activities such as following
  • Design Time( set up a Connection and create a Template) :
    • Download the UiPath Connector App in Salesforce
    • Add a Connection between Salesforce and your UiPath Orchestrator Tenant
    • Create a Job Template and/or Queue Template . Refer the Design architecture
  • Run Time( invoke templates to create a new Job or Queue item) :
    • Add the Job Template and/or Queue Template to your Salesforce business process automation via Flow Builder, Process Builder, or Workflow
    • A Salesforce event occurs, triggering the business process automation
    • A new Job and/or Queue item are sent to your UiPath Orchestrator via an Orchestrator Notification . Refer the Run Time architecture below :

For example, consider the example in Salesforce to understand the functionality of Salesforce Connector( refer the demo figure below):
  1. In Salesforce, the Biz user updates the Opportunity stage to “Closed / Won” status
  2. This creates a Salesforce process = Opportunity Closed/ Won and it also creates a Job in Orchestrator
  3. UiPath Robot picks up this Job and In this process,
    1. UiPath Salesforce Activities is used to retrieve line items and additional details from Salesforce
    2. Uses SAP BAPI to create Sales Order( Order #) in SAP
    3. Uses Update Record activity to update opportunity record in Salesforce for the newly created Order #.

To know more details on read through the Salesforce Connector guide.

Some of the FAQs:
  1. Does UiPath or Salesforce sell the Salesforce Connector?
UiPath and Salesforce both sell .Salesforce Connector. Salesforce connector is not developed in-house, hence UiPath pays a Royalty to Salesforce for every Sale of Connector license.
  1. Is Orchestrator required to be exposed to outside?
The API should be exposed and the Orchestrator URL should be able accessible in the Salesforce server as well.
  1. Salesforce Activity package served the purpose, why the Salesforce Connector now?
The 2019.7 Salesforce activities were huge because an activity for was present each and every object. Now Connector behaves as a wrapper and its scope takes care of every activity.
  1. What is AppExchange?
AppExchange is the Salesforce market-place, from where people can add features for their salesforce environments.
  1. How do Salesforce activities work with SFDC via API or via UI ?
The Salesforce activities in UiPath Studio connect to Salesforce via API.

A post was split to a new topic: How to add a custom field in queue template that can act as a reference field?