UiPath automation for Salesforce®
Streamline sales and customer service processes through UiPath integrations with Salesforce
Automate your sales and service processes across Salesforce and other systems. With the flawless, seamless processes you create, you’ll speed time-to-sale and delight your customers, too.
Automate across Salesforce and beyond
Give a robot assistant to every sales person
Free your people to focus on big sales, not tiny details.
Give them a personal robotic assistant to take on repetitive tasks in Salesforce and other systems, like lookups, extracting and entering data, and filling out forms and reports.
Let robots take the lead on follow-ups
UiPath Connector for Salesforce lets you initiate automations based on events and status changes.
That makes it possible for robots to take on sales and service follow-up processes—eliminating manual effort and improving response speed.
Seamlessly connect Salesforce with your other systems
Create a smooth flow of sales and customer data across your enterprise. Automate even complex, multi-system sales and service processes. UiPath integrates with virtually all major technologies, apps, and software—and lets you connect via API, UI, and AI in any combination.
Automation can take on…
43%
of configuration, pricing, and quoting
50%
of order management
40%
of post-sales activities
Source: McKinsey & Co.
Unleash more force from Salesforce—everywhere you use it
Sales
Let robots handle repetitive admin, follow-ups, lookups, and research
Automate sales order processing
Speed up fulfillment and delivery
Ensure data consistency across all systems
Customer service
See the demoAutomatically process customer service requests
Ensure first-call resolution
Provide a single view of the customer (contact center)
Support customer self-service
Enable chatbots
Marketing
Read the blogUpload leads automatically
Manage campaigns
Consolidate reports
Ensure data consistency across all marketing platforms
Salesforce admin
Explore IT AutomationProvision/de-provision users
Reset passwords
Update roles and profiles
Ensure data quality
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Webinar
Automate with Salesforce and across other applications
In this webinar, you will learn:
How to synchronize data between Excel and Sales Cloud using the Salesforce Activities
How to use the UiPath Connector for Salesforce to automate case-close events in SFDC, triggering sales order creation in SAP and sending customer notifications
How UiPath customers are using the UiPath Salesforce integrations
Expand Salesforce capabilities with native bi-directional integration
Run UiPath robots right from Salesforce
Through UiPath Connector for Salesforce, new events and status updates happening in Salesforce can seamlessly trigger UiPath robots to act.
This inbound automation support—selected as a “trailblazing app” by Salesforce AppExchange—gives you the ability to create jobs in Orchestrator and lets you easily automate end-to-end processes.
Build and run robots to automate workflows in and around Salesforce
The Salesforce Activities allows you to automate workflows across Salesforce and other enterprise applications to ensure automated processes, error reduction, and data consistency.
One platform, thousands of automations. Built with trust.
Security, compliance, and governance are at the core of automation with UiPath. Manage and control your automations with the trusted UiPath Platform that prioritizes secure automation and simplified compliance with the regulations that matter most.
Trust in defense-grade security and auditing, including role-based access controls, encryption everywhere, and Veracode-certified code.
Discover trust and security at UiPath, including our privacy and data policies, our service status and 99.9% uptime guarantee, and latest security attestations.
Salesforce partnership and certification
UiPath is a certified ISV partner of Salesforce.
More to explore about UiPath and Salesforce
Documentation
Dive deeper into details and specs
Find out more about the Salesforce and UiPath integrations, and how easy it is to get started
Webinar
Adding event-driven RPA to your SFDC processes
Learn how to trigger robots based on Salesforce events, with a real-life example from real estate giant Tavistock
Video Demo
How UiPath helps Salesforce customers automate more, more easily
Catch the interview between Salesforce AppExchange MVP Jeff Grosse and UiPath Director of Integrations Brandon Brown