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UiPath automation for Salesforce®

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Streamline sales and customer service processes through UiPath integrations with Salesforce

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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.

Explore UiPath Assistant

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.

Get the UiPath Connector for Salesforce

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.

Explore our technology integrations

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

    • Automatically process customer service requests

    • Ensure first-call resolution

    • Provide a single view of the customer (contact center)

    • Support customer self-service

    • Enable chatbots

    See the demo
  • Marketing

    • Upload leads automatically

    • Manage campaigns

    • Consolidate reports

    • Ensure data consistency across all marketing platforms

    Read the blog
  • Salesforce admin

    • Provision/de-provision users

    • Reset passwords

    • Update roles and profiles

    • Ensure data quality

    Explore IT Automation
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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

Automate with Salesforce and across other applications
Tiny Icon - Webinar

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

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.

Get the UiPath Connector for Salesforce
Build and run robots to automate workflows in and around Salesforce

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.

Get the Salesforce Activities
Trust us, we’re secure

Relax, we’re reliable and secure

Get a 99.9% uptime guarantee, SOC 2 Type 2, ISO 9001, ISO/IEC 27001, and Veracode Verified™.

UiPath is a Certified ISV Partner of Salesforce

Salesforce partnership and certification

UiPath is a certified ISV partner of Salesforce.

More to explore about UiPath and Salesforce

Speed up your sales and service with UiPath automation for Salesforce