Salesforce Connector for UiPath
In this article you will learn how to integrate Using Salesforce Connector you will be able to connect, read, and write data from within UiPath. Follow the steps below to see how we would accomplish that. The driver mentioned above is part of ODBC PowerPack which is a collection of high-performance Drivers for various API data source (i.e. REST API, JSON, XML, CSV, Amazon S3 and many more). Using familiar SQL query language you can make live connections and read/write data from API sources or JSON / XML / CSV Files inside SQL Server (T-SQL) or your favorite Reporting (i.e. Power BI, Tableau, Qlik, SSRS, MicroStrategy, Excel, MS Access), ETL Tools (i.e. Informatica, Talend, Pentaho, SSIS). You can also call our drivers from programming languages such as JAVA, C#, Python, PowerShell etc. If you are new to ODBC and ZappySys ODBC PowerPack then check the following links to get started. |
Connect to Salesforce in other apps
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Create ODBC Data Source (DSN) based on ZappySys Salesforce Driver
Step-by-step instructions
To get data from Salesforce using UiPath we first need to create a DSN (Data Source) which will access data from Salesforce. We will later be able to read data using UiPath. Perform these steps:
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Install ZappySys ODBC PowerPack.
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Open ODBC Data Sources (x64):
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Create a User Data Source (User DSN) based on ZappySys Salesforce Driver
ZappySys Salesforce Driver
You should create a System DSN (instead of a User DSN) if the client application is launched under a Windows System Account, e.g. as a Windows Service. If the client application is 32-bit (x86) running with a System DSN, use ODBC Data Sources (32-bit) instead of the 64-bit version. -
Now, we need SalesForce Connection. Lets create it.
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Now, When you see DSN Config Editor with zappysys logo first thing you need to do is change default DSN Name at the top and Click on Preview Tab, Select Table from Tables Dropdown or you can enter or modify a SOQL query and click on Preview Data.
This example shows how to write simple SOQL query (Salesforce Object Query Language). It uses WHERE clause. For more SOQL Queries click here.
SOQL is similar to database SQL query language but much simpler and many features you use in database query may not be supported in SOQL (Such as JOIN clause not supported). But you can use following Queries for Insert, Update, Delete and Upsert(Update or Insert record if not found).SELECT * FROM Account WHERE Name like '%Oil%'
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Click OK to finish creating the data source
Video instructions
Read Salesforce data in UiPath Studio (workstation)
Here we will be reading Salesforce data on your workstation. To accomplish that we will create and run UiPath process package locally. Later on, we'll explore how to publish the package to Orchestrator and run it remotely. For now, let's focus on working locally and get started!
- Open UiPath Studio.
- Before we really begin the work, make sure UiPath Studio is set as your profile (blue application icon).
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In case, it is set to UiPath StudioX, you can change it in UiPath StudioX Settings:
Simply select UiPath Studio option:
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Start by creating a new project based on UiPath Process template:
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Add Run Query activity in Main Sequence box:
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Click Configure Connection... button to create an ODBC connection:
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Continue by clicking Connection Wizard:
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When the window opens, select ODBC-based driver, provider, and then choose ODBC data source:
SalesforceDSNSalesforceDSN
You can also select Use connection string option and use whole ODBC connection string instead. Obtain the connection string by pressing Copy Settings button in your data source configuration. -
Once you do that, it's time to configure a SQL query:
Make sure, you enclose the query in double quotes! -
Proceed by adding a Write CSV activity after Run Query:
In this article we are using Write CSV, but you can freely add any other destination of your choice, e.g. Write DataTable to Excel. -
Once you do that, configure the added Write CSV, this will write Salesforce data to a CSV file:
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It's time for fun! Which means it's time for debugging! Just run the package locally to debug:
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Finally, ensure there are no execution errors!
Run UiPath package using Orchestrator (via robot)
UiPath also offers the ability to execute packages remotely using Orchestrator and a robot. This is achieved by publishing the package to UiPath Orchestrator, installing UiPath Assistant on the remote machine, connecting it to Orchestrator, enabling us to run the package remotely. It may sound complicated at first glance, but further steps will clear things out. Let's not waste our precious time and delve into the details!
Publish process package from UiPath Studio
- First of all, open the UiPath process package we created in the previous step
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Set the option that our process package Starts in Background:
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We are ready to Publish it:
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Make sure, you publish it to the Shared folder in UiPath Orchestrator Tenant workspace:
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Finally, success! We are ready for the next step - creating UiPath robot - so we can automate the job:
Create robot in UiPath Orchestrator
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First of all, let's open UiPath Orchestrator from UiPath Automation Cloud console:
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It's time to create a robot, which will run unattended packages:
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But first we have to create a runtime. Choose to host our robot on-premise, not in UiPath infrastructure:
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Let's move along and Create new machine template, this will create a machine in UiPath Orchestrator:
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Configure the machine to run in Production environment:
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We are ready to Create new robot account in the new machine:
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Let's make our robot to work only on background automations:
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Continue by selecting newly created robot:
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Select Shared folder, so that everyone in the team can benefit from it:
This is the folder where we published our UiPath process package "MyProcess" -
We are almost done!
We are given machine Client ID and Client secret which we will use to connect UiPath Assistant to our created machine in Orchestrator.
Let's leave this open for a while and see how we can do it in the next step.
Connect UiPath Assistant to Orchestrator
We are ready to connect UiPath Assistant to the machine we created in Orchestrator. UiPath Assistant will run our package in a remote machine. Let's connect it and give it some work!
- Connect to a remote machine (where your UiPath process package will be running).
- Install UiPath Studio there.
- Then configure ODBC data source:
If you chose Use user or system data source option in connection configuration, when creating UiPath process package, then create an identical ODBC data source on the same remote machine. Use the same configuration as the one created in your workstation in the first step.
Use Copy Settings and Load Settings buttons to make your life easier. They will help you to transfer settings between different ODBC data sources.If you chose Use connection string option, then you don't have to do anything. However, you still have to install ODBC PowerPack on the remote machine.
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Continue by opening UiPath Assistant and going to Preferences:
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Find Orchestrator Settings menu item and click it:
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And here even bigger fun begins! But fear not, all you have to do is open your web browser window with Client ID & Client secret we obtained in the previous step and simply copy and paste those values into UiPath Assistant. Also, don't forget to configure Orchestrator URL:
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Finally, we get rewarded for the hard work with the Connected as Unattended status:
Create and run UiPath process in Orchestrator
We are at the finish line! Let's create and run UiPath process. This will execute the package on your remote machine using the UiPath Assistant configured earlier.
- First of all, open UiPath Orchestrator from UiPath Automation Cloud console.
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Then proceed by going to Process in Shared folder:
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Continue by simply clicking on Add process button:
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Select the process package we created in UiPath Studio:
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Rest a while, and just hit Next, unless your package has requirements:
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Then simply hit Create button:
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But let's not stop here and Start the process by creating a job right away:
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Use the same Production runtime we created before and hit Start:
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We've reached the final step! In the CSV destination file or destination of your choice you should see Salesforce data:
Conclusion
In this article we discussed how to connect to Salesforce in UiPath and integrate data without any coding. Click here to Download Salesforce Connector for UiPath and try yourself see how easy it is. If you still have any question(s) then ask here or simply click on live chat icon below and ask our expert (see bottom-right corner of this page).
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