Integration Service user guide

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Last updated Feb 19, 2026

About the Salesforce connector

Salesforce (SFDC) is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more. With the UiPath connector for Salesforce, you can to automate parts of the sales cycle, from lead management to report generation.

Authentication

Before automating processes, you need to establish a connection with your Salesforce instance. Step-by-step instructions are available in the Salesforce authentication page.

Events

The Salesforce connector supports events via polling. More information about the events supported for the Salesforce connector is available in the Salesforce events page.

Activity package

You can use the connection to enable the Salesforce activities in UiPath® Studio and build automations that interact with your Salesforce data. These activities allow you to execute create, read, update, and delete operations on your Salesforce objects, including your customizations.

Provider documentation

The UiPath Salesforce connector employs automatic API version detection during connection creation. It identifies and utilizes the specific API version associated with the user's Salesforce account, ensuring optimal compatibility and functionality without requiring manual configuration.

Learn more at the Salesforce API from the Salesforce documentation platform.

Frequently asked questions

What do I do if I see an error saying "This app is blocked by admin" when creating a Salesforce connection?

This means the Salesforce Connected App used by UiPath is blocked by an administrator in your Salesforce organization. A Salesforce administrator must unblock the connected app. Once unblocked, try to create the connection again.

Why does OAuth 2.0 Password authentication fail or stop working after some time?

Salesforce may revoke or invalidate tokens due to:

Security token enforcement
Password expiration
Salesforce limits on active OAuth approvals per user

In some cases, the connection can be created successfully, but API calls fail later when the token refresh occurs.

Can I retrieve a Salesforce Case using the Case Number?

Salesforce activities that retrieve records require the record ID, not a business identifier like Case Number.

As an alternative:

Use a Search activity with a SOQL query filtered by CaseNumber.
Retrieve the record ID from the result.
Use that ID in a Get Record activity.

Some Salesforce objects (for example, history or shared objects) do not appear in the object dropdown. Is this expected?

Certain Salesforce objects:

Do not support all required operations (for example, update)
Lack required system fields
Are restricted by Salesforce API behavior

Such objects may be filtered out to prevent invalid operations.

What you can do:

Confirm the object supports the required operations via Salesforce APIs.
If retrieval is required, contact support to evaluate alternatives.

Why can’t I download certain Salesforce files, or some File IDs don't appear?

Salesforce enforces separate permissions for UI access and API access. A file that is visible in the Salesforce UI may not be accessible through APIs.

Resolution: