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UiPath Reusable Library

This is a reusable UiPath library that anyone can use to generate Leads and Opportunities in SalesForce. The library is written in a generic way and it is fully configurable via arguments.

The library contains two main reusable components LeadGeneration and OpportunityGeneration.

LeadGeneration

This highly reusable component can be used to generate Leads in SalesForce. It accepts the following configuration arguments:

  • FirstName - the first name of the lead
  • LastName - the last name of the lead
  • Company - the company of the lead
  • Email - the email address of the lead
  • SFConsumerKey - SalesForce consumer key
  • SFConsumerSecret - SalesForce consumer secret
  • SFUserName - your production SalesForce username
  • SFPassword - your production SalesForce password
  • SFSecurityToken - SalesForce security token

OpportunityGeneration

This highly reusable component can be used to generate Opportunities in SalesForce. It accepts the following configuration arguments:

  • Product - the name of the product the client is interested in
  • SFConsumerKey - SalesForce consumer key
  • SFConsumerSecret - SalesForce consumer secret
  • SFUserName - your production SalesForce username
  • SFPassword - your production SalesForce password
  • SFSecurityToken - SalesForce security token

Customization

  • You can easily connect this library with your SalesForce instance. You just have to provide your SalesForce credentials as arguments (see above the exact names).

  • You can also easily connect this library with a different CRM system if you would like to.

License

MIT

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This library contains reusable activities for generating leads and opportunities in SalesForce.

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