Mastering Salesforce Reports: Execute with REST API in UiPath Studio
UiPath Video Tutorials made by Cristian Negulescu UiPath Video Tutorials made by Cristian Negulescu
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 Published On Sep 16, 2024

Welcome to "Mastering Salesforce Reports: Execute with REST API in UiPath Studio"!

In this comprehensive tutorial, we'll walk you through the process of executing Salesforce Reports using the Salesforce REST API within UiPath Studio. Whether you're an RPA developer aiming to integrate Salesforce data into your automation workflows or a Salesforce professional looking to streamline report extraction, this video is tailored for you.

What You'll Learn:

Understanding Salesforce Reports: A quick overview of Salesforce Reports and their significance in data analysis.
Salesforce REST API Basics: Learn how to interact with Salesforce data programmatically using REST API calls.
Setting Up UiPath Studio for API Calls: Configure UiPath Studio to make authenticated requests to Salesforce.
Authenticating with Salesforce: Step-by-step guide on setting up OAuth 2.0 authentication in UiPath.
Executing Reports via REST API: Techniques to run reports and retrieve data directly through API calls.
Parsing JSON Responses: How to handle and manipulate JSON data returned from Salesforce in UiPath.
Error Handling and Best Practices: Tips to ensure robust and reliable automation processes.
By the end of this tutorial, you'll be equipped with the knowledge to automate the execution of Salesforce Reports, enabling you to save time and improve efficiency in your workflows.

Useful Resources:

Salesforce REST API Documentation
UiPath Documentation
OAuth 2.0 Authentication Flow
Join the Conversation:

If you have any questions or need further clarification, feel free to leave a comment below. Don't forget to like this video and subscribe to our channel for more tutorials on Salesforce, UiPath, and automation best practices.

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Thank you for watching, and happy automating!

0:00 Intro
0:10 Propose of video
1:10 HTTP Request for Each connection
4:00 Explain parsing code
7:00 After I create Datatable header then I will fill data in
10:00 Run the process to extract report
13:45 Conclusions
14:50 Subscribe to my channel

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