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Celonis Product Documentation

Salesforce .

Quick-Start Connect and execute actions directly on the Salesforce with the help of Process Automation

Overview
Salesforce - Overview

Celonis Process Automation enables users to create or update Salesforce objects.

Supported Actions

Celonis Process Automation currently supports the following actions for Salesforce:

Connection

Add a new connection by signing in with Salesforce credentials OR select "Set connection before execution" to allow users to sign in with their own Salesforce credentials on the execution page.

Actions
Create Object
  1. Connection (required): You need to define a connection

  2. Object Type (required): Select the object type from the drop-down box, and all the input fields of that object type will appear below.

  3. To find field you need you can either use the page scroll (numbers below fields) or the search functionality on the top of configuration page (above connection)

Show this input on Execution Page

Required inputs which are not defined in the workflow settings, will be shown as inputs on the execution page.

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Update Object
  1. Connection (required): You need to define a connection

  2. Object Type (required): Select the object type from the drop-down box, and all the input fields of that object type will appear below.

  3. To find field you need you can either use the page scroll (numbers below fields) or the search functionality on the top of configuration page (above connection)

30999448.png