Salesforce Bot Insight

This bot gets the JSON data from different accounts on Salesforce using Python, converts JSON to a CSV file, and generates a Bot Insight Dashboard

Top Benefits

  • It will enhance the capability of Automation 360 with Python
  • It will guide the customer to explore Bot Insight with Automation 360
  • It allows the customer to use Salesforce together with Python and Automation 360

Tasks

  • It generates a text file from Salesforce regarding different accounts and sorts the details based on account owners
  • Loop through all Account wise Actual Value Amount and sort the data based on their Actual Value Amount.
  • It will generate Bot Insight Dashboard using Bot Insight Analyze Command

Given below are the steps to be followed for the bot development using Bot Insight Python, Salesforce & Automation 360.

1) It generates a text file from Salesforce regarding different account
and sorts the details based on account owner and group the data based on their
actual value amount for particular Account Owner/CSM using python script and
also converts the text file into CSV.

2) Loop through all Account wise Actual Value Amount and sort the
data based on their Actual Value Amount.

3) It will generate Bot Insight Dashboard using Bot Insight Analyze Command

Success!

The download of Salesforce Bot Insight will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
53
Vendor
Automation Type
Bot
Last Updated
May 25, 2021
First Published
September 18, 2020
Platform
Automation 360
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Bot in Action

Python code with Open Script Command
Python Code
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Python code with Open Script Command
Python Code

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Python
  • SalesForce
  • Bot Insight with Automation 360

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

Bot Store