A2019 - 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 A2019 with Python
  • It will guide the customer to explore Bot Insight with A2019
  • It is use case for the customer to use Salesforce together with Python and A2019

Tasks

  • It generate a text file from Sales Force regarding different account and sort the details based on account owner and
  • 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 Analyse Command

Given below are the steps to be followed for the bot development using Bot Insight Python, Salesforce & A2019 CE.

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 convert 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 Analyse Command

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
September 28, 2020
First Published
September 18, 2020
Enterprise Version
A2019
ReadMe
ReadMe
Support

See the Bot in Action

Python code with Open Script Command
Python Code
PREV NEXT
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 A2019