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