Salesforce Package

With the Salesforce Package for Automation 360, bots are able to easily read, update, create, and delete objects in Salesforce.

The source code for this package is available on the Automation Anywhere GitHub page

Top Benefits

  • Reduces complexity in connecting to and updating objects in Salesforce.
  • Provides for secure connection to your Salesforce environment
  • No need to worry about automating on top of the Salesforce lightning UI
  • Significantly faster than UI based Salesforce automation

Actions

  • Authenticate securely to Salesforce using values stored in your Credential Vault
  • Query for Salesforce Objects using the Salesforce Object Query Language (SOQL)
  • Create new Salesforce Objects (standard or custom types/attributes included)
  • Update existing Salesforce Objects (including standard and custom attributes)
  • Delete Salesforce Objects which are no longer needed

With the Salesforce Package, bot builders can easily take on Salesforce automation initiatives in Automation 360. Across 5 package actions, the Salesforce Package enables developers to quickly and easily query for, update, insert and delete Salesforce Objects. Best of all, these operations can be done on both standard and custom Salesforce object types and attributes. With the capabilities offered in this package, RPA bot builders don't have to worry about the complexities in automating on top of the Salesforce lightning user interface, as their connection to Salesforce is done directly through the Salesforce API (through the use of this package).

Easy to use, easy to set up, and ready to save you time on reading, updating, and deleting Salesforce objects!

The source code for this package is available on the Automation Anywhere GitHub page

Get Package

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
126
Vendor
Automation Type
Package
Last Updated
May 24, 2021
First Published
November 5, 2020
Platform
Automation 360
ReadMe
ReadMe
Support

See the Package in Action

Seamlessly integrate bots with your Salesforce env.
Secure authentication when using Credential Vault
Authenticate, read, insert, update, and delete
PREV NEXT
Seamlessly integrate bots with your Salesforce env.
Secure authentication when using Credential Vault
Authenticate, read, insert, update, and delete

Setup Process

Install

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

Configure

Use the Package in a bot, configure keys and other credentials the package will need (see the ReadMe for details.)

Run

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

Requirements and Inputs

  • Salesforce Account with API Access (developer/trailhead environments work fine as well)
  • Salesforce Connected App (see included documentation to set up)