Salesforce Report Extractor

This bot exports Salesforce reports and emails them to your intended recipients. You can schedule to do this on any frequency using the bot scheduler.

Top Benefits

  • Easily export pipeline and other sales reports to your regional leaders.
  • Reduce call center time to resolution by distributing account reports to your support team.
  • Quickly update your sales team on activity with their customers.
  • Easily integrate report extraction into your complex business process automation.
  • Improve stability and reliability of your automation with API enabled automation.

Tasks

  • Exports reports in salesforce report formats.
  • Automatically emails them to desired recipients or distribution lists.
  • Runs regularly scheduled reports using a single Salesforce account with the proper reporting access.

This bot simplifies extracting and distributing reports from Salesforce. It includes reference code to understand how to call the reusable report bot. Use this bot in any of your sales operations processes including pipeline, account activity, support requests, demand generation efficacy, top products, top sellers, CPQ usage and more.

Success!

The download of Salesforce Report Extractor 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
113
Vendor
Automation Type
Bot
Last Updated
May 25, 2021
First Published
March 2, 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

Salesforce Report Extractor Logic
Salesforce Report Extractor Options
Salesforce Report Extractor Success Confirmation
Salesforce Report Extractor Output Email
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Salesforce Report Extractor Logic
Salesforce Report Extractor Options
Salesforce Report Extractor Success Confirmation
Salesforce Report Extractor Output Email

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

  • An Salesforce account with the Lightning UI setup
  • Bot Runner with Excel and Outlook installed
  • Full URL for the report you want exported
  • Path to the download directory on the bot runner machine (ie. C:Downloads)
  • Email address of the recipient of the report

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