This Bot extracts object metadata from Salesforce and creates separate lists of custom & standard objects. It then -
- Saves the object properties and attribute details to a CSV file
- Generates Bot Insight dashboard with object details
Key Use Case: Salesforce Sandbox refresh, Refresh weekly or monthly updates
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Salesforce CRM Account (Access to API keys)AAE v 11.x
- Inputs: Salesforce Credentials and API Keys (Instructions in Readme)