Perform Various Salesforce Operations

Salesforce Connector bot automates Create, Get, Update, Delete & Query operations to manage custom/standard Salesforce objects like Account, Contact, Lead, etc.

Top Benefits

  • Focus your sales team on-demand generation and closing sales - no manual data entry
  • Improves sales team productivity and job satisfaction by reducing time spent on data entry and reporting
  • Reduces skill maintenance costs incurred by Salesforce product changes
  • Speeds up the execution of data entry through automation available 24/7
  • Quick and seamless Integration. Easy to use and integrate into new/existing processes without any technical supervision

Tasks

  • Performs CRUD operations (both single and bulk operations are supported) for Custom as well as Standard Objects
  • Reads and deletes the history of Salesforce objects
  • Runs Salesforce queries to search your organization's Salesforce data for specific information
  • Standard objects supported: Account, Asset, Case/CaseFeed, Contact, Lead, Opportunity, Order, Product, Task & many more

Performs Create, Get, Update and Delete operations (both single and bulk operations are supported) for Custom as well as following Standard Objects:

  • Account
  • Asset
  • Case and CaseFeed
  • Contact
  • Contract
  • Lead
  • Opportunity
  • Order
  • Pricebook
  • Product
  • Quote
  • Task

Read and Delete the History of Salesforce objects.

Run Salesforce queries to search your organization's Salesforce data for specific information.

Use cases:

  1. Automate Creation of new contacts, accounts, leads, opportunities, etc. in Salesforce from marketing and lead generation tools.
  2. Automate Creation of new products in Salesforce from ERP and other inventory management systems.
  3. Automate Creation of new quotes for Products.
  4. Perform data tasks like extracting sales data and generating bot activity reports.

Inputs:

  • Access Token (obtained after the bot is downloaded)
  • Salesforce Credentials (for authentication): UserName, Password, ClientId, ClientSecret
  • Operations Supported: Insert / Update / Get / Delete / Query
  • Input for Insert / Update / Delete Bulk Operations : Supports CSV / Excel file formats or JSON array
  • Input for Single Object Operation: ObjectJSON
  • For Get / Update / Delete Operations : LookupFieldName / LookupFieldValue
  • For Query: Database Query

Output:

  • JSON Array/Object

Refer to the ReadMe file for detailed information about each operation.

Success!

The download of Perform Various Salesforce Operations will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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$500 USD per bot
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Free 30-Day Trial

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Bot Security Program
Level 3
Applications
Business Process
Category
Downloads
36
Vendor
Automation Type
Bot
Last Updated
December 7, 2020
First Published
October 9, 2019
Platform
11.3.3
ReadMe
ReadMe
End User License Agreement
EULA
Support

Bot Security

Level 3
  • Includes Level 1 and Level 2 requirements.
  • The security vendor provided Static Application Security Testing and a Threat Model analysis of the bot.
  • The security vendor provided evidence of remediation of any critical issues to Bot Store, and produced a strategic remediation plan for any unaddressed issues to bot developer.

Security Reports for "Perform Various Salesforce Operations"

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

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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

  • Salesforce Production or Sandbox Account
  • Connected App on Salesforce CRM
  • Salesforce Credentials (for authentication): UserName, Password, ClientId, ClientSecret
  • Input for Single Object Operation: ObjectJSON
  • Input for Insert / Update / Delete Bulk Operations: Supports CSV / Excel file formats or JSON array
  • For Get / Update / Delete Operations: LookupFieldName / LookupFieldValue
  • For Query: Database Query

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