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.


  • 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.

Use the Salesforce Connector Bot to automate many of your routine Salesforce tasks:

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

The bot can also run Salesforce queries to search your organization's Salesforce data for specific information

Refer to the Readme file for detailed information about each operation

Start 30-Day Free Trial

$1000 USD per bot
Annual Subscription

Request quote for more purchase options

Bot Security Program
Level 2
Business Process
Automation Type
Last Updated
March 3, 2020
First Published
October 9, 2019
Enterprise Version
End User License Agreement

See the Bot in Action

MetaBot Logic
TaskBot Response
MetaBot Logic
TaskBot Response

Setup Process


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 Production or Sandbox Account
  • Connected App on Salesforce CRM
  • SalesforceCredentials (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