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:
o Account
o Asset
o Case and CaseFeed
o Contact
o Contract
o Lead
o Opportunity
o Order
o Pricebook
o Product
o Quote
o 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)
SalesforceCredentials (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 Read-me file for detailed information about each operation.

Buy Now

$500 USD per bot
Annual Subscription

Free 30-Day Trial

Request quote for more purchase options

Bot Security Program
Level 3
Applications
Business Process
Category
Downloads
33
Vendor
Automation Type
Bot
Last Updated
July 24, 2020
First Published
October 9, 2019
Enterprise Version
11.3.3
ReadMe
ReadMe
End User License Agreement
EULA
Support

See the Bot in Action

MetaBot Logic
TaskBot
TaskBot Response
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MetaBot Logic
TaskBot
TaskBot Response

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
  • 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