Run Query to get Sales Data in Salesforce

Query Salesforce, running SOQL queries to return query results as a JSON

Top Benefits

  • Quick and seamless integration
  • Easy to use and integrate into new or existing tasks without any technical supervision

This bot is designed to automate the process of querying and returning the results of a Salesforce SOQL query.

To operate, a user must use their token from the Salesforce login setup and obtain a Client ID and Client Secret from a connected app in Salesforce.

With those details provided, users can use this MetaBot (and sample bot) to authenticate in Salesforce and run SOQL queries - returning their results in a JSON format.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
179
Vendor
Automation Type
Bot
Last Updated
January 29, 2021
First Published
March 8, 2018
Enterprise Version
10.5
Support

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

  • AAE 10 sp2 setup
  • Inputs: Query, APIVersion, Client Secret key, Client ID, Domain URL, Password, Token, User Name