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.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Customer Service & SupportInformation TechnologyRPA Development
- Category
- ProductivityRPA Developer Tools
- Downloads
- 192
- Vendor
- Automation Type
- Bot
- Last Updated
- January 29, 2021
- First Published
- March 8, 2018
- Platform
- 10.5
- Support
-
- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
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