Salesforce Advanced Package

This package is used in Salesforce API for Connect, Create Leads, Account, Opportunity and Contact with basic parameters

Top Benefits

  • Connecting to the Salesforce platform
  • Create Leads and account opportunity
  • Creating contacts with the basic parameters
  • Easy to use
  • Reliable and efficient

Actions

  • Connect - Authenticating the User. Reads Username, Password, Secret Token, Client ID, and Client Secret from User.
  • Create Lead - Creates the Lead. Reads First name, Last name, Phone number, Email, Company name, Status, Title from User.
  • Create Account - Creates the unique account. Reads Account name, Account number, Phone number, Place from User
  • Create Contact - Individual contacts are created. Reads First name, Last name, Phone number, Email, Account ID from User
  • Create Opportunity - Reads Opportunity name, Close date, Stage, Probability, Amount, Account ID from User

Salesforce Advanced Package includes several actions like Connect, Create Lead, Create Account, Create Contact, and Create Opportunity. These actions are unique in Salesforce API which performs Authentication through Connect action, Creating Lead for the User, Creating Individual Account, Contact, Opportunity for the User.

Get Package

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
15
Vendor
Automation Type
Package
Last Updated
July 9, 2021
First Published
July 9, 2021
Platform
Automation 360
ReadMe
ReadMe
Support

See the Package in Action

Creating Lead
Creating Contact
Creating Opportunity
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Creating Lead
Creating Contact
Creating Opportunity

Setup Process

Install

Download the Package and follow the instructions to install it in your AAE Control Room.

Configure

Use the Package in a bot, configure keys and other credentials the package will need (see the ReadMe for details.)

Run

That's it - now the Package is ready to get going!

Requirements and Inputs

  • Intellij IDEA
  • Automation 360 installed
  • Java 11
  • Salesforce Account