Salesforce API Integrations

Perform a wide array of actions on Salesforce base and custom objects - everything from create/update/delete/report actions.

Top Benefits

User onboarding by creating Salesforce accounts
User offboarding by disabling Salesforce accounts
End-to-end Salesforce workflow automation by creating/updating/deleting records from Salesforce objects
Uses an Excel file as input. This is best for both bulk and individual record processing
API Layer interaction - all errors and output logged for user analysis

Tasks

Create new Salesforce users for user on-boarding process
Create bulk or single record Salesforce objects
Update bulk or single record Salesforce objects
Delete bulk or single record Salesforce objects
Enable/Disable Salesforce user for off-boarding process

The Salesforce API Integrations bot leverages a Salesforce MetaBot that uses API level integration to perform the following tasks:

Connect to Salesforce
- For authentication, the bot uses the username, password, consumer key, and consumer secret.
Create a user account
- This logic creates a new Salesforce user and assigns a temporary password.
- By default, a new user is set to an active state.
Disable User
- This logic disables an existing user.
Enable User
- This logic enables an existing user.
Create Record
- This logic is used to create a record in any valid Salesforce object (both user and system-defined).
- Use this logic to insert one record at a time as separate logic exists which can be used to create bulk records in Salesforce.
Create Records (Excel)
- This logic is used for creating a bulk record in any valid Salesforce object (both user and system-defined).
- It requires an Excel file input and returns a 1-D array containing the processing status of each row of the input Excel file.
- Use the output 1-D array in order to update the excel file with output status.
Update Record
- This logic is used to update records in any valid Salesforce object (both user and system-defined).
- Use this logic to update one record at a time as separate logic exists which can be used to update bulk records in Salesforce.
Update Records (Excel)
- This logic is used for updating bulk records for any valid Salesforce object (both user and system-defined).
- It requires an Excel file input and returns a 1-D array containing the processing status of each row of the input Excel file.
- Use the output 1-D array in order to update the excel file with output status.
Delete Record
- This logic is used to delete records from any valid Salesforce object (both user and system-defined).
- Use this logic to deletes one record at a time as separate logic exists which can be used to delete bulk records in Salesforce.
Delete Records (Excel)
- This logic is used for deleting the bulk records for any valid Salesforce object.