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.
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Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
33
Vendor
Automation Type
Bot
Last Updated
November 25, 2020
First Published
March 4, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

User on-boarding and off-boarding
Extracting a Salesforce report
Connect to Salesforce
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User on-boarding and off-boarding
Extracting a Salesforce report
Connect to Salesforce

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

  • Microsoft Excel
  • Automation Anywhere 11.3.3 (or Above)
  • Salesforce