Salesforce API Integrations

It offers a wide range of functionality at the API layer. User onboarding and off-boarding. It can perform create/update/delete/Report actions on Salesforce.

Top Benefits

  • User Onboarding by creating Salesforce Account
  • User offboarding by disabling Salesforce Account
  • End to End Salesforce workflow automation by Creating/Updating/Deleting records from Salesforce Object
  • Uses Excel file as Input or Input from User. This is best for both Bulk and individual record processing
  • API Layer interaction, All errors and output logged in file for user analysis

Tasks

  • Create New Salesforce User for user on-boarding process
  • Create Bulk or Single Record in Salesforce Object
  • Update Bulk or Single Record in Salesforce Object
  • Delete Bulk or Single Record in Salesforce Object
  • Enable/Disable Salesforce User for off-boarding process

Salesforce Metabot uses API level integration to perform the following tasks: -
• Connect to Salesforce, for authentication it uses Username, Password, Consumer Key and Consumer Secret, hence using the username-password authentication.
• Create a User Account, this logic creates a new Salesforce user and assigns a temporary password. By default, a new user is set to 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 excel file input and returns a 1-D array containing the processing status of each row of input excel file. Use 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 updates 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 record for any valid Salesforce object (both user and system-defined). It requires excel file input and returns a 1-D array containing the processing status of each row of input excel file. Use 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 record for any valid Salesforce object.

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Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
27
Vendor
Automation Type
Bot
Last Updated
April 21, 2020
First Published
March 4, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

User OnBoarding and OffBoarding
Extract Salesforce Report
Connect to Salesforce
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User OnBoarding and OffBoarding
Extract 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