Salesforce Connector

Salesforce is a leading provider of customer relationship management (CRM) platforms. This Salesforce connector utility packages functions for multiple activities

Top Benefits

  • Can automate approximately 52 Salesforce functions
  • Can create customized flows using MetaBot functions
Product video fallback

Tasks

  • Authenticate user
  • CRUD operations with important activities
  • API calling
Salesforce is a leading provider of customer relationship management (CRM) platforms. This Salesforce connector can automate approximately 52 activities to perform various operations such as add, delete, update, or retrieve (add, delete, update, or get), on different objects from Salesforce. With the current version, we have prioritized entities account, asset, case, contact, lead, campaign, file, opportunity, task, price-book, product, quote. Users can perform any of the listed operations by providing required arguments just in few steps as users just need to consume the MetaBot from their existing AA workflow. Users can create a customized flow of the Salesforce operations by using the MetaBot functions. If the object name is different from the listed objects, the user can use the CustomObject MetaBot functions to perform the desire operation-for that user will need to provide object type in the input.

Setup process

Install

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

Configure

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

Run

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

Requirements and Inputs

  • Parameters
  • Record identifier
  • Credentials

Customer Reviews

0.0(0 reviews)

No reviews yet.