Salesforce Connector Bot

Performs Create, Get, Update, Delete & Query operations for Custom / Standard Salesforce Objects.

Sales

Salesforce Connector Bot

Salesforce Connector Bot

Performs Create, Get, Update, Delete & Query operations for Custom / Standard Salesforce Objects.

Salesforce Connector Bot

Performs Create, Get, Update, Delete & Query operations for Custom / Standard Salesforce Objects.


Features

• Performs Create, Get, Update & Delete operations (both single & bulk operations are supported) for Custom as well as following Standard Objects: o Account o Asset o Case & CaseFeed o Contact o Contract o Lead o Opportunity o Order o Pricebook o Product o Quote o Task • Read & Delete the History of Salesforce objects. • Run Salesforce queries to search your organization's Salesforce data for specific information.

Benefits

1. Focus your sales team on-demand generation and closing sales, no manual data entry. 2. Improves sales team productivity and job satisfaction by reducing time spent on data entry and reporting 3. Reduces skill maintenance costs incurred by Salesforce product changes 4. Speeds up the execution of data entry through automation available 24/7 5. Quick and Seamless Integration. Easy to use and integrate into new or existing processes without any technical supervision.


Inputs

SalesforceCredentials : UserName, Password, ClientId, ClientSecret Operation : Insert / Update / Get / Delete Input for Insert / Update Bulk Operations : Supports CSV / Excel file formats Or JSON array Input for Single Object Operation : ObjectJson For Get / Update / Delete Operations : LookupFieldName / LookupFieldValue

Output

Response: Returns Records / Object IDs on which operation was performed


More Details

You need to create a connected App in Salesforce to get Client Id and Client Secret for your application to interact with Salesforce.

Owner Contact Info

Vendor image

Pre-install Checks

Automation Anywhere Enterprise v11.0 or above Connected App on Salesforce CRM


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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