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SalesforceConnectorBot-AppPerfectCorporation

Salesforce Connector Bot automates Create, Get, Update, Delete & Query operations to manage Custom/Standard Salesforce Objects like Account, Contact, Lead, etc.

Top Benefits

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

Tasks

  • Performs CRUD operations (both single and bulk operations are supported) for Custom as well as Standard Objects.
  • Reads and Deletes the History of Salesforce objects.
  • Runs Salesforce queries to search your organization's Salesforce data for specific information.
  • Standard Objects supported: Account, Asset, Case/CaseFeed, Contact, Lead, Opportunity, Order, Product, Task & many more.

Use the Salesforce Connector Bot to automate many of your routine Salesforce tasks:

Automate Creation of new contacts, accounts, leads, opportunities, etc. in Salesforce from marketing and lead generation tools.
Automate Creation of new products in Salesforce from ERP and other inventory management systems.
Automate Creation of new quotes for Products.
Perform data tasks like extracting sales data and generating bot activity reports.

The bot can also run Salesforce queries to search your organization's Salesforce data for specific information.

Refer to the Readme file for detailed information about each operation.

Start 30-Day Free Trial

$1000 USD
Per Annual Subscription for 1-5 Bot Runners

Request quote for more purchase options

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Vendor
Automation Type
Bot
Last Updated
October 11, 2019
First Published
October 9, 2019
Enterprise Version
11.3.3
Community Version
11.3
ReadMe
ReadMe
End User License Agreement
EULA
Support

See the Bot in Action

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

  • Salesforce Production or Sandbox Account
  • Connected App on Salesforce CRM
  • SalesforceCredentials (for authentication): UserName, Password, ClientId, ClientSecret
  • Input for Single Object Operation: ObjectJson
  • Input for Insert / Update / Delete Bulk Operations: Supports CSV / Excel file formats or JSON array
  • For Get / Update / Delete Operations: LookupFieldName / LookupFieldValue
  • For Query: Database Query