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

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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
December 21, 2020
First Published
December 21, 2020
Enterprise Version
11.3
ReadMe
ReadMe
Support

See the Bot in Action

Code snippet
Code DLL
MetaBot logics
PREV NEXT
Code snippet
Code DLL
MetaBot logics

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

  • Parameters
  • Record identifier
  • Credentials