Salesforce Mass Transfer Records

The Salesforce Mass Transfer Records bot helps Salesforce admin to take care of transfer of ownership of records

Top Benefits

  • Improves Salesforce administrator productivity
  • Releases Salesforce administrator of mundane task of transferring records ownership
  • Fast, efficient transfer of ownership of records of Salesforce

Tasks

  • Exports the user name and ID in a CSV format and stores the same for future use
  • Exports the records to be transferred based on the filter criteria set
  • CSV file is manipulated by the bot to replace the Owner ID values with the User ID of the new record owner
  • The bot then updates the records

Salesforce administrators are responsible for tasks ranging from helping users develop reports and reset passwords to maintaining data quality, adding fields, and running backups, among many others.

To help Salesforce administrators, Thirdware has decided to come up with a series of bots that would take care of various Ad-hoc, Weekly, Monthly, Quarterly and Yearly tasks. The Salesforce transfer of ownership of records bot is second in series of bots that Thirdware is coming up with.

One of the key task of Salesforce administrator is to transfer record ownership due to changes in job responsibility or territory coverage. Salesforce has an option to mass transfer records. But that’s a very tedious and time consuming job as explained in Salesforce help.

The Salesforce Mass Transfer Records bot helps Salesforce admin to take care of transfer of ownership of records.

Success!

The download of Salesforce Mass Transfer Records will begin shortly.

In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Bot Security Program
Level 4
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
December 8, 2020
First Published
January 10, 2020
Platform
11.3.3
ReadMe
ReadMe
Support

Bot Security

Level 4
  • Includes requirements from Levels 1 through 3.
  • Detailed scenario-based test results from a real-life deployment environment were submitted to Bot Store and bot developer, by the security vendor.
  • The security vendor provided evidence of remediation of any critical issues to Bot Store, and produced a strategic remediation plan for any unaddressed issues to bot developer.

Security Reports for "Salesforce Mass Transfer Records"

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

See the Bot in Action

Salesforce
Bot Steps
Mass Transfer Records bot
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Salesforce
Bot Steps
Mass Transfer Records bot

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 user name used for Mass Transfer Records with specific access, Salesforce Security Token and Salesforce client
  • MassTransferRecords.csv – Config file which provide details of to access salesforce environment
  • MassTrf1.csv (you can have multiple files numbered sequentially 1,2,3…)

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

Bot Store