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 administrators 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, User 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 Administrator, 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.

Buy Now

$500 USD per bot
Annual Subscription

Free 30-Day Trial

Request quote for more purchase options

Bot Security Program
Level 4
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
March 23, 2020
First Published
January 10, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

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

  • Automation Anywhere 11 and above
  • Salesforce user name used for Mass Transfer Records with specific access, Salesforce Security Token and Salesforce clien
  • MassTransferRecords.csv – Config file which provide details of to access salesforce environment
  • MassTrf1.csv (you can have multiple files numbered sequentially 1,2,3…)