Update Opportunity Stage

The Update Opportunity Stage bot allows you to pass in values to locate the Salesforce Opportunity and update it to the pipeline stage specified as an input value

Top Benefits

  • Deploy and use immediately
  • Customizable scenarios based on business requirements
  • Ensure near real time updating of Salesforce Opportunity data from 3rd party systems
  • Eliminate the human error associated with swivel chair copying of data from system to system

Tasks

  • Sync Salesforce CRM Opportunities to events in 3rd party applications
  • Automate the update of Opportunities based on events/triggers in SAP and other apps

The template is intended to simplify the integration of automated business processes from SAP or other third-party applications with Salesforce data. The Opportunity Update template automates the steps required to change the pipeline stage of any opportunity within Salesforce which the defined user within the automation has the ability to edit. The automation is intended to be fully customizable to meet the needs of your business and the customizations you may have applied to your own Salesforce instances.

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

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Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
19
Vendor
Automation Type
Bot
Last Updated
October 20, 2023
First Published
May 15, 2023
Platform
Automation 360
ReadMe
ReadMe
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

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

Opportunity Pipeline Stage Updates automated
Easy Configuration via XML
Robust Error Handling Built In
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Opportunity Pipeline Stage Updates automated
Easy Configuration via XML
Robust Error Handling Built In

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 CRM

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.

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