Salesforce Bot Insight

This bot gets the JSON data from different accounts on Salesforce using Python, converts JSON to a CSV file, and generates a Bot Insight Dashboard

Top Benefits

  • It will enhance the capability of Automation 360 with Python
  • It will guide the customer to explore Bot Insight with Automation 360
  • It allows the customer to use Salesforce together with Python and Automation 360

Tasks

  • It generates a text file from Salesforce regarding different accounts and sorts the details based on account owners
  • Loop through all Account wise Actual Value Amount and sort the data based on their Actual Value Amount.
  • It will generate Bot Insight Dashboard using Bot Insight Analyze Command

Given below are the steps to be followed for the bot development using Bot Insight Python, Salesforce & Automation 360.

1) It generates a text file from Salesforce regarding different account
and sorts the details based on account owner and group the data based on their
actual value amount for particular Account Owner/CSM using python script and
also converts the text file into CSV.

2) Loop through all Account wise Actual Value Amount and sort the
data based on their Actual Value Amount.

3) It will generate Bot Insight Dashboard using Bot Insight Analyze Command

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
51
Vendor
Automation Type
Bot
Last Updated
May 25, 2021
First Published
September 18, 2020
Platform
Automation 360
ReadMe
ReadMe
Support

See the Bot in Action

Python code with Open Script Command
Python Code
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Python code with Open Script Command
Python Code

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

  • Python
  • SalesForce
  • Bot Insight with Automation 360