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Create a custom role for RPA Bots for Salesforce

  • Updated: 5/13/2021
    • Automation 360 v.x
    • Manage
    • AARI
    • Process flow

Create a custom role for RPA Bots for Salesforce

Create a custom role for the new user for the connector configuration setup. This role will map the new user to a specific set of Bot Runners, one or more device pools, and one or more Bot folders.

Prerequisites

If you already have roles set up in your Control Room, map your users to your existing role(s) before proceeding.

Procedure

  1. Go to Administration > Roles.
  2. Click Create role.
  3. Enter a Role name and optionally enter a Role description.
  4. In the Features tab, select View my scheduled bots and Schedule my bots to run.
  5. Scroll to the Bots section.
  6. Select View my bots and Run my bots.
  7. Scroll to the API section.
  8. Select Generate API-Key.
  9. Select Generate API Key if planning to authenticate to Control Room using a combination of Username and API Key. Alternatively, the connector allows you to use Password based authentication.
  10. In the Bots tab, expand the Bots folder and select the root folder or sub-folders you want to make visible for use by the RPA Bots for Salesforce connector.
    Note: Only selected folders and the TaskBots within the selected folders are displayed in the Bot selection page of the Bot Configurations tab in Salesforce.

    Configure RPA Bots for Salesforce

  11. Select Run and schedule for each of the folders you select.
  12. Select View content for each of the folders you select.
  13. Click Next.
  14. In the Run As tab, select one or more Bot Runners from the list of Available bot runners.
  15. Click the right arrow to move the Bot Runner to the list in the Selected column.
    You must select at least one Bot Runner device user. Only the selected Bot Runner users will appear in the Bot Configuration Wizard when users with this role are used to authenticate the connector with Control Room. The selected Bot Runner users will be used to execute the bots triggered by the connector.
  16. In the Users tab, select the new user you created for RPA Bots for Salesforce from the list of Available users.
  17. Click the right arrow to move the user to the list in the Selected column.
  18. Click Create role.
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