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Create new bot configurations in RPA Bots for Salesforce

  • Updated: 11/12/2021
    • Automation 360 v.x
    • Manage
    • AARI
    • Process flow

Create new bot configurations in RPA Bots for Salesforce

To start using RPA Bots for Salesforce, after you establish a secure connection between Salesforce and the Automation Anywhere Control Room, you must configure bots to pass data from Salesforce. Configuring bots to pass data from Salesforce allows Salesforce users to efficiently automate their routine business processes from their Salesforce Record page.

Prerequisites

You should have the knowledge to build and deploy bots before you begin these configurations. You must have the required rights and permissions to complete this task and be authorized to log in to the Control Room as a licensed user.
Create a new configuration by using the bot configuration wizard, also known as the RPA Bots for Salesforce Lightning app to perform the required steps, including the following:
  • Bot Selection and Execution
  • Object Selection and Field Mapping
  • Callback

Procedure

To start your bot configuration, select a predefined connection, a bot from your Control Room, device details, and mode of executing the bot.

  1. From RPA Bots for Salesforce, navigate to Bot Configurations > New > Bot Selection and Execution.
    The Activate check box should be selected by default.
  2. Enter a Name.
  3. Choose a Connection.
  4. Select a bot to run.
    Select your bot by drilling down in the tree structure of Bot Directory or by selecting the folder that contains the bot then entering text in the Choose a bot field for a list of bots with matching characters.
  5. Choose your Run Options.
    OptionDescription
    Run on Server Select to configure Device Pool, Users, and Deployment.
    1. Choose one or more Run as Users.

      When multiple run-as users are selected, the bot will be deployed to all, meaning multiple instances of the automation are run simultaneously.

    2. Optionally, choose one or more Device Pools if you are deploying the bot to a predefined pool of devices in the Control Room.
    3. Enter the Number of Run As Users to Use.

      The system prioritizes Run as Users with the least number of queued tasks at the time of the deployment request. If the number is zero, then all users will be used.

      Note: The number should be an integer value. If the number is greater than the total number of users provided or less than zero, an error occurs.
    4. Select what trigger the bot will be Deployed By: User, Flow, or both.
    Run Locally

    The bot is deployed to the Control Room default device associated with the Salesforce user.

    Note: For successful deployment, ensure that you meet all the prerequisites of this option. Prerequisites for RPA Bots for Salesforce
  6. Click Next.

Configure Object Selection and Field Mapping of the bot. Map the bot to any standard or custom Salesforce Object. The record page for the selected object displays the bot for execution. The selected object type also determines what data can be provided as input to the bot.

  1. Select an object.
    ObjectDescription
    None You will have the option to launch the bot from the Home Page, App Page, and Record Page.
    Any Salesforce Object The bot will launch from the Record Page of the selected object.
    Note: We recommend selecting None for generic bots and a specific object for specialized bots.
  2. Click Add Mapping.
    Map the Automation Anywhere bot input variables to the Salesforce object data fields using the SF Field mapping type or to a static value using the Input Field mapping type. When the bot is deployed, the data is passed to the mapped fields.
  3. Select an Automation Launcher.
    This selection determines the page type where the bot configuration will be displayed.
    OptionDescription
    Home Page The Bot Launcher will display the bot configuration on the Lightning Apps Home Page.
    App Page The Bot Launcher will display the bot configuration on the App Page.
    Record Page The bot configuration will be displayed on the Record Page of the selected object.
  4. Optional: Add a visibility filter. For more information, review the topic. Visibility Filter in RPA Bots for Salesforce
  5. Click Next.

Configure how bot Callback data is mapped back to fields in the Salesforce Connector.

  1. Configure how the bot output data will return to Salesforce by choosing one of the following operation types:
    TypeOperation
    None Specifies that no callback operation is run.
    Create Creates a new record of the specified type in the next drop-down list.
    Update Updates the object specified using the mandatory mapped Record ID to identify the record.
    Upsert Updates the object specified using a mapped in the Record ID to locate the record in the Salesforce organization. If no record is found, a new record of the specified object type is created, containing the mapped data.
    Delete Deletes the record identified by the mandatory Record ID mapped field.
  2. Choose any standard or custom Salesforce Object where the bot should return data.
  3. Click Add Mapping.
    This configuration determines how data from Automation Anywhere is returned and represented in the Salesforce record.
  4. Click Save.
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