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Configure RPA Bots for Salesforce callback integration

  • Updated: 8/20/2021
    • Automation 360 v.x
    • Manage
    • AARI
    • Process flow

Configure RPA Bots for Salesforce callback integration

Callback describes retrieving bot output directly from the bot execution. In this case, the RPA Bots for Salesforce connector allows you to receive bot output data in Salesforce and map that data to the Salesforce object type of your choosing.

This task describes setting up security, authorizations, and integration between Automation Anywhere Enterprise and Salesforce APIs bridging successful communication between the two platforms specifically relating to bot callback data. To properly complete this procedure, perform the following sequence:

Procedure

Create and note a certificate to apply later during the security steps.

  1. In your Salesforce org, navigate to Setup > Security > Certificate and Key Management. Alternatively, enter Certificate in the Quick Find field.
  2. Choose and click either Create Self-Signed Certificate or Create CA-Signed Certificate.
    • For a Self-Signed Certificate:
      • Enter a Label that identifies the purpose if required at a later time.
      • Enter a Unique Name.

        Note this field to use with Certificate API Name in Step 19.

    • For a CA-Signed Certificate:
      • Enter a Label that identifies the purpose if required at a later time.
      • Enter a Unique Name.

        Note this field to use in a subsequent step.

      • Complete all required fields.
      • To ensure that your certificate is uploaded to Salesforce promptly, perform the steps and additional information provided in Salesforce documentation.

        Generate a Certificate Signed by a Certificate Authority

  3. After the certificate process is completed, download the certificate locally for subsequent use.

Set up authorization of the API for a new Connected App.

  1. Navigate to Setup > Apps > App Manager. Alternatively, enter App Manager in the Quick Find field.
  2. Click the New Connected App option and enter the following required values:
    1. Add a Connected App Name.
    2. API Name is automatically generated. You can customize the name.
    3. Contact Email: Salesforce will send notifications to this email for any technical issues.
    4. In the API (Enable OAuth Settings) section, select the Enable OAuth Settings check box.
    5. Click the Enable for Device Flow option, and then select the Use Digital Signatures check box.
    6. Click the Choose File button to upload your certificate, previously downloaded.
    7. From the Available OAuth Scopes list, select the following two options and ensure they are added to the Selected OAuth Scopes field: Access and Manage Your Data (API) and Perform Requests on Your Behalf at Any Time (refresh_token, offline_access)
  3. Click Save.

Create and enable a custom Permission Set for your Connected App. This custom permission set allows AAIRPA Bot Launcher users to run bots with the callback operation.

Remember: Assign both this custom Permission Set and the AAI RPA Bots Lightning Component User Permission Set to all Standard Users who will trigger bots from Salesforce.

  1. From your Salesforce Org, navigate to Setup > Users > Permission Sets.
  2. Click New and Label your custom Permission Set.
  3. Click Save to save your custom Permission Set.
  4. Click Assigned Connected Apps.
  5. Click Edit to select your newly created Connected App from the Installed Connected Apps box and ensure it is added to the Enabled Connected Apps box.
  6. Click Save.

Edit the policies for the newly Connected App.

  1. Navigate to Setup > Apps > App Manager, or type App Manager in the Quick Find field.
  2. Locate your newly created Connected App in the list and select Manage from the drop-down menu of that row.
  3. Click the Edit Policies option and change the following values in the OAuth Policies section:
    1. Permitted Users: Admin approved users are pre-authorized.
    2. IP Relaxation: relax IP restrictions.
  4. Click Save.

Apply your certificate and Consumer Key in your App settings.

  1. Navigate to the App Manager page: Setup > Apps > App Manager. Alternatively, enter type App Manager in the Quick Find field.
  2. Locate your newly created Connected App in the list, and select View from the drop-down list.
  3. In the API (Enable OAuth Settings) section, locate the Consumer Key value, and copy and save the value in any text editor for later use.
  4. In the App Launcher, navigate to the Automation Anywhere app.
  5. When it opens, locate the App Settings tab.
  6. For Certificate API Name, enter the Unique Name of the certificate you created earlier.
  7. In Callback Connected Consumer Key, copy and paste the Consumer Key value that you noted earlier in the text editor.
  8. Click Save.

Customize your Remote Site settings.

  1. Navigate to Remote Site Settings: Setup > Security > Remote Site Settings. Alternatively, enter Remote Site in the Quick Find field.
  2. Click New Remote Site, and enter the following values for your new remote site setting:
    1. Remote Site Name: Enter a name, for example, AATokenURL.
    2. Remote Site URL- Add https://login.salesforce.com.
  3. Click Save.
    Your callback settings are now complete and ready for use with your bot configurations.

Next steps

Assign the new custom Permission Set and the AAI RPA Bots Lightning Component User Permission Set.

RPA Bots for Salesforce permissions and web components

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