Process automations in Automation Anywhere for Salesforce
- Updated: 2023/07/21
Process automations in Automation Anywhere for Salesforce
Automated processes in Salesforce are powered by Automation Co-Pilot for Business Users(Automation Co-Pilot) and offer a dynamic guided workflow for business needs.
Note: Admins should have working knowledge of Automation Co-Pilot processes before automating processes in Automation Anywhere for Salesforce. Review the following topic to learn more
about Automation Co-Pilot essentials. Setting up AARI
When Salesforce users encounter common business processes, such as
claims or standard applications, users can benefit from automated processes by
having a pre-constructed workflow available to guide them. With Automation Co-Pilot integrated in Automation Anywhere for Salesforce,
users can lead clients through automated processes with accuracy and efficiency by
following a guided workflow that automatically passes entered data to mapped
Salesforce records. Data can then be accessed across the platform by stakeholders
for further action to be taken. Notifications can be enabled to alert stakeholders
of progress made by others, simplifying multi-tasking and saving time.Each process workflow uses a form with fields, customized to the particular business need that process fulfills. Admins construct the process in Automation Co-Pilot, configure the process to Salesforce in Automation Anywhere for Salesforce and the process configuration is made available on Salesforce record pages through the Automation Launcher component.
Using automated processes in Salesforce
Complete the following steps to begin using automated processes.
- Create a connection for your pre-constructed process. Create process connections in Automation Anywhere for Salesforce.
- Configure your process to Salesforce. Create process configurations in Automation Anywhere for Salesforce
- Open settings (gear icon) from your Automation Launcher, on a Lightning Record page where it has been added to the layout, and Enable AARI with your Control Room credentials.
- Find your process on the record detail page in the Automation Launcher component.
- Click Start to run your automated process.
- Optionally, enable the scheduler in App Settings of the Automation Anywhere for Salesforce Lightning App for recurring Automation Co-Pilot notifications in Salesforce.
Enable notifications using App Settings
Note: Users must enable their Automation Co-Pilot settings in the Automation Launcher component with their AARI User
credentials to receive notifications in Salesforce about status
changes.
Administrators have the ability to use the scheduling capabilities within
Automation Anywhere for Salesforce for their automated processes,
much like the scheduler in Automation Co-Pilot. When
configured, the scheduler logs into Automation 360 on the
specified interval, and looks for updates for all requests generated out of Salesforce.
Where updates are found, such as: assign request to user or request completed, the
appropriate user will receive a notification in Salesforce updating them to the status
change. Tip: Create a connection using a
dedicated user account, with the AAE_Robotic_Interface_Admin role assigned, from Automation 360 for the AARI scheduler. These dedicated
user credentials will be used to login at scheduled intervals and can impact
encounters of multiple logins of the same account. In such cases, a dedicated account
offers a more fluid experience. The AAE_Robotic_Interface_Admin role ensures that the
account can query for all requests without restrictions.
- In Automation Anywhere for Salesforce, navigate to
- Click the slider to Enable AARI.
- Enter the Connection Name.
- Enter the Notification Interval.
- Save your changes.