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Process automations in RPA Bots for Salesforce

  • Updated: 2022/01/05
    • Automation 360 v.x
    • Manage
    • AARI

Process automations in RPA Bots for Salesforce

Automated processes in Salesforce are powered by Automation Anywhere Robotic Interface(AARI) and offer a dynamic guided workflow for business needs.

Note: Admins should have working knowledge of AARI processes before automating processes in RPA Bots for Salesforce. Review the following topic to learn more about AARI 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 AARI integrated in RPA Bots 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 AARI, configure the process to Salesforce in RPA Bots 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.
  1. Create a connection for your pre-constructed process. Create process connections in RPA Bots for Salesforce.
  2. Configure your process to Salesforce. Create process configurations in RPA Bots for Salesforce
  3. 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.
  4. Find your process on the record detail page in the Automation Launcher component.
  5. Click Start to run your automated process.
  6. Optionally, enable the scheduler in App Settings of the RPA Bots for Salesforce Lightning App for recurring AARI notifications in Salesforce.

Enable notifications using App Settings

Note: Users must enable their AARI 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 RPA Bots for Salesforce for their automated processes, much like the scheduler in AARI. 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.
  1. In RPA Bots for Salesforce, navigate to App Settings > AARI Settings
  2. Click the slider to Enable AARI.
  3. Enter the Connection Name.
  4. Enter the Notification Interval.
  5. Save your changes.
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