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Configure Process Builder trigger for RPA Bots for Salesforce

  • Updated: 3/30/2021
    • Automation 360 v.x
    • Manage
    • AARI
    • Process flow

Configure Process Builder trigger for RPA Bots for Salesforce

Process Builder is one mechanism to create a flow with an event-triggered bot. This method offers users an opportunity to automate processes while setting a required criteria for the bot to be triggered.

Prerequisites

Ensure that you have the following:
  • You should have the AAI RPA Bots Lightning Component User permission set applied.
  • The object and criteria defined by the administrator and a result you aim to achieve by using a flow.
  • Familiarity with mapping an object ID field to the record ID field required by the Run Bot class.
  • Bot Configurations record ID if you are planning on Running Bot by Bot Configuration.

Procedure

  1. From Salesforce navigate to Setup > Process Automation > Process Builder.
  2. Click New and enter the following details for the process flow: a process name, an API name, a description, and how the process starts.
  3. Click Save.
  4. Choose the object and specify when to start the process.
  5. Define your criteria.
  6. Click Add Action.
  7. In the Select and Define Action panel, enter configurations for your bot.
  8. Choose Apex for the Action Type.
  9. Choose one of the following from Apex Class.
    • Run Bot By Bot Configuration

      Use saved Bot Configurations from the Salesforce Connector.

      1. Enter the Bot Configuration ID.
      2. Choose the Record ID.

        The Type should be Reference and the value should match the event Object.

    • Run Bot with API Key

      Connect to your Control Room by entering your credentials to run a saved bot.

      1. Enter your CR Username.
      2. Enter the CR URL.
      3. Enter the CR API Key.
      4. Enter the Bot Name.
      5. Assign the Run As User Id for the Bot Runner user that will execute the bot.
        1. Click Add Row.
        2. Select Run As User Id for Field.
        3. Enter the Bot Runner in Value.
      6. Optionally, click Add Row to select more parameters to use in the bot output such as Device Pool Id, RecordId, and custom variables.
        • Variable names must match the exact name of the input variable defined within the bot.

          If you are specifying multiple variable names, use a pipe to separate each (for example, inputOne|inputTwo|inputThree).

        • Variable values are passed to the bot in the same order as variable names are provided (for example, as in the previous step inputValue1|inputValue2|inputValue3).
    • Run Bot with Connection

      Use a live connection to your Control Room to run a saved bot.

      1. Enter the Bot Name.
      2. Enter the Connection Id.
      3. Assign the Run As User Id for the Bot Runner user that will execute the bot.
        1. Click Add Row.
        2. Select Run As User Id for Field.
        3. Enter the Bot Runner in Value.
      4. Optionally, click Add Row to select more parameters to use in the bot output such as Device Pool Id, RecordId, and custom variables.
        • Variable names must match the exact name of the input variable defined within the bot.

          If you are specifying multiple variable names, use a pipe to separate each (for example, inputOne|inputTwo|inputThree).

        • Variable values are passed to the bot in the same order as variable names are provided (for example, as in the previous step inputValue1|inputValue2|inputValue3).
    • Run Bot with Password

      Connect to your Control Room by entering your credentials to run a saved bot.

      1. Enter the Bot Name.
      2. Enter your CR Username.
      3. Enter the CR URL.
      4. Enter the CR Password.
      5. Assign the Run As User Id for the Bot Runner user that will execute the bot.
        1. Click Add Row.
        2. Select Run As User Id for Field.
        3. Enter the Bot Runner in Value.
      6. Optionally, click Add Row to select more parameters to use in the bot output such as Device Pool Id, RecordId, and custom variables.
        • Variable names must match the exact name of the input variable defined within the bot.

          If you are specifying multiple variable names, use a pipe to separate each (fo example, inputOne|inputTwo|inputThree).

        • Variable values are passed to the bot in the same order as variable names are provided (for example, as in the previous step inputValue1|inputValue2|inputValue3).
  10. Click Save.
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