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.

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.

   Option	Description
   Run on Server	Select to configure Device Pool, Users, and Deployment. 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. Optionally, choose one or more Device Pools if you are deploying the bot to a predefined pool of devices in the Control Room. 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. Nota: 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. 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. Nota: For successful deployment, ensure that you meet all the prerequisites of this option. Prerequisites for RPA Bots for Salesforce

   The following animation is an exclusive online example of Step 5.
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.

7. Select an object.

   Object	Description
   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.

   Nota: We recommend selecting None for generic bots and a specific object for specialized bots.
8. 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.
9. Select an Automation Launcher.
   This selection determines the page type where the bot configuration will be displayed.

   Option	Description
   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.

10. Opzionale: Add a visibility filter. For more information, review the topic. Visibility Filter in RPA Bots for Salesforce
11. Click Next.

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

12. Configure how the bot output data will return to Salesforce by choosing one of the following operation types:

    Type	Operation
    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.

13. Choose any standard or custom Salesforce Object where the bot should return data.
14. Click Add Mapping.
    This configuration determines how data from Automation Anywhere is returned and represented in the Salesforce record.
15. Click Save.