Create process configurations in Automation Anywhere for Salesforce
- 최종 업데이트2023/08/09
Create process configurations in Automation Anywhere for Salesforce
Configure an automated process in Salesforce, powered by Automation Co-Pilot for Business Users (Automation Co-Pilot).
Prerequisites
Access to processes relies on Automation Co-Pilot roles and permissions. The process configurations wizard filters options based on the roles and permissions assigned in the user's Automation Co-Pilot instance. For example, more processes will appear for an AAE_Robotic Interface Admin than for an AAE_Robotic Interface Manager. Ensure that you have access in Automation Co-Pilot to the process that you intend to configure in Automation Anywhere for Salesforce.
- Process Selection
- Object Selection and Field Mapping
Procedure
To start configuring a process, select a predefined connection and a process from your Automation Co-Pilot instance and assign the process to a team.
Configure Object Selection and Field Mapping for the process. Map the process to any standard or custom Salesforce Object. The record page for the selected object displays the process for execution. The selected object type also determines what data can be provided as input to the process.