Salesforce package

Salesforce is a cloud-based platform that provides software and services to create relevant customer experiences. Use the bot actions developed for the Salesforce package to automate Salesforce processes.

注：

The Salesforce mark and logo are trademarks or registered trademarks of Salesforce Inc. and are used for identification purposes only.

Salesforce is based on a multi-tenant architecture with benefits such as API integration, configuration, scalability, free capacity, platform support, and more. The Salesforce package uses the Lightning Platform APIs to integrate Automation 360 with Salesforce. RPA developers need to authenticate to build automation processes in Salesforce. After authentication, with the Salesforce Connected App, you can upload or download files, perform CRUD (Create/Insert, Read, Update/Upsert, Delete) operations on Objects (Salesforce stores data as Objects), and query using SOQL.

The following video shows the initial authentication and command actions from Automation 360:

Two types of objects are available in Salesforce, Standard Objects and Custom Objects. Standard Objects include the configuration and default data types. Custom Objects are the objects that are defined according to business requirements. In this topic, sample CRUD operations will be based on the Case Object, which is a Standard Object. A Case Object is typically used to gather customer data (queries, feedback, or problems). All the samples are based on manipulating the fields of the Case Object. For more information on the Case Object, see Salesforce Case object. All the CRUD operations are initiated from the Automation 360 side and will update data on the Salesforce side.

File streaming

The Salesforce package now supports file stream capability. The file stream capability enables you to create, manage, and run API Tasks for file-based operations as it enables you to stream the file directly from the Salesforce instance. Streaming the file directly from the data source eliminates the need to download and upload the file using appropriate actions. For more information about file streams, see File streaming using file variable.

You can use the Assign file action to create a file variable to hold the file stream, and then you can use the file variable as inputs in any file stream compatible actions within the session. The Upload file attachment action also supports file streams. Both these actions enable you to create automations for use cases where a Salesforce attachment is involved.