Create new bot connection in RPA Bots for Salesforce

Create a connection from an Automation Anywhere Control Room in the Salesforce Connections tab to use in a bot configuration.

先决条件

Ensure you have the Control Room URL and password to authenticate a new connection. Another option is to generate an API key to use instead of your password.

Generate an API Key for RPA Bots for Salesforce

The default view of the Connections tab lists the Recently Viewed connections, which might be blank for first time users. To run any bot through the RPA Bots for Salesforce, you must first have a successful live connection to a Control Room. Additional connections can be customized as alternatives to use for specific business needs.

Create and customize new connections for your individual business needs. Choose a connection name that complements the connection type for users to configure automations appropriately. This will optimize organizing channels and reports throughout your experience.

过程

  1. From the RPA Bots for Salesforce Lightning App, navigate to the Connections tab.
  2. Click New.
  3. Select a connection type.
    TypeDescription
    Bot Configure Salesforce to follow an automated process from your Automation Anywhere Control Room.
    Process Configure Salesforce to follow an automated process from your Automation Anywhere Robotic Interface(AARI).
  4. Enter a Connection name.
  5. Enter the Control room URL.
    The following URL is an example. https://cd-cr-your_controlroom_url.com/
  6. Enter your Automation 360 Username.
  7. Choose the Authentication type.
  8. Enter your API Key or Password.
  9. Enter your API Gateway Certificate API Name, if you are using one.
    For more information on certificates, see Certificates and Keys
  10. Click Test Connection to verify the connection to the Control Room.
    A message will appear with the result of your connection.
  11. Click Save.
The connection name appears in the list on the Connections tab. You can now begin configuring bots that use your newly added connection.