Automation Anywhere for Salesforce serves diverse purposes for Salesforce users by offering multiple connections, acting as a secure connector of the Automation Anywhere Control Room and fundamental bot and process configurations that offer automated business solutions.

While the primary function of Automation Anywhere for Salesforce is to bridge communications and interactions between Salesforce and the Automation Anywhere Control Room, the connector also serves as the foundation of other modules that Automation Anywhere offers Salesforce users. Each module offered by Automation Anywhere is designed to automate a specific Salesforce solution by using a specific bot or process, created and powered by the Automation Anywhere Control Room. To automate a module, users must create and save either a bot configuration or process configuration in the Automation Anywhere for Salesforce connector.

The configurations wizard is a helpful feature used to fulfill all Salesforce connection and data mapping requirements that bots and processes need in order to collect and transfer data from one record to the next. Users assign these configurations to Salesforce pages through the wizard and then deploy the configurations through the Automation Launcher in Salesforce, that is setup in the Automation Anywhere app. Automation Anywhere uses this modular design to combine the flexibility and security of the connector with the power of focused solutions, empowering Salesforce users to customize their automation experience to their specific needs.

The following image illustrates the relationships of Automation Anywhere for Salesforce among the Automation Anywhere Control Room and modules.

Salesforce callback configuration diagram