Salesforce Connector Bot
Salesforce Connector Bot automates Create, Get, Update, Delete & Query operations to manage Custom/Standard Salesforce Objects like Account, Contact, Lead, etc.
If you have any Sales query or have any new RPA implementation requirements or need enhancements to any of our existing RPA bots, please feel free to contact us at rpa@AppPerfect.com.
For any technical support or usage guidance on our existing bots, please contact us at bots@AppPerfect.com. Please review our Support Policy.
AppPerfect provides RPA bots to automate various monotonous tasks of Salesforce, a leading CRM platform.
Managing Custom Salesforce objects
The bot can automate operations like Update, Insert or Delete any custom object in Salesforce. Moreover, it can also execute a SOQL query to query records from Salesforce.
Managing Bulk Operations on Custom Salesforce Object
The bot can automate bulk operations like Update, Insert or Delete any standard or custom object in Salesforce. Moreover, it can also execute a SOQL query to query records from Salesforce.
Tracking History of any Salesforce Object
This bot facilitates users to track history of custom objects and some standard objects like Account, Asset, Contact, Contract, Case, Lead, Order, Product, etc up to 24 months old. The user can fetch as well as delete history of changes done to any of the standard/custom objects in Salesforce.
Managing Opportunities
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Opportunity' Object. The bot helps users to automate the monotonous task of managing 'Opportunity' object in Salesforce.
Managing Leads
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Lead' Object. The bot helps users to automate the monotonous task of managing 'Lead' object in Salesforce.
Managing Accounts
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Account' Object. The bot helps users to automate the monotonous task of managing 'Account' object in Salesforce.
Managing Contacts
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Contact' Object. The bot helps users to automate the monotonous task of managing 'Contact' object in Salesforce.
Managing Products
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Product' Object. The bot helps users to automate the monotonous task of managing 'Product' object in Salesforce.
Managing PriceBook
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'PriceBook' Object. The bot helps users to automate the monotonous task of managing 'PriceBook' object in Salesforce.
Managing Contracts
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Contract' Object. The bot helps users to automate the monotonous task of managing 'Contract' object in Salesforce.
Managing Orders
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Order' Object. The bot helps users to automate the monotonous task of managing 'Order' object in Salesforce.
Managing Case and CaseFeed
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Case' & 'CaseFeed' Object. The bot helps users to automate the monotonous task of managing 'Case' & 'CaseFeed' object in Salesforce.
Managing Assets
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Asset' Object. The bot helps users to automate the monotonous task of managing 'Asset' object in Salesforce.
Managing Tasks
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Task' Object. The bot helps users to automate the monotonous task of managing 'Task' object in Salesforce.
Managing Quotes
This bot has functions to perform CRUD operations (single or bulk) and other most frequently used operations on 'Quote' Object. The bot helps users to automate the monotonous task of managing 'Quote' object in Salesforce.
AppPerfect RPA Services Requirements
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