Salesforce
Introduction
This document provides a detailed guide on integrating Autom Mate with Salesforce, enabling users to perform essential operations within the Salesforce app seamlessly. Additionally, it outlines the process of defining and managing credentials within the Autom Mate Vault for enhanced security.
Autom Mate empowers users to automate tasks within Salesforce, offering actions such as creating records, deleting records, and retrieving object schemas. The Autom Mate Vault allows users to securely manage credentials required for these operations within Salesforce.
What is Salesforce?
An overview of Salesforce, emphasizing its cloud-based CRM platform and benefits in enhancing customer-centric approaches and business processes.
Overview of Salesforce: Salesforce is a cloud-based Customer Relationship Management (CRM) platform designed to assist businesses in improving customer-centric approaches, facilitating data-driven decision-making, and streamlining business processes.
Key Features:
Cloud-based CRM
Data-driven Decision-making
Streamlined Business Processes
Autom Mate Integration with Salesforce
Description of how Autom Mate enables automation of tasks within Salesforce using predefined actions and the secure credential management provided by the Vault.
Overview of Integration: Autom Mate seamlessly integrates with Salesforce, providing users with essential actions to perform operations within the Salesforce app. These actions include creating records, deleting records, and retrieving object schemas.
Using the Integration
Credential Management
Steps to define and manage credentials within the Autom Mate Vault for secure authentication in Salesforce operations.
Usage:
Navigate to the Autom Mate Vault section.
Click on "Add New Credential" to define a new credential.
Fill in the required fields:
Credential Name: Unique identifier for the credential.
Authentication Type: Method used for authentication (e.g., OAuth, API Key).
Username/Client ID: Specific identifier for authentication.
Password/Client Secret: Securely store authentication secret.
Additional Fields as required.
Save the credential in the Autom Mate Vault for secure storage.
Credential Usage
Instructions on how to utilize credentials from the Autom Mate Vault in Salesforce operations.
Usage:
When setting up Autom Mate Salesforce actions:
Select the option to use Vault-managed credentials.
Choose the desired credential from the Autom Mate Vault.
Authenticate securely using the selected credential.
Execute the Salesforce operation with enhanced security and access control.
How To Use Actions
Create Record
Description: Create a new record within Salesforce using specified data.
Purpose: Efficiently add new entries to Salesforce databases.
Usage:
Select the "Create Record" action in Autom Mate.
Choose to use Vault-managed credentials for authentication.
Specify the Salesforce object type for the new record (e.g., Contact, Account).
Provide the necessary data fields and values for the new record.
Save the record to Salesforce.
Inputs:
Object: Select the object using the data manager. Default inputs will appear on the right side. Alternatively, select available inputs from the "Create Record" section.
Delete Record
Description: Remove a record from Salesforce based on specified criteria.
Purpose: Automate the deletion of unnecessary records from Salesforce databases.
Usage:
Choose the "Delete Record" action in Autom Mate.
Authenticate securely using Vault-managed credentials.
Specify the Salesforce object type for the record to be deleted.
Provide criteria (e.g., record ID) to identify the record for deletion.
Confirm and execute the deletion process.
Inputs:
Object: Select the object using the data manager. Default inputs will appear on the right side. Alternatively, select available inputs from the "Create Record" section.
Select Record: After selecting the object, choose the record to be deleted.
Get Object Schema
Description: Retrieve the schema of a Salesforce object for data analysis or reference.
Purpose: Obtain detailed information about the structure and fields of a Salesforce object.
Usage:
Select the "Get Object Schema" action in Autom Mate.
Authenticate securely with Vault-managed credentials.
Specify the Salesforce object type for which to retrieve the schema.
Retrieve and review the detailed schema information for the selected object.
Inputs:
Object: Select the object using the data manager.
Get Record Details by ID
Description: Retrieve detailed information about a specific record in Salesforce.
Purpose: Obtain specific details about a record for analysis or reference.
Usage:
Select the "Get Record Details by ID" action in Autom Mate.
Authenticate securely with Vault-managed credentials.
Specify the Salesforce object type for which to retrieve the record details.
Provide the Record ID to retrieve the details.
Inputs:
Object: Select the object using the data manager.
Select Record: Choose the specific record for which details are required.
Search Record with Key
Description: Search for a specific record in Salesforce using a key.
Purpose: Efficiently locate and retrieve records based on specific search criteria.
Usage:
Select the "Search Record with Key" action in Autom Mate.
Authenticate securely with Vault-managed credentials.
Specify the Salesforce object type for the search.
Provide the search key and fields to return.
Retrieve and review the matching records.
Inputs:
Search Key: Specify the key to search for.
Object: Select the object using the data manager.
Fields to return: Specify fields separated by commas (e.g., Id, Name).
Update Record
Description: Update a record in Salesforce with new data.
Purpose: Efficiently modify existing records with updated information.
Usage:
Select the "Update Record" action in Autom Mate.
Authenticate securely with Vault-managed credentials.
Specify the Salesforce object type for the record to be updated.
Provide the Record ID and updated data fields.
Confirm and execute the update process.
Inputs:
Object: Select the object using the data manager.
Select Record: Choose the record to be updated.
Additional Tips
Use Cases
FAQ (Frequently Asked Questions)
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